Pivot table into a matrix with measures

[Y_a_D]

I have three tables: cash indicators, key - invoice; physical indicators (volumes), key = class; planned indicators, key = class + category. All tables have a date, so key + date.

In the table of financial indicators, the initial fields are invoice and value, the rest were added for categorization.

Example of source table structure

I want to combine this all into a P&L table. Include monetary indicators, physical indicators and compare it all with the planned ones. For this I planned to use measures.

I encountered a problem: I was only able to link cash indicators and planned indicators; or connect physical and monetary, where I was able to add indicators such as price.

Planned final view

I don’t understand whether I can, in principle, implement such a report; how can I add measures to both rows and columns?

[Anonymous]

Hi @Y_a_D

Do you mean that you want to create a matrix with custom headings, the first rows are ‘Without_class’, ‘class_1’, ‘class_2’, and all contain fact and plan. which all contain fact and plan.

You might consider looking at the following link, where you need to create the various measures to be put into the matrix ahead of time, and then create a hierarchical table of headings, and use the Switch() function to customise the rules to determine which measures correspond to a given heading:

Solved: Matrix column header/label custom group - Microsoft Fabric Community

This is the related document, you can view this content:

https://community.fabric.microsoft.com/t5/Desktop/Can-we-create-a-custom-matrix-like-this/td-p/22945...

https://community.fabric.microsoft.com/t5/Community-Blog/Creating-a-custom-or-hybrid-matrix-in-Power...

https://community.fabric.microsoft.com/t5/Desktop/Add-a-delta-column-in-matrix/td-p/2935739

If your Current Period does not refer to this, please clarify in a follow-up reply.

Best Regards,

Clara Gong

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