Profitbase / PowerBI-visuals-FinancialReportingMatrix

Power BI Custom Visual for Financial Reporting
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Column formular Question #601

Open mhennemuth opened 6 months ago

mhennemuth commented 6 months ago

I created a column formular for a variance column - the data is cummulated by quarter and the visual is been filtered. I created the formular with Q1 selected/filtered and it worked just fine. I then changed the selected quarter to Q2 and the formular did not worked anymore. I then deselected the filtered Quarter and all quarters are shown, I then added for each quarter variance a column formular - but the applied steps logic is always applying the last.

Q1 with working formular image

Q2 without working formular image

Is there anything I need to do differently ?

Please advise and Thank You for the support, Manfred

AndersAano commented 6 months ago

Hi @mhennemuth,

We just saw a similar case to this. There will be a fix for this in the next version.

However, we managed to fix it with a workaround as well. Could you check that all your dimension tables have a one-way relationship?

I don't know what the rest of your report looks like, but in the other case, they had a header on the report page that contained information on dimensions and time period that was selected. In that case, they could remove the time period form the column header. If you do that, the formula will work with every period you select in your slicer.

image

-Anders

mhennemuth commented 2 weeks ago

Hi Anders - I see in the release notes of v8,0 that this can now be solved with the custom measure. Do I understand the function correctly, that I have put my formular in the custom measure, instead of the colum as before or how do I solve my issue above ?

Thank You again, Manfred

AndersAano commented 2 weeks ago

Hi @mhennemuth,

Yes, you should now be able to right click on a column header, and instead of choosing "Add column before/after", you can now select "Add measure before/after". image

Then you get a field you can add title and formula, but the measure will then be relative to the column header: image

Example: image

-Anders