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Posts: 17
Registered: ‎02-22-2016
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One visual with month by month and year to date measures?

Hi all, 

Hope someone can help me with a trick to have this solved, I'm trying to create a table or matrix where I can show both month-by-month and Year to date mesures, the problem comes when I try to show 2 different measures, below is the example of what I am trying to achieve:

 

Captura.PNG

In the table columns Jan -May are referring to monthly sales, I have those 5 into one table by putting Months as columns and my Sales measure in Values, however, I have YTD Sales, Prior Year YTD and % Growth as 3 separate measures so when I put the 3 of them in my matrix I get 3 columns under each month instead of the table shown above, I'm not sure if this is achievable but would appreciate any thoughts or input to get there.

Thanks!

Ale


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New Contributor
Posts: 450
Registered: ‎10-18-2016

Re: One visual with month by month and year to date measures?

You can get my solution from this link. https://drive.google.com/open?id=1NqgAwTZ-NgjC-HGOvLFbf205gsEl_Y61

 

The result is as shown below. You may increase the granularity of the matrix as desired.

 

MONTHLY WITH YTD AND LY.png

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
www.linkedin.com/in/danebelarminocpa

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New Contributor
Posts: 450
Registered: ‎10-18-2016

Re: One visual with month by month and year to date measures?

Hi @aavilap,

 

If I understand correctly, you are trying to show your measures on rows and not on columns. This feature is already available in matrix visual. Check this out https://datasavvy.me/2017/08/10/you-can-now-put-values-on-rows-in-power-bi/

 

 

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
www.linkedin.com/in/danebelarminocpa
Regular Visitor
Posts: 17
Registered: ‎02-22-2016

Re: One visual with month by month and year to date measures?

Hi @danextian thanks for your response, putting measures as rows is not exactly what I'm looking for, because in Rows I have Distributor and Clients (two other columns from my model) the problem is that I do not know how to put a month by month evolution for sales, and also put 3 other measures but those should only be on a cummulative (YTD) basis and not on the month by month evolution.

Any thoughts?

Thanks!

New Contributor
Posts: 450
Registered: ‎10-18-2016

Re: One visual with month by month and year to date measures?

If you mean to present it in Power BI very similar with how your table looks, I would say it is possible but  will be finnicky. It will involve creating a table that just has the columns you need. I am not aware of an existing visual that can do what you want out of the box. 

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
www.linkedin.com/in/danebelarminocpa
New Contributor
Posts: 450
Registered: ‎10-18-2016

Re: One visual with month by month and year to date measures?

You can get my solution from this link. https://drive.google.com/open?id=1NqgAwTZ-NgjC-HGOvLFbf205gsEl_Y61

 

The result is as shown below. You may increase the granularity of the matrix as desired.

 

MONTHLY WITH YTD AND LY.png

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
www.linkedin.com/in/danebelarminocpa
Regular Visitor
Posts: 17
Registered: ‎02-22-2016

Re: One visual with month by month and year to date measures?

Thanks @danextian ! This totally solved my problem!