Forum Discussion

aishak12's avatar
aishak12
Helper IV
5 years ago

Add Quarters to Matrix Table

I am currently using a Matrix Visual with Individual Queries for my Values. Then for my columns I have a date format. Is there any way to total the individual Quarters.

 

For example have new column's be created showing:

- Total Quarter 1 (January + February +  March) 

- Total Quarter 2 (April + May + June)

- Total Quarter 3 ( July + August + Sept) 

 

 

 

 

Need Help

2 Replies

  • lbendlin's avatar
    lbendlin
    Super User
    5 years ago

    Your data model should contain a calendar table. Use the Quarter column from there.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi aishak12 ,

     

    If you have a Date column in your table, you may add it to the columns in the matrix and select quarter in Date Hierarchy.

     

     

     

    If you don't have a date column, you may create a separate table as follows.

    Quarter

    Qtr 1
    Qtr 2
    Qtr 3
    Qtr 4

     

    Then create a measure which will be put into Values in the matrix with SWITCH or IF to make the value of each quarter correspond to your Qtr1, Qtr2, Qtr3 and Qtr4.

     

    Just like:

    Measure = SWITCH(MAX('Table (2)'[Quarter]),"Qtr 1",CALCULATE(SUM('Table'[Values]),FILTER('Table',[Month]="January"&&[Month]="February".....
     
     
     

    Best Regards,

    Stephen Tao

     

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