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Helper IV
Helper IV

Format numbers in MATRIX

I'm loading data from a datasource and using MATRIX  for output.  I need some values to be displayed in decimal numbers and some values to be displayed as %'s. Is this possible?

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @ara_4 ,

 

Please refer to my .pbix file.

v-lionel-msft_0-1597027714082.png

 

 

1. “I need only totals as totals of Actuals”

For this requirement, you can create a measure like this.

Measure = 
VAR x = 
SWITCH(
    SELECTEDVALUE(Sales[CountryRegion]),
    "dd", FORMAT( SUM(Sales[Sale 2014]), "Percent" ),
    FORMAT( SUM(Sales[Sale 2014]), "#, 0.00")
)
VAR y = 
CALCULATE(
    SUM(Sales[Sale 2014]),
    FILTER( ALL(Sales), Sales[CountryRegion] = MAX(Sales[CountryRegion]) && Sales[Month] = "December")
)
RETURN
IF(
    HASONEFILTER(Sales[Month]),
    x,y
)

2. Show the border of "Variance"

This requirement is currently not possible, but you can mark ‘Variance’ in other ways.

Firsr, create a measure like this.

Conditional format = 
IF(
    MAX(Sales[Month]) = "January",
    "Green"
) 

 Second, add the measure to the 'conditional formatting' label.

v-lionel-msft_1-1597028010290.png

 

Best regards,
Lionel Chen

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

View solution in original post

14 REPLIES 14
Community Champion
Community Champion

@ara_4 

It depends if you need to have two different formats for the same measure, you can try like the example below.

 
 

 

Total Orders = 
VAR C = COUNTROWS(Orders) 
RETURN

IF(
    C < 5 ,
    FORMAT(COUNTROWS(Orders)/100,"0.0%"),
    C
)

 

 

 

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Hi @Fowmy ,

 

Thanks for your response.

 

My dataset is as shown below:

Allocations

m$
Actual0.08
Strategic0.03
Variance0.12
Funds3456.08
  

 

My output is a MATRIX and needs to be displayed as follows:

 

ActualStrategicVarianceFunds
8%3%12%3456.08
Community Champion
Community Champion

@ara_4 


You can modify the SWITCH statement to suit for your options.

Fowmy_0-1596876743860.png

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Hi Fowmy,

 

Thanks a lot. That works !

My values do come up as you've mentioned. But my % totals now add up, instead I need it to be displayed as follows:

Bank Funds
   Actuals8% 
  Strategic3% 
  Variance5%545
Cash  
  Actuals3% 
  Strategic4% 
 Variance2%452
Total25% 

 

I'm using the formula you'd mentioned below to get this displayed as % for Actual, Strategic and Variance and decimal for Funds

But my total needs to only add totals(Actuals)

And also, my totals come up in Bank and Cash. (I'm using MATRIX in Power BI)

 

 

Community Champion
Community Champion

@ara_4 

Can you share your sample data?

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HI @Fowmy 

 

I dont have access to upload any sample data, would you pass me your email?

Community Champion
Community Champion

@ara_4 


You can save your files in OneDrive, Google Drive, or any other cloud sharing platforms and share the link here.
____________________________________
How to paste sample data with your question?
How to get your questions answered quickly?

_____________________________________
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HI @Fowmy 

 

This is the best I can provide:

 

My source Data

ara_4_0-1596889175712.png

 

My required output

 

ara_4_1-1596889224676.png

 

 

This is what I've done in Power BI

ara_4_3-1596889302613.png

 

 

My Measure value2 has the formula you mentioned:

value2 = var kpw=SELECTEDVALUE('Sheet1 (2)'[invest]) return switch(kpw, "FUM",FORMAT(sum('Sheet1 (2)'[Value]),"#,00.00"), FORMAT(SUM('Sheet1 (2)'[Value]),"0.00%"))
 
When I then use a MATRIX, I get the values as below:
 
 
 
ara_4_0-1596889581799.png

I dont need the totals in Propert, Cash , DSG and Long-Term. Also, is there a way I can highlight the borders of Variance alone as shown in the required output?

 

ara

 

 

 

Community Champion
Community Champion

@ara_4 

Try this measure:

Measure = 

SWITCH( 
    SELECTEDVALUE(DATA[Invest]),
    "FUM", FORMAT( SUM(DATA[m$]), "Currency"), 
    FORMAT( SUM(DATA[m$]), "Percent")
)

Fowmy_0-1596891398128.png

 

________________________

Did I answer your question? Mark this post as a solution, this will help others!.

Click on the Thumbs-Up icon on the right if you like this reply 🙂

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