Column and drill down to months

Question

I have a column called month and I have two other columns called "YTD" and "Plan" respectively. What i want to achieve is to have A column YTD then 12 columns that would show YTD for each month next I want to have "Plan" and 12 columns that would show plan for each month.

What is the best approach to achieve it, Ideally would be to have some expand/collapse option in column headers but as far as I know that is not possible.

All in all how can I achieve that?

tex628 · Answer

Hi,&nbsp;I'd start out my trying to change the excel file a little, so that you only have one level instead of a 3 level hierarchy:
If you bring this data into powerquery you can then unpivot other columns on the customer:

Then split that attribute column into proper information:

And now you have data properly structured so that you can start making visualizations:

( I used customer on the x-axis since i only included 1 month in the example)&nbsp;Br,&nbsp;Johannes

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tex628 · Answer

Is it something along the lines of this you're looking for?(All months in a PowerBI matrix ofc)/J

anonymous · Answer

Hi&nbsp;Anonymous&nbsp;,&nbsp;Please follow steps below:&nbsp;1. Table format&nbsp;2. Remove Plan Column&nbsp;3. Perform pivot option&nbsp;4. Thats it. Create duplicate of this table and perform same operation on plan column.&nbsp;Did I answer your question? Please Mark my post as a solution !&nbsp;Regards,Abhijeet

anonymous · Answer

tex628&nbsp; No I do not want to have all columns grouped by months I want to have YTD next to this I want to have 12 columns that would show all of the values throughout the 12 months. Next I want to have column Plan and again next to this column I want to have values for all 12 months for "Plan"&nbsp;Just to give you a quick outlook i want to have the following layout - it is just a rough paint sketch:&nbsp;And to make myself clear I want to have it on my dashboard not in my data view only&nbsp;