Handle repeating values in Power BI Matrix

Power BI
1

Hello,

I am currently working on a report that involves comparing budget, forecast, and reforecast data. Specifically, I have a baseline budget, the current forecast amount, and several draft reforecast amounts for scenario with mutiple versions.

The draft reforecast version numbers are stored in a dimension table and connected to the draft reforecast fact table. Additionally, I have separate measures for the baseline budget and the current forecast.

To facilitate comparison, I intend to present this information in a matrix visual using Power BI. However, when I attempt to do so, all three measures appear repeatedly in the matrix visual, with the version number added as column to the matrix visual.

Ideally, I would like to have the Budget and Current Forecast values displayed as the first two columns, followed by the different versions showing their respective draft reforecast values.

This is how it is currently appearing in the matrix visual -

image
image1084×173 4.54 KB

I would like to display this as below:
image

Please share any thoughts to acheive this.

1 Like
2

Welcome, Roy Varghese, to EnterpriseDNA! We appreciate your contribution to the Community Forum by posting your question. To ensure that we can assist you in the best way possible, please provide a work-in-progress Power BI Desktop file, an Excel data file in table format, and format any code samples along with your problem description when posting to the Forum. Thank you!

3

To help the conversation, my suggestion would be to substitute a Table Visual for a Matrix Visual which would look like this (with some formatting added):

budget forcast as table visual

** The Matrix Visual uses Grouping Columns that for your case would not work.

4

Thanks, how can this be made dynamic?
As it should cater for new draft reforecast versions once a new version is added to the version dimension.

5

Would you elaborate on “more dynamic?”

Are you speaking of more dynamic in terms of being able to use a Slicer to control which data table columns and measures are displayed on the Y Axis of the Table Visual?