Forum Discussion

bundipapa's avatar
bundipapa
Helper I
4 years ago
Solved

Power BI matrix table

Hello,   my issue is, that I need the columns set up in a particular way, which is easy in excel, doable in tableau, but I would need the same in Power BI. So I have quarters and some categories wi...
  • PaulDBrown's avatar
    PaulDBrown
    4 years ago

    bundipapa 

    Ok, see if this helps.

    1) Create a table which reflects the structure you need for the header. In my example I've merged the columns for quearter from the calendar table with a table created using "enter data" in Power Query with the names of the measures to be included in the headers.

    The M code for this is:

     

     

     

    let
        Source = #"Calendar Table",
        #"Removed Other Columns" = Table.SelectColumns(Source,{"Quarter", "QuarterNum"}),
        #"Removed Duplicates" = Table.Distinct(#"Removed Other Columns", {"Quarter"}),
        MeasureHeader = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WCk7MSS1WitWJVlJVyC9LLVIISSxKTy1Rio0FAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [MHeader = _t]),
        #"Changed Type" = Table.TransformColumnTypes(MeasureHeader,{{"MHeader", type text}}),
        #"Added Index" = Table.AddIndexColumn(#"Changed Type", "Index", 1, 1, Int64.Type),
        #"Added Custom" = Table.AddColumn(#"Removed Duplicates", "Custom", each #"Added Index"),
        #"Expanded Custom" = Table.ExpandTableColumn(#"Added Custom", "Custom", {"MHeader", "Index"}, {"MHeader", "Index"}),
        #"Sorted Rows" = Table.Sort(#"Expanded Custom",{{"Quarter", Order.Ascending}})
    in
        #"Sorted Rows"

     

     

     

    To get

     Leave this table unrelated in the model

    2) Create the measures you wish to display (the measures listed in the header table) using TREATAS following the equivalent to:

     

     

     

    Sales MH =
    CALCULATE (
        [Sum of Sales],
        TREATAS ( VALUES ( 'Matrix Header'[QuarterNum] ), 'Calendar Table'[QuarterNum] )
    )
    

     

     

     

    3) Create the final measure to use in the matrix with:

     

     

     

    Matrix final measure =
    SWITCH (
        SELECTEDVALUE ( 'Matrix Header'[MHeader] ),
        "Sales", [Sales MH],
        "% over Target", FORMAT ( [% over Target], "#0,0%" )
    )
    

     

     

    (You will need the FORMAT function if you are mixing number types. If not, you can just format the measure with the regular number type)

    4) Create the matrix visual using:

    Rows: whatever field from the model is needed

    Columns: the fields from the Matrix Header Table you have created

    Values: the [Matrix final measure]

    To get:

     

    I've attached the sample PBIX file for you