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NewYorkNY
Regular Visitor

Crosstabbing Dataset and Subtotaling Chg% Formulas

Hi there, new to Power BI with a strong excel background. I have a dataset that I'm looking to build some crosstabs and growth formulas in but i'm having trouble using the matrix to get the data to display properly.

 

Sample pbix file - https://gofile.io/?c=0QVsbo

 

The desired views are attached, could anyone assist?  

 

summary_by_date_grid.JPGsummary_grid.JPG

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Re: Crosstabbing Dataset and Subtotaling Chg% Formulas

Hi @NewYorkNY ,

You can refer to following steps to achieve your requirement.
Steps:

1. Enter to query editor and do 'unpivot columns' on 'sales' and 'revenue' columns.
2. Write a measure formula with if statement to change total level calculation.

Measure = 
IF (
    ISFILTERED ( 'Table'[Type] ),
    SUM ( 'Table'[Value] ),
    VAR _org =
        CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "Org" )
    VAR _var =
        CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "Var" )
    RETURN
        DIVIDE ( _var - _org, _org )
)

3. Create matrix visual with name, date as rows, attribute, type as column, measure as value.

20.png

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

3 REPLIES 3
Community Support
Community Support

Re: Crosstabbing Dataset and Subtotaling Chg% Formulas

Hi @NewYorkNY ,

You can refer to following steps to achieve your requirement.
Steps:

1. Enter to query editor and do 'unpivot columns' on 'sales' and 'revenue' columns.
2. Write a measure formula with if statement to change total level calculation.

Measure = 
IF (
    ISFILTERED ( 'Table'[Type] ),
    SUM ( 'Table'[Value] ),
    VAR _org =
        CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "Org" )
    VAR _var =
        CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Type] = "Var" )
    RETURN
        DIVIDE ( _var - _org, _org )
)

3. Create matrix visual with name, date as rows, attribute, type as column, measure as value.

20.png

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

NewYorkNY
Regular Visitor

Re: Crosstabbing Dataset and Subtotaling Chg% Formulas

Thank you!  This works, is there a way I can assign the metric type for each the value? So Revenue in $, Sales in whole numbers, and Chg in percent? 

Community Support
Community Support

Re: Crosstabbing Dataset and Subtotaling Chg% Formulas

Hi @NewYorkNY ,

Nope, you can't accurate control matrix fields data format.

Maybe you can do format in measure formula to force change total level to percent style, but it will also change measure to text type.

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

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