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Reply
razieh1990
Helper I
Helper I

data filter

Hello 

I appreciate it if you help me.

I have a dataset including all the sales from 2018. 

I want to create a matrix in Power BI similar to the below layout. 

On the page there is a year selection, each year I choose in the slicer, the data for that year should be displayed by month, and also the target should display the target of the selected year and for the rest of the years, the data should be aggregated and displayed yearly.

and the columns should be sorted ascending. for example, if I choose 2022: the layout should be like the matrix below.

for 2024:

image.jpeg

for 2022:

 

 

photo_2024-03-08 14.39.51.jpeg

5 REPLIES 5
lbendlin
Super User
Super User

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

this is the second part for more clarification. I already sent the data sample in my previous reply.

each year has a unique target. 

I want to create a report in Power BI with one matrix and one slicer. 

the slicer value is years and only one year can be chosen.

the matrix value is " sale." the column value is dynamic however the layout is the same.

 

Year 1 not selected from the slicer

Year 2 not selected from slicer

Year 3 not selected from slicer

Year 4 not selected from slicer

Year 5 not selected from slicer

Target

January

February

March

April

May

June

July

August

September

October

November

December

Sum of sale

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

for example, if we choose 2023 from the slicer, the matrix shows the  yearly sales of the years that are not selected but shows the monthly sales  and the target of the year selected as below:

 

2018

2019

2021

2022

2024

Target of the chosen year from slicer which is 2023

January (2023)

February  (2023)

March  (2023)

April(2023)

May(2023)

June(2023)

July(2023)

August(2023)

September(2023)

October(2023)

November(2023)

December (2023)

Sum of sale

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and when I choose 2021:

 

2018

2019

2022

2023

2024

Target of the chosen year from slicer which is 2021

January (2021

February  (2021)

March  (2021)

April(2021)

May(2021)

June(2021)

July(2021)

August(2021)

September(2021)

October(2021)

November(2021)

December (2021)

Sum of sale

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You lost me.  Do you want something like this?

 

lbendlin_0-1710103852984.png

 

Hello Ibendlin,

Here is the power bi file and I explained exactly what I want. 

https://we.tl/t-0e0eRtGnjY 

I appreciate your time.

https://we.tl/t-0e0eRtGnjY

below is the data sample :

Month

Year

Target

Sale

January

2018

500

100

February

2018

500

2000

March

2018

500

7808

April

2018

500

6800

May

2018

500

13999

June

2018

500

500

July

2018

500

400

August

2018

500

500

September

2018

500

600

October

2018

500

1700

November

2018

500

300

December

2018

500

800

January

2019

600

900

February

2019

600

500

March

2019

600

100

April

2019

600

2000

May

2019

600

890

June

2019

600

600

July

2019

600

600

August

2019

600

500

September

2019

600

400

October

2019

600

500

November

2019

600

600

December

2019

600

1700

January

2022

900

300

February

2022

900

800

March

2022

900

900

April

2022

900

500

May

2022

900

400

June

2022

900

500

July

2022

900

600

August

2022

900

1700

September

2022

900

300

October

2022

900

800

November

2022

900

900

December

2022

900

500

January

2021

700

100

February

2021

700

2000

March

2021

700

890

April

2021

700

600

May

2021

700

600

June

2021

700

500

July

2021

700

400

August

2021

700

500

September

2021

700

600

October

2021

700

1700

November

2021

700

300

December

2021

700

800

January

2023

1000

900

February

2023

1000

500

March

2023

1000

400

April

2023

1000

500

May

2023

1000

600

June

2023

1000

1700

July

2023

1000

300

August

2023

1000

800

September

2023

1000

900

October

2023

1000

500

November

2023

1000

100

December

2023

1000

2000

January

2024

900

890

February

2024

900

600

March

2024

900

600

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