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mehlenbae2
Helper II
Helper II

Need to create measure

I am trying to replicate this Excel Pivot Table in PBI by using a matrix:

mehlenbae2_0-1664280120381.png

 

 

Here is my table:

mehlenbae2_1-1664280120322.png

 

 

My issue is that I need to create a measure to calculate average Customer Satisfaction for each Product Type because of conditional formatting (each product type has different customer satisfaction target). However, when I average a product type it looks at the entire table instead of the rows that specify the a particular Target Type. Keep in mind I need all of the Product Type values in the Matrix seperately. I am aware that it works perfectly when you put Product Type as Columns and average it that way however conditional formatting will not work the way I want it.

 

I would attach my test PBI but am not sure how.. Here is a picture:

mehlenbae2_2-1664280120406.png

 

Please help. I've been working at this for awhile.

1 ACCEPTED SOLUTION
v-jingzhang
Community Support
Community Support

Hi @mehlenbae2 

 

You need to transform the table with Power Query Editor first. This will make it easy to achieve your expected result. Please follow these steps:

 

1. Select four "Product Type X" columns and unpivot them. You will have a new "Attribute" column and a "Value" column. 

vjingzhang_0-1664442144859.png

 

2. Filter rows by "Attribute" column via Ends With. You can enter any value here e.g. "A". We will modify this value later. 

vjingzhang_1-1664442431875.png

 

3. In formula bar, replace "A" with [Product Type]. This is to filter rows whose "Product Type" is identical with the product type value in "Attribute".

vjingzhang_2-1664442790684.png

 

4. Now the table is friendly to be used in a matrix. Apply this change to Power BI Desktop. Then create a matrix with below fields. 

vjingzhang_4-1664443186199.png

 

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

View solution in original post

3 REPLIES 3
v-jingzhang
Community Support
Community Support

Hi @mehlenbae2 

 

You need to transform the table with Power Query Editor first. This will make it easy to achieve your expected result. Please follow these steps:

 

1. Select four "Product Type X" columns and unpivot them. You will have a new "Attribute" column and a "Value" column. 

vjingzhang_0-1664442144859.png

 

2. Filter rows by "Attribute" column via Ends With. You can enter any value here e.g. "A". We will modify this value later. 

vjingzhang_1-1664442431875.png

 

3. In formula bar, replace "A" with [Product Type]. This is to filter rows whose "Product Type" is identical with the product type value in "Attribute".

vjingzhang_2-1664442790684.png

 

4. Now the table is friendly to be used in a matrix. Apply this change to Power BI Desktop. Then create a matrix with below fields. 

vjingzhang_4-1664443186199.png

 

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

Hi @mehlenbae2 

 

Update:

 

I found another solution that you don't need to transform the table. You can use the "Customer Satisfaction Met" column for average value directly.

vjingzhang_0-1664444019369.png

 

I have attached a pbix file with both samples.

 

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

MFelix
Super User
Super User

Hi @mehlenbae2 

 

Can you please share a mockup data or sample of your PBIX file. You can use a onedrive, google drive, we transfer or similar link to upload your files.

If the information is sensitive please share it trough private message.


Regards

Miguel Félix


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