Income Statement that shows Current Month and YTD columns

[H_insight]

I am aiming to create the following table or matrix in Power BI and would greatly appreciate your assistance. Depending on the chosen Year and Month, I would like to show In Month / YTS & Full Year values. The column headers, need to show Revenue vs Expenses dynamically and display the corresponding values. Below is the required output layout.

Attached sample model, where Scenario's means ( BU = Budget, AC = Actual, FC = Forcast).

Sample File 

Thank you.

[H_insight]

Thank you @v-yueyunzh-msft 👍

Out of interest, what about the values and variance? do I need a special Dax to achieve it?

[v-yueyunzh-msft · Accepted solution]

Hi, @H_insight 

Thanks for your sample pbix file first!

According to your description, you want to create a custom matrix in Power BI Desktop.

For this need , you need to create a dimension table like this:(the index column is used for sorting the Title column)

And then you can put the fields on the visual and we can get this :

For your needs, I don't know your specific calculation logic, you can use the MAX() function to get the column title, and then use the IF() or SWITCH() function to return the corresponding value according to different situations to achieve your needs.

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

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