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Arthemis_Runner
Frequent Visitor

Visualize Column values without blanks in Matrix

PowerBI might not be the solution for this, but I was tasked with the challenge and I was drawing blanks for options. 

 

I have the following sample table:

IDTeamItemYrQtr%Complete
1XA12023-Qtr1100
2XA22023-Qtr175
4XB2023-Qtr175
3XA32023-Qtr225
5YC2023-Qtr250
6YD2023-Qtr325
7YE2023-Qtr40

 

The goal is to visualize the table above as:

2023-Qtr12023-Qtr22023-Qtr32023-Qtr4
✔️A1🌔A3🌔D🌕E
🌒A2🌓C  
🌒B   

With each value having a conditional icon depending on the %Complete

 

I have tried a few things:

 

Matrix: This will always aggregate the values column so only 1 value will be displayed. If the ID column is show, you will be left with blank values.

 

Pivoting the YrQtr Column: This will not be dynamic when new YrQtr values are inserted as the columns would have to be selected to be included. Also, you will experience the same issue as with the matrix when visualizing (blank values).

 

Also, cannot find any custom visuals that address this issue either.

1 ACCEPTED SOLUTION
barritown
Solution Sage
Solution Sage

Hi @Arthemis_Runner,

I could propose such a solution. 

Firstly, you create a new table with the help of the [DAX] code below:

barritown_0-1692278352878.png

Then using the matrix visual you create a visualisation alike:

barritown_2-1692278519160.png

Here's the code in plain text for convenience:

Table = 
VAR RowsNumber = MAXX ( SUMMARIZE ( Data, [YrQtr], "Cnt", COUNT ( Data[ID] ) ), [Cnt] )
VAR ExtData = ADDCOLUMNS ( Data, 
                           "Rank", 
                           VAR CurQtr = [YrQtr]
                           VAR CurID = [ID]
                           RETURN COUNTX ( FILTER ( Data, [YrQtr] = CurQtr && [ID] <= CurID ), [ID] ),
                           "Output",
                           SWITCH ( TRUE(),
                                [%Complete] = 100, "",
                                [%Complete] = 75, "🌖",
                                [%Complete] = 50, "🌗", 
                                [%Complete] = 25, "🌘",
                                "🌚") & " " & [Item] ) 
RETURN ADDCOLUMNS ( CROSSJOIN ( SELECTCOLUMNS ( GENERATESERIES ( 1, RowsNumber, 1 ), "Row", [Value] ), VALUES ( Data[YrQtr] ) ), 
                    "Value", 
                    VAR CurQtr = [YrQtr]
                    VAR CurRow = [Row]
                    RETURN MINX ( FILTER ( ExtData, [Rank] = CurRow && [YrQtr] = CurQtr ), [Output] ) )

Best Regards,

Alexander

My YouTube vlog in English

My YouTube vlog in Russian

View solution in original post

1 REPLY 1
barritown
Solution Sage
Solution Sage

Hi @Arthemis_Runner,

I could propose such a solution. 

Firstly, you create a new table with the help of the [DAX] code below:

barritown_0-1692278352878.png

Then using the matrix visual you create a visualisation alike:

barritown_2-1692278519160.png

Here's the code in plain text for convenience:

Table = 
VAR RowsNumber = MAXX ( SUMMARIZE ( Data, [YrQtr], "Cnt", COUNT ( Data[ID] ) ), [Cnt] )
VAR ExtData = ADDCOLUMNS ( Data, 
                           "Rank", 
                           VAR CurQtr = [YrQtr]
                           VAR CurID = [ID]
                           RETURN COUNTX ( FILTER ( Data, [YrQtr] = CurQtr && [ID] <= CurID ), [ID] ),
                           "Output",
                           SWITCH ( TRUE(),
                                [%Complete] = 100, "",
                                [%Complete] = 75, "🌖",
                                [%Complete] = 50, "🌗", 
                                [%Complete] = 25, "🌘",
                                "🌚") & " " & [Item] ) 
RETURN ADDCOLUMNS ( CROSSJOIN ( SELECTCOLUMNS ( GENERATESERIES ( 1, RowsNumber, 1 ), "Row", [Value] ), VALUES ( Data[YrQtr] ) ), 
                    "Value", 
                    VAR CurQtr = [YrQtr]
                    VAR CurRow = [Row]
                    RETURN MINX ( FILTER ( ExtData, [Rank] = CurRow && [YrQtr] = CurQtr ), [Output] ) )

Best Regards,

Alexander

My YouTube vlog in English

My YouTube vlog in Russian

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