@ERing
Thank you for sharing your Power BI file. Based on your objectives, here's how you can achieve the desired matrix layout:
---
### ✅ 1. Creating Row Groupings like “Jobs Ran” & “Tech Labor Hours”
To replicate the hierarchical row structure:
1. **Create a Disconnected Table**: Define a table (e.g., `MetricSelector`) with columns for `MetricGroup` and `MetricName`.
| MetricGroup | MetricName |
|--------------------|----------------|
| Jobs | Jobs Ran |
| Tech Labor Hours | Labor MTD |
| Tech Labor Hours | Labor PY |
2. **Load into Power BI**: Import this table without establishing relationships to other tables.
3. **Use in Matrix Rows**: In your matrix visual, set `MetricGroup` and `MetricName` as row fields to achieve the desired grouping.
---
### ✅ 2. Displaying MTD and Prior Year in Rows with Business Units as Columns
To structure your matrix with metrics in rows and business units in columns:
1. **Create a Measure**: Define a measure that switches values based on the selected `MetricName`.
```DAX
MetricValue =
SWITCH(
SELECTEDVALUE(MetricSelector[MetricName]),
"Jobs Ran", [JobsRanMTD],
"Labor MTD", [LaborHoursMTD],
"Labor PY", [LaborHoursPY]
)
```
Ensure that `[JobsRanMTD]`, `[LaborHoursMTD]`, and `[LaborHoursPY]` are existing measures in your model.
2. **Configure Matrix Columns**: Set `BusinessUnit` or the relevant dimension as the column field in your matrix.
3. **Set Values**: Use the `MetricValue` measure as the value field in the matrix.
---
### ✅ 3. Adding Comments to the Matrix
While Power BI's native matrix visual doesn't support direct input of comments per cell, you can implement comments using tooltips:
1. **Create a Comments Table**: Define a table with columns such as `MetricName`, `BusinessUnit`, and `Comment`.
| MetricName | BusinessUnit | Comment |
|--------------|--------------|--------------------------------|
| Jobs Ran | Unit A | High performance observed. |
| Labor MTD | Unit B | Slightly below target. |
2. **Establish Relationships**: If necessary, create relationships between the comments table and your existing tables based on `MetricName` and `BusinessUnit`.
3. **Create a Tooltip Page**:
- Add a new page to your report.
- Set the page size to Tooltip and enable the tooltip option in the page information.
- Design the tooltip to display the `Comment` field appropriately. ([How to write comments for some or every values in matrix or any ...](https://community.powerbi.com/t5/Desktop/How-to-write-comments-for-some-or-every-values-in-matrix-or...))
4. **Assign Tooltip to Matrix**:
- Select your matrix visual.
- In the visual's settings, enable the tooltip and assign the newly created tooltip page. ([How to write comments for some or every values in matrix or any ...](https://community.powerbi.com/t5/Desktop/How-to-write-comments-for-some-or-every-values-in-matrix-or...))
Now, when users hover over a cell in the matrix, the corresponding comment will appear as a tooltip.
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### 🔄 Dynamic Filtering
The setup described above supports dynamic filtering. When users apply filters (e.g., selecting specific `YP` values), the matrix will update accordingly, displaying only the relevant data.
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