Switch position of the column headers in Matrix

[BartDK]

Hi!

This is my first post in the Power BI forums, so nice to meet you all.

I'm trying to create some finance reporting with a few basic measures such as actuals, budget, variance budget, forecast, forecast variance, previous year (PY), variance previous year, etc. Ideally, all of these calculations are calculated for both month, year-to-date (YTD) and full year (FY).

I've created calculation groups for: 

• Actuals
• Budget
• Var Budget
• Forecast
• Var Forecast
• PY
• Var PY

and a parameter with the calculations:

• Month
• YTD (TOTALYTD)
• FY (CALCULATION with ALL filter)

When I put all of this into a matrix, I get the following result. Which is fine when I use the parameter slicer to either select month, YTD or FY. But when I want to show two or all three of those at the same, then ideally those three categories should be shown at the top and not at the bottom.

Month/YTD/FY at the bottom (repeated for each calculation group):

When Parameter is filter, it's fine:

The ideal matrix visual would be like this:

I've tried the following:

• Instead of the calculation groups, I would create them as measures and add an extra column in the parameter that groups them by month, YTD and FY. This doesn't seem to work, because they all get shown for each category anyway

These are pictures taken by a dummy file which I've put in Google Drive. Here's the link to the Dummy File.

Any help or information would be appreciated!

[v-heq-msft]

Hi @BartDK ,
According to your description, if you want to realize the matrix structure you want. You can try to use the current Month,YTD,FY as calculation columns and then break it down into MEASURES in the calculation group you are in to put into the values of the matrix. This is how you will realize the hierarchy on the columns in your matrix.

Create a matrix visual in Power BI - Power BI | Microsoft Learn

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[BartDK]

Hi Albert,

Could you elaborate on this solution?

I've read the page that you've shared but I'm not sure how I would create a column, not a measure, based on other values or calculation groups. And how do I relate the calculation groups to the calculation columns that I've created?

[v-heq-msft]

Hi @BartDK,
In power bi's matrix, if you want to create a column header with a hierarchy, you need to have a column that you can use as a root and then use MEASURE to populate the VALUE in the matrix. This will ensure that your visual objects are displayed in the upper part as you expect Month, YTD, FY.

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly