Forum Discussion

DJ_Jamba's avatar
DJ_Jamba
New Member
2 years ago
Solved

Matrix style fiscal year grid

Hello Community!
My left eyebrow is flickering a lot over this 😂

 

I know there must be several ways to achieve this but I'm looking for the most optimal way 😁

I have:

 - A calendar table

 - A progress reporting table (SharePoint List)

 - A project reporting table (SharePoint List)


Relationships:

 

In the projects table there is only a Due By date column and a Period (text type e.g. 2023-2024). No other date field.
Both progress and project tables have a "RAG Status" column.

In the first 3 months of the year (fiscal) there's hardly any progress reported for months April - June for any of the projects. However, I still want to be able to show that there's no progress using a grey block in e.g. a grid/matrix. If there is progress for any of the months then I just want to colour a block according to what the RAG status is (Red, Amber or Green).

So, pretend we are looking at this in June, a grey block means no progress was submitted for that month and the coloured blocks have been pulled from the RAG Status column, how would I achieve the below?

 

 

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi DJ_Jamba ,

    Have you solved your problem?
    If not, you can try this way, here is my sample data ( Note: Power BI can't identify Amber, so I changed it into Blue 😞

    You can use this DAX to create a measure:

    Measure = 
    IF(
        MAX('Progress Reporting'[RAG Status])="",
        "grey",
        MAX('Progress Reporting'[RAG Status])
    )

    Follow the diagram below to set up:

    The final output is as below:


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

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi DJ_Jamba ,

    Have you solved your problem?
    If not, you can try this way, here is my sample data ( Note: Power BI can't identify Amber, so I changed it into Blue 😞

    You can use this DAX to create a measure:

    Measure = 
    IF(
        MAX('Progress Reporting'[RAG Status])="",
        "grey",
        MAX('Progress Reporting'[RAG Status])
    )

    Follow the diagram below to set up:

    The final output is as below:


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

    • DJ_Jamba's avatar
      DJ_Jamba
      New Member

      Hi Dino

      Thanks for the suggestion.
      I'm away on business but will give it a try towards the end of the week

    • DJ_Jamba's avatar
      DJ_Jamba
      New Member

      Works well. Thanks very much for your help!

  • COALESCE should be able to help you. But in general to report on things that are not there you need to use disconnected tables and cross joins.