Custom aggregate column in power bi matrix

Question

I\'m trying to create a matrix in a Power BI report summarizing Salesperson performance sliced in a number of different ways.

I know how to create a matrix with Rows

Answer 1

It's possible to do this, but not super easy. You'll need a measure with a SWITCH as well as a table for your headers.

You can create a header table along these lines:

Header =
UNION (
    SUMMARIZE ( Sales, Sales[Product], "Group", "By Product", "Index", 1 ),
    SUMMARIZE ( Sales, Sales[Year], "Group", "By Year", "Index", 2 ),
    DATATABLE (
        "Header", STRING,
        "Group", STRING,
        "Index", INTEGER,
        {
            { " Total", "Summarizations", 3 },
            { "% of Total Sales", "Summarizations", 3 },
            { "Avg Sale Size", "Summarizations", 3 }
        }
    )
)

Which will look like this:

Header,            Group,          Index,
Product 1,         By Product,      1,
Product 2,         By Product,      1,
2016,              By Year,         2,
2017,              By Year,         2,
2018,              By Year,         2,
 Total,            Summarizations,  3,
% of Total Sales,  Summarizations,  3,
Avg Sale Size,     Summarizations,  3

This table will automatically expand when more products or years are added.
(Note: The Index column is so I can order them properly using Sort by Column.)

Once you have that, you just need to put Group and Header on the columns of a matrix visual and Salesperson on the rows, with a switching measure in the values.

Measure =
VAR Val =
    SWITCH (
        SELECTEDVALUE ( Header[Group] ),
        "By Product", CALCULATE (
            SUM ( Sales[Amount] ),
            FILTER ( Sales, Sales[Product] = MAX ( Header[Header] ) )
        ),
        "By Year", CALCULATE (
            SUM ( Sales[Amount] ),
            FILTER ( Sales, Sales[Year] = VALUE ( MAX ( Header[Header] ) ) )
        ),
        SWITCH (
            SELECTEDVALUE ( Header[Header] ),
            "% of Total Sales", DIVIDE (
                SUM ( Sales[Amount] ),
                CALCULATE ( SUM ( Sales[Amount] ), ALL ( Sales ) )
            ),
            "Avg Sale Size", AVERAGE ( Sales[Amount] ),
            SUM ( Sales[Amount] )
        )
    )
RETURN
    IF (
        SELECTEDVALUE ( Header[Header] ) = "% of Total Sales",
        FORMAT ( Val, "0.0%" ),
        FORMAT ( Val, "0.0" )
    )

Each different group gets its own calculation and we have to use the FORMAT function to force the table to format the percentage function properly.

(Note: If you have slicers or filtering, you probably want to use ALLSELECTED where I used ALL above.)

---

Here's what my table looks like (not the exact same data but similar structure)

and here's the PBIX file I created for this:

https://drive.google.com/file/d/1qxc5p53MgmOm-NH3EcivkZLhLeEHpr4R/