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dokat
Post Prodigy
Post Prodigy

Splitting data TY vs LY in matrix table

I have below P&L table on the left and i'd like to transpose and format it same way as the table on the righ. I created a matrix table Iand transpose data however it doesnt split the data between 2020 and 2021 . Is there a workaround splitting data between 2020 and 2021 and include as column header.

 

dokat_1-1643921898475.png

 

 

1 ACCEPTED SOLUTION
AllisonKennedy
Super User
Super User

@dokat  The table on the left looks good from a database persepective, just add a column in Power Query that turns Calendar Year into a date (Jan 1, Calendar Year is easy). Then you can relate to a DimDate table and use TimeIntelligence.

 

Excel with Allison: DimDate: What, Why and How?

 

Alternatively you could just put Calendar Year in the Columns of your matrix and P&L in the rows and Values in Values and no transposing is needed.

 

 


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

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I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
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2 REPLIES 2
AllisonKennedy
Super User
Super User

@dokat  The table on the left looks good from a database persepective, just add a column in Power Query that turns Calendar Year into a date (Jan 1, Calendar Year is easy). Then you can relate to a DimDate table and use TimeIntelligence.

 

Excel with Allison: DimDate: What, Why and How?

 

Alternatively you could just put Calendar Year in the Columns of your matrix and P&L in the rows and Values in Values and no transposing is needed.

 

 


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

that worked, i uploaded calendar year table and drop it under column  and it worked.

 

Thanks

 

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