Create monthly overview

Hi stiand ,

I create sample data to reproduce the scenario showing below picture ,setting the Item column has three instances as Revenue, Profit, Cost, and the Unit column has five instances from Unit A to Unit D ,when transfer your Excel format data to query format data in Query Edit.

The Matrix visual displays the whole data like below picture.

Then, create measure named "Sum Item" to calculate total Revenue, Profit, Cost, assuming the table named Table1.

Sum Item = CALCULATE(SUM(Table1[Value]),ALLSELECTED(Table1[Item]))

Finally, choose Clustered column chart visual to display the total Revenue, Profit, Cost for each month. For example, when make some selections in slicers, return the result showing below picture.

Here is my test pbix file link: https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/EcuHdbGGNHFJq5y-1122hAcB75Q3rLqG-Q_DQuVwTNFNoA?e=7mIeyW

Best Regards,

Amy

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