Need help with Matrix display

[plutoforever]

For the life of me I can't figure out a logical process to get what I need so trying here.  I have a table of data in the following format in BI (which is being generated by a SQL statement reading multiple system tables):

Customer #	EF Ticket #	Units	Sum of Unit Price	Subtotal	Sales Tax	Sales Tax %	Federal Excise Tax	Federal Excise Tax Rate	State Road Tax	State Road Tax Rate	Federal Oil Spill Fee	Federal Oil Spill Fee Rate	Federal LUST Fee	Federal LUST Fee Rate	State Agriculture Inspection Fee	State Agriculture Inspection Fee Rate	State Transport Load Fee	State Transport Load Fee Rate
10118	3046	1	25.58	25.58	0.36	1.00%	0	0	1.15	0	0	0	0	0	0	0	0	0
3712604	3046	544.6	3.145	1712.77	158	9.00%	0	0	0	0	1.14	0.002	0.54	0.001	0.38	0.001	1.91	0.004

I have two Matrices in the following format (the #s showing are after the user has selected EF Ticket # 3046 and Customer # 3712604 from slicers reading the above table): 

Which I've set up as such: 

However there are two things I want to be able to do that I cannot figure out: 

1) Display the Totals and Rates in one Matrix side by side 

2) Suppress Rows where the values are 0 (such as Federal Excise Tax from the example above)

This is a sample mocked up in Excel of what I want the Matrix to display as in BI:

	Amounts	Rates
Sales Tax	158.00	9.00%
Federal LUST Fee	0.54	0.001
Federal Oil Spill Fee	1.14	0.002
State Agriculture Inspection Fee	0.38	0.001
State Transport Load Fee	1.91	0.004
Subtotal	1712.77
Units	544.60

Any help would be appreciated

[PaulDBrown]

Seeing @lbendlin  & @VijayP  suggestions to do this in Power Query, I would venture that it's porbably the best route.

As an alternative, I have worked through this solution (probably more an academic rather than practical solution) which unfolds into the creation of a physical table (hence why staying in Power Query makes way more sense).

The solution involves creating two unrelated tables (one from the fact table and the other using the "enter Data" option):

Apart from the basic sum measures for each value column, you need the following to create the final table:

Metric Calculation =
VAR _Row =
    SELECTEDVALUE ( 'Row Table'[Index] )
VAR _Column =
    SELECTEDVALUE ( HeaderTable[Index] )
VAR _Val =
    SWITCH (
        TRUE (),
        AND ( _Row = 1, _Column = 1 ), [Sales Tax],
        AND ( _Row = 1, _Column = 2 ), [Sales Tax %],
        AND ( _Row = 2, _Column = 1 ), [Federal Excise Tax],
        AND ( _Row = 2, _Column = 2 ), [Federal Excise Tax Rate],
        AND ( _Row = 3, _Column = 1 ), [State Road Tax],
        AND ( _Row = 3, _Column = 2 ), [State Road Tax Rate],
        AND ( _Row = 4, _Column = 1 ), [Federal Oil Spill fee],
        AND ( _Row = 4, _Column = 2 ), [Federal Oil Spill fee Rate],
        AND ( _Row = 5, _Column = 1 ), [Federal LUSt fee],
        AND ( _Row = 5, _Column = 2 ), [Federal LUSt fee Rate],
        AND ( _Row = 6, _Column = 1 ), [State Agricultural Inspection Fee],
        AND ( _Row = 6, _Column = 2 ), [State Agricultural Inspection Fee Rate],
        AND ( _Row = 7, _Column = 1 ), [State Transport Load Fee],
        AND ( _Row = 6, _Column = 2 ), [State Transport Load Fee Rate]
    )
RETURN
    SUMX (
        ADDCOLUMNS (
            VALUES ( 'Row Table'[Metric] ),
            "@value", IF ( _Val = 0, BLANK (), _Val )
        ),
        [@value]
    )

You can now create the physical table using:

Metric Table =
VAR H1 =
    SELECTCOLUMNS (
        FILTER ( VALUES ( 'HeaderTable'[Header] ), HeaderTable[Header] = "Amounts" ),
        "Amounts", HeaderTable[Header]
    )
VAR H2 =
    SELECTCOLUMNS (
        FILTER ( VALUES ( 'HeaderTable'[Header] ), HeaderTable[Header] = "Rates" ),
        "Rates", HeaderTable[Header]
    )
VAR _Amounts =
    ADDCOLUMNS (
        CROSSJOIN (
            SUMMARIZE ( 'DataTable', 'DataTable'[Customer #], 'DataTable'[EF Ticket #] ),
            SUMMARIZE ( 'Row Table', 'Row Table'[Metric], 'Row Table'[Index] ),
            H1
        ),
        "@amount", [Metric Calculation]
    )
VAR _Rates =
    ADDCOLUMNS (
        CROSSJOIN (
            SUMMARIZE ( 'DataTable', 'DataTable'[Customer #], 'DataTable'[EF Ticket #] ),
            SUMMARIZE ( 'Row Table', 'Row Table'[Metric], 'Row Table'[Index] ),
            H2
        ),
        "@rate", [Metric Calculation]
    )
RETURN
    NATURALLEFTOUTERJOIN ( _Rates, _Amounts )

To get 

which can of course be cleaned up by removing redundant columns and rows with empty values. Finally just set up the visual and use a dimension table for Customers to filter both this table and the main fact table if need be.

I've attached the sample PBIX file

[VijayP]

@plutoforever 

You need to unpivot alll value columns into one Column

and then load data to data model and then you can get result the way you want!

[lbendlin · Accepted solution]

That's a great idea.  If you drop the [Sum of Unit Price] column and do some index trickery you can shoehorn everything into one visual

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("dY5RCsAgDEPvUtiflMa26s4i3v8aU+eYDPYR0kdLk1oJAhQKpGKpG7qis5fNhXWuWOQYuASGb/ivFippRkxib5Cb8XBl2HiDfsA5j2mGnp+0LdVmJ5E43R/EXbVsCD6x0Ki1Cw==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Customer #" = _t, #"EF Ticket #" = _t, Units = _t, #"Sum of Unit Price" = _t, Subtotal = _t, #"Sales Tax" = _t, #"Sales Tax %" = _t, #"Federal Excise Tax" = _t, #"Federal Excise Tax Rate" = _t, #"State Road Tax" = _t, #"State Road Tax Rate" = _t, #"Federal Oil Spill Fee" = _t, #"Federal Oil Spill Fee Rate" = _t, #"Federal LUST Fee" = _t, #"Federal LUST Fee Rate" = _t, #"State Agriculture Inspection Fee" = _t, #"State Agriculture Inspection Fee Rate" = _t, #"State Transport Load Fee" = _t, #"State Transport Load Fee Rate" = _t]),
    #"Renamed Columns" = Table.RenameColumns(Source,{{"Sales Tax %", "Sales Tax Rate"}}),
    #"Changed Type" = Table.TransformColumnTypes(#"Renamed Columns",{{"Sum of Unit Price", Currency.Type}, {"Units", type number}}),
    #"Removed Other Columns" = Table.SelectColumns(#"Changed Type",{"Customer #", "EF Ticket #", "Units", "Subtotal", "Sales Tax", "Sales Tax Rate", "Federal Excise Tax", "Federal Excise Tax Rate", "State Road Tax", "State Road Tax Rate", "Federal Oil Spill Fee", "Federal Oil Spill Fee Rate", "Federal LUST Fee", "Federal LUST Fee Rate", "State Agriculture Inspection Fee", "State Agriculture Inspection Fee Rate", "State Transport Load Fee", "State Transport Load Fee Rate"}),
    #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Removed Other Columns", {"Customer #", "EF Ticket #"}, "Attribute", "Value"),
    #"Added Index" = Table.AddIndexColumn(#"Unpivoted Other Columns", "Index", 0, 1, Int64.Type),
    #"Added Custom" = Table.AddColumn(#"Added Index", "Rate", each if Number.IsEven([Index]) then #"Added Index"{[Index]+1}[Value] else null),
    #"Replaced Value" = Table.ReplaceValue(#"Added Custom",each [Index],each Number.Mod([Index]+14,16),Replacer.ReplaceValue,{"Index"}),
    #"Filtered Rows" = Table.SelectRows(#"Replaced Value", each [Index]>13 or [Rate] <> null),
    #"Replaced Value1" = Table.ReplaceValue(#"Filtered Rows",each [Rate],each if [Index]=14 then null else [Rate],Replacer.ReplaceValue,{"Rate"})
in
    #"Replaced Value1"

[plutoforever]

Thank you both that worked perfectly: 

And to answer your question on units in most cases they are in gallons so a fraction would be part of a gallon filled

[lbendlin]

You need to massively change the structure of your source data. Note that each column needs to have the same format so your Rates column has to either be all percentages, all decimals, or all text.  You also need to rename "Sales Tax %"  to "Sales Tax Rate"  to make this work.

(out of curiosity - how can you have fractions of units?)

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("dY5RCsAgDEPvUtiflMa26s4i3v8aU+eYDPYR0kdLk1oJAhQKpGKpG7qis5fNhXWuWOQYuASGb/ivFippRkxib5Cb8XBl2HiDfsA5j2mGnp+0LdVmJ5E43R/EXbVsCD6x0Ki1Cw==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Customer #" = _t, #"EF Ticket #" = _t, Units = _t, #"Sum of Unit Price" = _t, Subtotal = _t, #"Sales Tax" = _t, #"Sales Tax %" = _t, #"Federal Excise Tax" = _t, #"Federal Excise Tax Rate" = _t, #"State Road Tax" = _t, #"State Road Tax Rate" = _t, #"Federal Oil Spill Fee" = _t, #"Federal Oil Spill Fee Rate" = _t, #"Federal LUST Fee" = _t, #"Federal LUST Fee Rate" = _t, #"State Agriculture Inspection Fee" = _t, #"State Agriculture Inspection Fee Rate" = _t, #"State Transport Load Fee" = _t, #"State Transport Load Fee Rate" = _t]),
    #"Renamed Columns" = Table.RenameColumns(Source,{{"Sales Tax %", "Sales Tax Rate"}}),
    #"Changed Type" = Table.TransformColumnTypes(#"Renamed Columns",{{"Sum of Unit Price", Currency.Type}, {"Subtotal", Currency.Type}, {"Units", type number}}),
    #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Changed Type", {"Customer #", "EF Ticket #", "Units", "Sum of Unit Price", "Subtotal"}, "Attribute", "Value"),
    #"Added Index" = Table.AddIndexColumn(#"Unpivoted Other Columns", "Index", 0, 1, Int64.Type),
    #"Added Custom" = Table.AddColumn(#"Added Index", "Rate", each if Number.IsEven([Index]) then #"Added Index"{[Index]+1}[Value] else null),
    #"Filtered Rows" = Table.SelectRows(#"Added Custom", each ([Rate] <> null))
in
    #"Filtered Rows"

How to use this code: Create a new Blank Query. Click on "Advanced Editor". Replace the code in the window with the code provided here. Click "Done".

This would then yield a display like this (note that everything is formatted as text)

You can then filter out all the rows where the value is 0

but you can see that the sort order is off AND your summary rows are missing.   The first issue can be resolved by adding a dedicated sort column to the Power Query code.  But the second issue can only be solved by using a separate visual, or by - again - redesigning your data model and separating out the header information into a  parent fact table.