New Table - Calendar and Summarize

[paul_luvaglia]

Hi,

I have a table of sales data by invoice number and part number. 

Each part may not be sold every month

I would like a summary table by part, year and month - but to include all year/month/part combinations even if we no invoices are in the source table for the year/month/part combination

How do I do this?

Many Thanks

[Anonymous · Accepted solution]

Hi @paul_luvaglia ,

I think @Greg_Deckler ‘s solution is great!! just change the countrows to the aggregation you need depending on your needs. If it's just following the sample data you gave, you could probably just create a simple calculated column:

Column = IF([Qty]=BLANK(),[Qty]+0,[Qty])

An attachment for your reference. Hope it helps!

Best regards,
Community Support Team_ Scott Chang

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

[paul_luvaglia]

This would be a quick example of the source

Year	Month	Inv Num	Part	Qty
2024	1	1	ABC	4
2024	2	2	ABC	6
2024	2	3	XYZ	4
2024	4	4	ABC	1

I would like some thing as per the below

Year	Month	Part	Qty
2024	1	ABC	4
2024	2	ABC	6
2024	3	ABC	0
2024	4	ABC	1
2024	1	XYZ	0
2024	2	XYZ	0
2024	3	XYZ	4
2024	4	XYZ	0

[Greg_Deckler · Accepted solution]

@paul_luvaglia Sorry, got pulled away yesterday. If all you have is a single table, then you could do this tweak to the original formula. PBIX is attached below signature.

Table 2 = 
  VAR __Years = DISTINCT('Table'[Year])
  VAR __Months = GENERATESERIES( MIN('Table'[Month]), MAX('Table'[Month]), 1 )
  VAR __Parts = DISTINCT('Table'[Part])
  VAR __Table =
    ADDCOLUMNS(
      CROSSJOIN(
        CROSSJOIN( __Parts, __Years ),
        __Months
      ),
      "__Count",
        VAR __Part = [Part]
        VAR __Year = [Year]
        VAR __Month = [Value]
        VAR __Result = SUMX( FILTER( 'Table', [Part] = __Part && [Year] = __Year && [Month] = __Month ), [Qty]) + 0
      RETURN
        __Result
    )
    VAR __Result = SELECTCOLUMNS( __Table, "Part", [Part], "Year", [Year], "Month", [Value], "Count", [__Count] )
RETURN
  __Result

[Anonymous · Accepted solution]

Hi @paul_luvaglia ,

I think @Greg_Deckler ‘s solution is great!! just change the countrows to the aggregation you need depending on your needs. If it's just following the sample data you gave, you could probably just create a simple calculated column:

Column = IF([Qty]=BLANK(),[Qty]+0,[Qty])

An attachment for your reference. Hope it helps!

Best regards,
Community Support Team_ Scott Chang

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

[Greg_Deckler]

@paul_luvaglia Try something like:

Table = 
  VAR __Years = DISTINCT('Table'[Year])
  VAR __Months = DISTINCT('Table'[Month])
  VAR __Parts = DISTINCT('Table'[Part])
  VAR __Table =
    ADDCOLUMNS(
      CROSSJOIN(
        CROSSJOIN( __Parts, __Years ),
        __Months
      ),
      "__Count",
        VAR __Part = [Part]
        VAR __Result = COUNTROWS( FILTER( 'Table', [Part] = __Part ) ) + 0
      RETURN
        __Result
    )
RETURN
  __Table

Otherwise, Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.