Sum calculation based on type of ID column in a Snapshot table for a Matrix visual

[KHSK]

The above table has the structure similar to what I have in my table. Once I select the snapshot date, I'm expecting to see the matrix visual to display the amount based on the close year in rows and Forecast year as columns. The condition is given in the bottom right of the figure above. Need to display both row and column totals as well in both the Matrix views. Appreciate your timely help.

[lbendlin · Accepted solution]

Here is an intentionally long winded version so you can see the calculation that implements your logic.  This can be optimized.

[v-kpoloju-msft · Accepted solution]

Hi @KHSK,

Thank you for reaching out to the Microsoft fabric community forum. Also, thanks to @lbendlin, for his inputs on this thread. I reproduced the scenario, and it worked on my end. I used my sample data and successfully implemented it. Used line chart.

outcome:

I am also including .pbix file for your better understanding, please have a look into it.

Hope this clears it up. Let us know if you have any doubts regarding this. We will be happy to help.

Thank you for using the Microsoft Fabric Community Forum.

[KHSK]

Thanks @v-kpoloju-msft , the solution worked.

[lbendlin · Accepted solution]

Here is an intentionally long winded version so you can see the calculation that implements your logic.  This can be optimized.

[KHSK]

Thanks Ibendlin, the solution worked.