Matrix to show by month and also by year for 2 years

Data Visualizations
1

Hi,

Is there a way of the matrix showing a monthly value and annual total over a 2 year period. As per the attachment.
sample.xlsx (10.9 KB)

Thanks in advance
E

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2

Hello @ElizabethTachjian,

Thank You for posting your query onto the Forum.

In order to achieve the results based on the scenario that you’ve provided in the Excel mock-up file. You’ll be required to break the figures first, by “Fiscal Year” and then add another layer beneath that of field “Month & Year” so that you’ve intermediate totals for each year.

Below is the screenshot of the final results alongwith the working of the PBIX file attached for the reference -

Final Results
Final Results1948Ă—516 35.8 KB

Hoping you find this useful and meets your requirements that you’ve been looking for.

Thanks and Warm Regards,
Harsh

Matrix Visualisation - Yearly Bifurcation of Figures - Harsh.pbix (102.5 KB)

1 Like
3

Thank you. I will review now.

4

Working beautifully. thank you!

5

Hello @ElizabethTachjian,

You’re Welcome! :slightly_smiling_face:

I’m glad that I was able to assist you.

Thanks and Warm Regards,
Harsh