Grouping dates into months

[StormyButter24]

Hi,

I am newly introduced to power Bi and I want to have a matrix which shows the count of phone calls, tasks and emails created each month. 

I used the Created Date as the Rows and I managed to change the format to "month year". But now I have multiple rows for the same month.

Currently my Matrix has hundreds of rows, and I want to group the rows for the same month to decrease the quantity of rows in the table.

Any advice would be immensely helpful. thankyou

[Anonymous]

Hi, @StormyButter24 

I'm happy to answer your questions. Based on your communication with Idrissshatila, I think you need that displays phone, task, Email and other information grouped by month, and counts each month. I create a matrix using the following sample data:

On date we enable hierarchy:

Here we only keep the month, and then put the other columns into the value of the matrix:

We can use the following formula to create a measure to work with the slicer to calculate count of phone calls, tasks and emails created each month:

Dax formula:

Total of months = CALCULATE(COUNTROWS('Tabelle1'),Tabelle1)

Is the above the result you need? If not, please tell me the effect you want, and I will do my best to help you.

How to Get Your Question Answered Quickly

If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards

Jianpeng Li

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

[StormyButter24]

Hi 

thank you for your response, with the hierarchy how did you get the month? 
is it just by using the "MONTH()" formula?

[StormyButter24]

Hi, 

Yeah I clicked matrix. In a table does it automatically group it?

[Idrissshatila]

@StormyButter24 ,

no the matrix is who automatically group it,

do you have any other fields in the rows ?

[StormyButter24]

Hi,

No, all I have in rows is the created date. 

And I created the matrix again and it doesnt aggregate the months. Just hundreds of rows with the month and year for the row

[Idrissshatila]

@StormyButter24 ,

remove the created date and create a calculated collumn for month year as the following

month year = format ('yourTableName'[created date],"mmmm YYYY")

and then use this collumn only in rows.

[StormyButter24]

Hi, how do you do create a calculated field? I'm a rookie with this software

[Idrissshatila]

@StormyButter24 ,

check this video https://youtu.be/ePPi1LLX0sA?si=Q6rD_spkbaJ7oEcj

[Idrissshatila]

HEllo @StormyButter24 ,

if you have the month field as a first field in the rows then it should group them automatically.

[StormyButter24]

Hi, unfortunately it hasnt. I'll show a photo.

[Idrissshatila]

Hello @StormyButter24 ,

are you sure this is a mtrix and not a table, this is the matrix