Plan vs. Actual End of Month Date in Matrix Visual

[Simons_BI]

Hello everyone, 

i created a report with the matrix visual. the table should show a key figure for each vehicle in rows and a comparison of the key figures for each type of data. the following example shows an extract from the table to give a better understanding of this

At the end of the column, at the end of the month, I would like to display the total for each data type and the deviation "Ist" vs. "Plan". I am currently missing an approach as to how I could implement this. the options of the matrix visual only allow a sub-total and the total. but i need the deviation of the total

[Simons_BI]

Thank you for your reply. 

I have followed your approach further and with my own adaptation of the measures as follows

the deviation is even calculated in the column:

Summe KM1 =

VAR abweichung =

IF(ISFILTERED(Reise[Datenart]),

[Summe KM],

TOTALMTD([Summe KM], Dim_Periode[Datum], Reise[Datenart] = "Plan")

- TOTALMTD([Summe KM], Dim_Periode[Datum], Reise[Datenart] = "Ist"))

RETURN

abweichung

Result is:

Sample Data: 

Equipment	Datum	KM	Datenart
EQ1	02.01.2020	4	Plan
EQ1	02.01.2020	15	Plan
EQ1	02.01.2020	40	Plan
EQ1	02.01.2020	100	Plan
EQ1	02.01.2020	125	Plan
EQ1	08.09.2020	167	Fahrleistung
EQ1	11.09.2020	181	Fahrleistung
EQ1	14.09.2020	40	Fahrleistung
EQ1	07.10.2020	250	Fahrleistung
EQ1	13.10.2020	262	Fahrleistung
EQ1	31.12.2019	0	Ist
EQ1	31.12.2019	0	Ist
EQ1	31.12.2019	0	Ist
EQ1	31.12.2019	0	Ist
EQ1	31.12.2019	0	Ist

[v-yingjl]

Hi @Simons_BI ,

Currently only row totals can use measure to modify it, column totals could not do this becasue the column total values based on the values in the Matrix.

You can create these measures to calulate row totals:

_LST =
IF (
    HASONEVALUE ( 'Table'[Category] ),
    SUM ( 'Table'[lst] ),
    IF (
        HASONEVALUE ( 'Table'[Date] ),
        SUM ( 'Table'[lst] ) - SUM ( 'Table'[Plan] ),
        SUM ( 'Table'[lst] ) - SUM ( 'Table'[Plan] )
    )
)

_plan = 
IF (
    HASONEVALUE ( 'Table'[Category] ),
    SUM ( 'Table'[Plan] ),
    IF (
        HASONEVALUE ( 'Table'[Date] ),
        SUM ( 'Table'[lst] ) - SUM ( 'Table'[Plan] ),
        SUM ( 'Table'[lst] ) - SUM ( 'Table'[Plan] )
    )
)

Attached a sample file in the below, hopes to help you.

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Simons_BI ,Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.