Forum Discussion

dr_anas's avatar
dr_anas
Frequent Visitor
2 years ago

Group invoice date

The primary data from a sales report consists of the following: customer name, invoice date, item description, item ID, and additional pertinent information. I need to add the annual and quarterly sales sums in Power BI dashboard. However, the dates in the original sales sheet are per day. My inquiry is how to combine the dates to be monthly while still displaying the sales sum. Please see the image attached.

Need Help

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi dr_anas ,

    Please try to create new column with below dax formula:

     

    Year = YEAR([Invoice Date]) 
    Quarter = "Q"&QUARTER([Invoice Date])

     

    Add a matrix visual with fields:

    Please refer the attached .pbix file.

     

    Best regards,
    Community Support Team_Binbin Yu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • dr_anas's avatar
    dr_anas
    Frequent Visitor
    2 years ago

    Thanks and apprciate your help, let me try and will update you shortly.