Accessible Reporting - Convert Matrix to Table, using Calculation Groups?

[Mark_Holland_GD]

Hi,

Our organisation work with individuals how use screen readers to understand our data. I want to replicate the following matrix as a table:

But I want to keep Month/Year in each column so the screen reader can move across the table and read all the information in the column, using Client Reach Measures as the Accessible Row Name to Refer to Row by.

How can I do this - keeping dates in columns? I considered using Calculation Groups to create a field for the most recent 12 months. Would there be a way to use these to achieve this output?

Thanks,

Mark

[shafiz_p]

Hi @Mark_Holland_GD , this output is possible using matrix visual. See this image:

place year/month in column and measure in values and dimension in rows. Then go to values > turn on switch values to rows. Set layout to table. Dril on both rows and column. You will get your desired output.

Hope this helps!!

If this solved your problem, please accept it as a solution and a kudos!!

Best Regards,
Shahariar Hafiz

[Mark_Holland_GD]

Hi @shafiz_p ,

That's how my matrix is already set up. The issue is it's not accessible - so when a screen reader reads the matrix, it doesn't identify the main columns to read from, until in a table visual.

For example, the user should be able to move to column February 2025. Moving down that column the screen reader would use the Client Reach Measures column as the Reading Row and would read this column followed by the vaue in February 2025, then move down to the next. This way the blind user is able to get an idea of the performance for February across all metrics. But the matrix doesn't do this.

So I want to have a table with a column for each month in order to do this. I was thinking of trying calculation groups to do this, creating one metric for each month. But I'm not sure how I could do this or how to set it up.

Does that help?

[shafiz_p]

I don't think you will get your desired output using table visual, for this you need to use matrix visual either use switch value to rows or not.

In table , all fields are treated as columns. So using calculation group in table for each month as an item, it will not show as individual column as you want rather it will show month name as row item.

To set up a calculation group, go to model view, select calculation group, name it.  Then create seperate Item for each month. For example, for January2025:

January2025 = 
CALCULATE(
    SELECTEDMEASURE(), 
    'Calendar'[Month] = 1 && 'Calendar'[Year] = 2025
)

Repeat this process for all 12 months.

Place calculation group in column and client research measures in values. Also, client research measures column in rows.

Try and check if this helps or not.

Thanks,

[Mark_Holland_GD]

Thanks @shafiz_p ,

Do you know if there's an alternative way to get a column in a Table Visual to read out the values each month for a metric?

What about creating a calculated table and putting the values from calculation groups into the calculated table?