Supercharge Power BI Matrix Visual: Managing Multiple Measures

In this KZbin video, we tackle the challenge of effectively displaying many measures in a Power BI matrix visual. Dealing with a cluttered matrix and a bottom scroll bar can make it difficult to compare values. The solution presented involves a technique to showcase measures both on rows and columns. For instance, you can arrange sales amounts and quantities by each month on the rows, while featuring current month sales, previous month sales, variance, and more on the columns.
The video also demonstrates the flexibility to select and compare different periods, such as the current month versus the previous month or the current year-to-date with the previous year-to-date.
The approach empowers users to tailor their visualizations, providing the ability to decide what and how they want to see the data. Ultimately, this solution offers an easy and customizable way to give users control over their Power BI reports.
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🌏: perytus.com/
✍: perytus.com/blog/
📞: perytus.com/contact/
0:00 Intro
1:30 Problem Statement
4:30 Let's improve the matrix visual?
6:00 Dive into the solution
13:25 Extend the solution
16:30 Final Thoughts and homework
#powerbideveloper #businessintelligence #bi #perytus #decipheryourdata #powerbipro #powerbideveloper #dax #fieldparameters #calculationgroups #learnpowerbi #howtopowerbi #powerbitraining #powerbiforbeginners #dataanalysis #microsoftpowerbi #microsoftpowerbidataanalysis #visualinteraction #visualizaton #calculationgroups #powerbicalculationgroups #matrixvisual #matrixvisualpowerbi

[@jjohn108]

Awesome hack. Loved it ❤ On variance and variance %; Cal item - Variance = selectedmeasure() - calculate( Selectedmeasure(), Dateadd( datecol, -1,month) ) And the % would be the above calculation divided by prev month

[@PowerBIHowTo]

Hi there, Thanks for the feedback and the reply on the variance. Although the DAX is good but it will not be added a calculation item. It will be another measure as placeholder and then we will check in the existing calculation items (MTD/YTD) if variance measure is used and then perform the calculation. I hope it make sense. Thanks!

[@jjohn108]

True, then we need to have a dummy column named ' Variance' & add in the switch statement a row which checks for when isselectedMeasure as 'Variance', need to do a difference of above CY & PY. thanks for the feedback & learning a lot from your videos.

[@PowerBIHowTo]

@@jjohn108 Yes here you go. And stay tuned for the next video (kind of part 2) where we will take it to one level further. Thanks for sharing your feedback. Best regards!

[@jjohn108]

@@PowerBIHowTo Sure 😊

[@raulparra60]

Como siempre un gran video. Gracias por compartir

[@PowerBIHowTo]

Thank you for the feedback. 🙏

[@v75tan]

Great info

[@PowerBIHowTo]

Thanks for watching!

[@SandeepPawar1]

Top stuff !

[@PowerBIHowTo]

Thanks a lot Sandeep 🙏 Much appreciated!

[@Praaxx]

Another great video. Using the Current and Previous measures as triggers for the calculation groups is a great idea.

[@PowerBIHowTo]

Glad you enjoyed it! Thanks for the feedback. Best regards!

[@nitheshn7019]

Thanks a lot

[@PowerBIHowTo]

Most welcome 🙏

[@cristian.angyal]

Great video Parv. 👏 Thanks for sharing!

[@PowerBIHowTo]

Thanks my friend. Appreciate the feedback 🙏

[@sukoi2113]

Thanks for sharing this.

[@PowerBIHowTo]

Thanks for listening and watching. Appreciate the feedback.

[@VictorHugo-bd3bf]

Very useful. Thanks for sharing.

[@PowerBIHowTo]

So nice of you. Glad it was helpful. Thanks, Victor!

[@Sirigineedi_Navann]

How are you sir this is navann your big fan. Anyway best video after longtime sir 😊

[@PowerBIHowTo]

So nice of you Navann 🙏 I hope you are doing well. Thanks for the feedback. Really appreciate it. I hope to do videos more often since my new system somewhat operational. Stay tuned!

[@Sirigineedi_Navann]

@@PowerBIHowTo lovely sir ❤️

[@SergiyVakshul]

Calculation groups limit your options of conditional formatting. For example, it is impossible to use bars for some cells and do not for others at the same time. Another restriction - “Discourage implicit measures” property of semantic model. When this property is set to On there are problems with using some of the crucial custom visual such as Microsoft Gantt chart, HTML Content and, I guess, there are more. The main reason I’ve been using calculation groups is the custom formatting they provide. With the resent update of Power BI custom formatting for measures is now possible out of the box. Calculation groups are not needed for that purpose anymore. I plan to get rid of calculation groups once I am ready. “Discourage implicit measures” set to On is pain in the backside.

[@SergiyVakshul]

All the same - thank you very much or the very helpful video.

[@PowerBIHowTo]

Hi Sergiy, Thanks for your opinion on the calculation groups. First of all, as a best practice, one should never use implicit measures regardless of whether calculation groups are used or not. Don't want into detail, there are many many discussions on this already. 2nd, the calculation group is more than just the dynamic formatting you mentioned. It is mainly for reuse of calculation. In my earlier videos on calculation groups, I explained what that is, and this is the biggest and the most powerful use case of calculation groups. Regarding conditional formatting, yes it can be challenging. I have a video on it. End of the day, it is a powerful method but power comes with a lot of responsibilities, and one has to make sure they understands the workings of it insight out otherwise they will run into issues. I really appreciate your feedback and your thoughts on calculation groups. Keep on bringing it. Best!