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TheDon
Regular Visitor

Visual Creation help please.

Hello all,

I am new to the forums and also new to Power BI development. I have a business case where I need to try to duplicate what I have in Excel and make it part of an app. What I'm trying to do is duplicate what I have below as best as possible. What I'm having trouble is the second. where it breaks it out by 3 months, 6 months and 12 months in the same matrix. I would really appreciate any guidance.

 

 R 12 Month3 Month6 Month12 Month2 Year
CategoryTotal Spend%Δ (CAGR)
Cardiology $              51.93 $            (2.09)-4% $    (1.75)-3% $    (1.65)-3% $  (1.46)-1%
Oncology $              80.15 $               2.623% $       1.652% $       1.352% $     8.306%
MSK $              74.77 $            (7.69)-10% $    (5.61)-7% $    (3.84)-5% $  (5.96)-4%
Kidney $                 9.70 $               1.1413% $       0.758% $       0.323% $     0.191%
Gastro $              53.34 $            (1.93)-4% $    (0.63)-1% $       0.541% $     1.662%
All Other $            362.91 $            15.284% $    15.604% $    12.173% $  20.653%
Total $            632.79 $               7.331.2% $    10.011.6% $       8.881.4% $  23.381.9%
1 ACCEPTED SOLUTION
Ritaf1983
Super User
Super User

Hi @TheDon 

Unlike Excel, Power BI doesn't treat visuals as individual cells, so recreating a matrix like the one you have—especially with multiple time-based breakdowns in a single matrix—isn’t straightforward using standard matrix visuals.

However, there are workarounds using dynamic measures or calculated groups (field parameters). These techniques allow you to control what appears in the matrix dynamically.

This thread discusses a very similar challenge (although the question there is about vertical customization, the logic is the same for horizontal layouts):
https://community.fabric.microsoft.com/t5/Desktop/How-to-combine-to-matrix-visuals/m-p/4785435#M1425...

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

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

View solution in original post

5 REPLIES 5
Ritaf1983
Super User
Super User

Hi @TheDon 

Unlike Excel, Power BI doesn't treat visuals as individual cells, so recreating a matrix like the one you have—especially with multiple time-based breakdowns in a single matrix—isn’t straightforward using standard matrix visuals.

However, there are workarounds using dynamic measures or calculated groups (field parameters). These techniques allow you to control what appears in the matrix dynamically.

This thread discusses a very similar challenge (although the question there is about vertical customization, the logic is the same for horizontal layouts):
https://community.fabric.microsoft.com/t5/Desktop/How-to-combine-to-matrix-visuals/m-p/4785435#M1425...

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

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hi @TheDon 

Just following up on your earlier query regarding creating a matrix with 3-month, 6-month, and 12-month breakdowns in the same visual.

As mentioned previously, Power BI doesn’t allow such layouts directly within a single standard matrix. The recommended approaches are:

  • Dynamic measures

  • Calculated groups / field parameters

These techniques let you control what appears in the matrix dynamically and achieve a similar effect to your Excel layout.
A related example was shared in the earlier thread link for reference.

Please let us know if you need further clarification on the setup steps.

Hi @TheDon 

Following up on your question about showing 3-month, 6-month, and 12-month breakdowns in one matrix visual as mentioned earlier, Power BI doesn’t natively support this in a single standard matrix.

 

Suggested options include using dynamic measures or calculated groups/field parameters to control the display dynamically. An example was shared in the previous thread for reference.

 

Let us know if you’d like more details on setting this up.

Hi @TheDon 

Just following up were you able to try the suggested approaches (dynamic measures or field parameters) to achieve the matrix layout you’re aiming for?

 

If the solution provided by @Ritaf1983 helped,These options (dynamic measures or calculated groups/field parameters) allow you to control the display dynamically, and an example was shared in the previous thread for reference.

Let us know if you’d like more details,  we look forward to your response.

Ashish_Mathur
Super User
Super User

Hi,

Cannot undderstand your pasted data.  Share the download link of the MS Excel file with your formulas already written there.  I will translate those formulas into DAX measures.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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