Aggregate values of transaction made in same month

[Anonymous]

Sales_Table

Hi Everyone

I am new to power bi. Need assistance for my issue.

For the given table, I want to aggregate the monthly values of sales of each branch of the transaction that happened in the same month. Please suggest if I need to make another table, or I can change this table as per the requirement.

Thank you

[v-xuding-msft · Accepted solution]

Hi @Anonymous ,

Please try this:

Month = MONTH('Table'[TrabsactionDate])

Column = CALCULATE(SUM('Table'[Sales]),ALLEXCEPT('Table','Table'[Month],'Table'[BranchName]))

 

[amitchandak]

@Anonymous , ideal is that you can create a date table, In that, you can have a month -year, year qtr, etc, You can join to you date and ana analyze it at the visual level

https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

Watch my webinar for analysis : help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184

Another way is to use date Hierarchy. When you date in visual you will see that option.

If you need this as a column  try like

Branch month sum =time = sumx(filter(Table,format(Table[Date],"YYYYMM") = format(earlier(Table[Date]),"YYYYMM") && Table[branchname] =earlier(Table[branchname])),Table[salesvaluetaxinclused])

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/


Appreciate your Kudos.