cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

create summary table , table visualisation based on selected value (no aggregation)

I am creating a financial summary table.

I am not able to use Table or Matrix to create even similar visulaizaiton, really need your suggestions and help

 

1. I have a formula table in Excel showing which 'value' i need to place in which place. (if use the filter, and the indexmatch in excel) I can create the table. no aggregation needed, there is only one number. here is the 'formula' table:

Screenshot 2020-04-20 at 18.06.58.png

and we have 2 more extra filters (I use slices as page filter)

 

company ==AAAA
Date  ==2020-03-01

 

2. I have underline data 

 

Screenshot 2020-04-20 at 18.09.56.png

 

1. Any suggestion I can create this kind of table visualization directly? 

2. any function can be use as indexmatch in powerBI?

3. i am thinking now, creating a summer table first (also would love to have your suggestion, which commond I can use in DAX to join 2 table then create a new table) and how to create this table? --I may can create 2 separate tables one for monthly one for YTD but not sure I can have then in the same table 

4. if I am able to create this target joined table, how could I show it in visualization? (dashboard)

 

Thank you so much! 

 

 

 

 

 

 

 

 

1 ACCEPTED SOLUTION
v-alq-msft
Community Support
Community Support

Hi, @Anonymous 

 

Based on your description, I created data to reproduce your scenario.

Table:

f1.png

 

Then you may create a matrix like below.

f2.png

 

Best Regards

Allan

 

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

1 REPLY 1
v-alq-msft
Community Support
Community Support

Hi, @Anonymous 

 

Based on your description, I created data to reproduce your scenario.

Table:

f1.png

 

Then you may create a matrix like below.

f2.png

 

Best Regards

Allan

 

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

Helpful resources

Announcements
PBI_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

Get Ready for Power BI Dev Camp

Microsoft named a Leader in The Forrester Wave

Microsoft received the highest score of any vendor in both the strategy and current offering categories.

Get Ready for Power BI Dev Camp

Power BI Dev Camp - September 30th, 2021

Mark your calendars and join us for our next Power BI Dev Camp!

PowerPlatform 768x460.png

Microsoft Learn

Check out our new Discover Your Career Path blog post series and get all the details.

Top Solution Authors