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ProCSIG's avatar
ProCSIG
Regular Visitor
8 years ago

PowerBI Matrix

Hello community,

 

I have monthly mutual fund returns and corresponding index return data for several funds that I want to display in a table. I have DAX measures calculating the returns based on the slicer date chosen.  Calcs work great but not having any luck figuring out how to show the data per the format of the below table.  I apologize if this is too elementary but I could really use some help here.  

 

 QTDYTD1-Year3-Year5-Year10-YearSince InceptionInception Date
PIMCO Total Return Instl0.11%5.13%5.13%2.80%2.21%5.23%7.34%6/1/1987
BBgBarc US Agg Bond TR USD0.39%3.54%3.54%2.24%2.10%4.01%6.39% 
         
Loomis Sayles Investment Grade Bond D0.51%5.49%5.49%3.48%3.42%5.66%7.21%1/1/1997
BBgBarc US Corp IG TR USD1.17%6.42%6.42%3.90%3.48%5.65%6.01% 
         
Fidelity® Strategic Income0.86%8.00%8.00%4.94%3.78%6.01%7.09%1/1/2002
Multisector Bond0.94%6.52%6.52%4.26%3.43%5.96%6.86% 
         

1 Reply

  • WolfBiber's avatar
    WolfBiber
    Microsoft Employee

    Sorry, what is your exact problem?

    If you just wannt format the values:

    under Modeling--> Format you can archieve this.

     

    Greetings