Trying to use Switch selectedmeasurename to bring other measures into a calculation group matrix

[struggle]

Month to Date Budget = Switch(SELECTEDMEASURENAME(),
"RailRevenueDraft", Calculate(PS_WT_RPT_CONS_GL_VW[Total Month Budget], PS_WT_RPT_CONS_GL_VW[Revenue Type] = "Rail"),
"BusRevenueDraft", Calculate(PS_WT_RPT_CONS_GL_VW[Total Month Budget], PS_WT_RPT_CONS_GL_VW[Revenue Type] = "Bus"),
"ParkingRevenue", Calculate(PS_WT_RPT_CONS_GL_VW[Total Month Budget], PS_WT_RPT_CONS_GL_VW[Revenue Type] = "Parking"),
"AccessRevenue", Calculate(PS_WT_RPT_CONS_GL_VW[Total Month Budget], PS_WT_RPT_CONS_GL_VW[Revenue Type] = "Access"),
Blank())

I currently have display measures as rows selected in the below matrix, and the two rows are measures of revenue actuals. I have a calculation item, Month to Date Budget, that resides in the same calculation group as the below Month to Date actuals and Fiscal Year to Date actuals. Its values draw from completely different fields in my dataset, as shown in the code above. However, it's not showing up in the matrix. Can anyone help me fix this or should I do this in another, less-convoluted way? 

The result should be able to show budget and actuals columns side by side, as well as show the time calculation columns for both.

[RonaldBalza-943]

Instead of trying to force budget logic into the same calculation group, use ISSELECTEDMEASURE and create a single dynamic measure that returns either Actual or Budget based on context:

Dynamic Value =

SWITCH(TRUE(),

    ISSELECTEDMEASURE([RailRevenueDraft]), [RailRevenueDraft],

    ISSELECTEDMEASURE([BusRevenueDraft]), [BusRevenueDraft],

    ISSELECTEDMEASURE([ParkingRevenue]), [ParkingRevenue],

    ISSELECTEDMEASURE([AccessRevenue]), [AccessRevenue],

    BLANK()

)

Then create a separate calculation group for Time Intelligence (Month to Date, Fiscal Year to Date) and apply it to both Actual and Budget measures.

For Budget, create individual measures like:

Rail Budget = CALCULATE([Total Month Budget], PS_WT_RPT_CONS_GL_VW[Revenue Type] = "Rail")

Bus Budget = CALCULATE([Total Month Budget], PS_WT_RPT_CONS_GL_VW[Revenue Type] = "Bus")

[struggle]

Hi Ronaldo, thanks so much for the reply!

   I just wanted a little clarification as to how the dynamic value measure would work together with the calculation group. Would the resulting matrix be something like putting the dynamic value measure in the columns as well as the time calculation group, or would the dynamic value measure be put in a different spot or only be an intermediary measure?

[v-hjannapu]

Hello @struggle,

Thank you  for reaching out to the Microsoft fabric community forum.  Also thanks to @RonaldBalza-943for those inputs on this thread. 

The Dynamic Value measure will just work as a middle layer to pick the correct value Actual or Budget based on what’s selected. You don’t have to put it separately in the matrix.

You can keep your setup like this:

Rows: your display measures like RailRevenueDraft, BusRevenueDraft, etc.

Columns: your Time Calculation group Month to Date, Fiscal Year to Date, etc.

Values: use the Dynamic Value measure

This way, your time calculation group will apply automatically to both Actual and Budget data, and you will get all results shown side by side.

Hope this helps if you have any queries we are  happy to assist you further.
Regards,
Community Support team.

[struggle]

mentioning @RonaldBalza-943 for continuity @v-hjannapu 

Thank you - just to clarify, would I be adding individual measures like [Rail Budget] into the Dynamic Value measure like 

Dynamic Value =

SWITCH(TRUE(),

    ISSELECTEDMEASURE([RailRevenueDraft]), [RailRevenueDraft],

    ISSELECTEDMEASURE([RailRevenueDraft]), [RailBudget],

    ISSELECTEDMEASURE([BusRevenueDraft]), [BusRevenueDraft],

    ISSELECTEDMEASURE([RailRevenueDraft]), [BusBudget],

    ...etc

    BLANK()

And then put each Budget measure into the matrix's rows as well? It seems like that would just create rows when I want columns.

Or are the Budget intermediary measures supposed to be put somewhere else?

[v-hjannapu]

Hi @struggle,
Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
Do not include sensitive information. Do not include anything that is unrelated to the issue or question.
Please show the expected outcome based on the sample data you provided.
How to provide sample data in the Power BI Forum - Microsoft Fabric Community

Regards,
Community Support Team.

[struggle]

Hi @v-hjannapu @RonaldBalza-943 

I've uploaded my sample data to an excel file that I've put on google drive. Please let me know if you need any extra information!

https://docs.google.com/spreadsheets/d/1AEJ0eqzvxvYcMFsYZZ2BtN5jZWMf8Guj/edit?usp=sharing&ouid=10421...

[v-hjannapu]

Hello @struggle,

Thanks for sharing the sample file.
After checking it, the issue looks to be happening because the Actual and Budget logic is getting mixed inside the same calculation group, and when that happens the time logic like MTD/YTD ends up taking priority, so the Budget values don’t appear in the matrix. The easier way is to keep Actual and Budget as separate measures, let your time calculation group handle only the date logic, and then use one Dynamic Value measure in the Values area.
Your regular display measures stay in the Rows, and the Dynamic Value measure will automatically pick the right Actual or Budget measure for each row. This setup will allow the matrix to show Actual and Budget side-by-side along with the MTD/YTD calculations without creating extra rows. 

Regards,
Community Support Team.

[struggle]

@v-hjannapu The problem is that I get this message when I try to drag a measure to the Rows field. This shows up whether or not I select "switch values to row groups"

[v-hjannapu]

Hi @struggle,

This message usually comes when the Matrix visual is not set to allow measures in the Rows area. Since your items like RailRevenueDraft and BusRevenueDraft are all measures, Power BI will block them unless the right setting is turned on.

Just check this once in the Matrix:

Format → Row headers → “Show on rows” / “Switch values to rows”.

After turning this on, you should be able to drag your measures into the Rows without that error.
Then you can keep your time calc group in Columns and the Dynamic Value measure in Values.

If you still see the same issue, share a screenshot of your Matrix settings and I’ll check what else could be blocking it.

Hope this helps if you have any queries we are  happy to assist you further.
Regards,
Community Support Team.

[struggle]

@v-hjannapuI actually don't get that option in Row Headers, it shows up in Values instead, and still doesn't let me put measures in the Rows field, only the Values field.

[v-hjannapu · Accepted solution]

Hi @struggle,

 Thanks for checking that and sharing the screenshot. In the new Matrix visual you are using, Power BI doesn’t allow measures to be dragged into the Rows area at all, so the option you are looking for won’t appear under Row Headers. This isn’t an issue with your setup  it’s simply how the new Matrix is designed. All measures must stay in the Values section, and the “show values on rows” setting only controls how they are displayed, not where they can be placed. If your report needs the older behaviour where measures can sit directly in the Rows area, you will need to switch to the classic Matrix visual, because that is the only one that supports your layout. Once you pick the classic Matrix, your Actual and Budget measures will work the way you expect. 

Regards,
Community Support Team.

[struggle]

Thanks - where do I find the classic matrix visual option?

[v-hjannapu]

Hi @struggle,
yes, the one shown in your screenshot is the classic Matrix. It appears simply as “Matrix” without any “new” or “preview” tag. You can go ahead and use that visual  it will let you place your measures in the Rows area the way you need. If you face any issue after adding it, just let me know and I will help you set it up.

Regards,
Community Support Team.

[struggle]

Again, the problem is that it doesn't allow me to drag measures into the "Rows" field, only into the "Values" field.

[v-hjannapu]

Hi @struggle,
 If the classic Matrix is still not letting you drop measures into the Rows area, most of the time it happens because something is already there in the Values section. In the classic Matrix, Power BI only allows you to move measures into Rows when the Values box is empty. Just remove whatever is inside Values, then try dragging your measures into Rows again. After that, you can put your Dynamic Value measure back into Values. If it still gives trouble, share a screenshot of your Matrix fields and I will check what’s blocking it.

Regards,
Community Support Team.

[v-hjannapu]

Hi @struggle,
I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. We are here to support you and will be happy to help with any further assistance you may need.

Regards,
Community Support Team.

[v-hjannapu]

Hi @struggle,
I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We are always here to support you.


Regards,
Community Support Team.