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Hello,
Im trying to make a matrix visual and perform calculations on rows. For example:
Starting Data:
Fee Revenue | 500 | 7/1/2020 | Actual |
Fee Revenue | 1000 | 7/1/2020 | Forecast |
Event Driven Fee | 200 | 7/1/2020 | Actual |
Event Driven Fee | 300 | 7/1/2020 | Forecast |
Expected Output
Fee Revenue | 500 | 1000 |
Event Driven Fee | 200 | 300 |
Recurring Costs | 300 | 700 |
Now, there is much more to the visual and other calculations that need to occur, but this is an example of one of them. How can i achieve this within a matrix visual?
Thanks for the help!
Solved! Go to Solution.
Hi @Anonymous ,
You can use Row subtotal as Recurring Costs. Change the name of Row subtotal to Recurring Costs and use the following measure in your matrix:
Measure = IF(HASONEVALUE('Table'[Fee Categrory]),SUM('Table'[Fee]), CALCULATE(SUM('Table'[Fee]),FILTER('Table','Table'[Fee Categrory] = "Fee Revenue")) - CALCULATE(SUM('Table'[Fee]),FILTER('Table','Table'[Fee Categrory] = "Event Driven Fee")))
For more details, please refer to the pbix file: https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/EeDUDk821gdMvtLrP5SCQSsBl1S6tcpweJHMJVx978F6hw?e=rXtgk2
If this post help, please consider accept it as the solution to help other member find it more quickly.
Best Regards,
Dedmon Dai
@vanessafvg Hi, Thanks for the quick reply! Unfortunately power BI will not allow me to make that measure part of the columns. Also, wouldnt that give me the calculation as part of the column after actual and forecast? i want to display this as a row item.
Hi @Anonymous ,
You can use Row subtotal as Recurring Costs. Change the name of Row subtotal to Recurring Costs and use the following measure in your matrix:
Measure = IF(HASONEVALUE('Table'[Fee Categrory]),SUM('Table'[Fee]), CALCULATE(SUM('Table'[Fee]),FILTER('Table','Table'[Fee Categrory] = "Fee Revenue")) - CALCULATE(SUM('Table'[Fee]),FILTER('Table','Table'[Fee Categrory] = "Event Driven Fee")))
For more details, please refer to the pbix file: https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/EeDUDk821gdMvtLrP5SCQSsBl1S6tcpweJHMJVx978F6hw?e=rXtgk2
If this post help, please consider accept it as the solution to help other member find it more quickly.
Best Regards,
Dedmon Dai
if you want to hard code the values
actuals = CALCULATE ( SUM ( [ fee revenue] ) - SUM ( [event driven fee] ), fieldname = "Actual" )
and the same for forecast.
Proud to be a Super User!
example
placing your measure type on the column
recurring cost =
CALCULATE ( SUM ( [ fee revenue] ) - SUM ( [event driven fee] ) )
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