Forum Discussion
Help with Month over month in specific format
I have report I need to build but layout requested is to have month over month aggregated over 3 month period. How could i do this in PBI? With matrix, the groupings and subtotals automatically get incorporated into each column group.
see below example of how i need it
Issues i found using matrix
Hi, Anonymous ;
Base on my understand , you could have two ways to achieve it, as follows:
Method1:
1. create a Auxiliary table（Table2）
Table2 = var _a= SUMMARIZE('Table','Table'[cate],'Table'[date],"month",FORMAT('Table'[date],"Mmm")) var _b=SUMMARIZE('Table','Table'[cate],"1",BLANK(),"month","MOM%") return UNION(_a,_b)2.create a measure2,
Measure 2 = VAR _PER=CALCULATE(SUM('Table'[value]),FILTER(ALLEXCEPT('Table','Table'[client]) ,[cate]=MAX('Table2'[cate])))/CALCULATE(SUM('Table'[value]),ALL('Table2')) VAR _B= IF(MAX('Table2'[month])="MOM%",FORMAT(_PER,"0%"), CALCULATE(SUM('Table'[value]),FILTER('Table',[cate]=MAX('Table2'[cate])&&[date]=MAX('Table2'[date])))) RETURN IF(ISFILTERED('Table2'[month]), _B,SUM('Table'[value]))The final output is shown below:
Method2:
1. add three rows in power query .
2.create a measure1
Measure1 = VAR _mom = CALCULATE ( SUM ( 'another'[value] ), ALLEXCEPT ( 'another', 'another'[client], 'another'[cate] )) RETURN IF ( ISFILTERED ( 'another'[date] ), IF ( MAX ( 'another'[date] ) = "MOM%", FORMAT (_mom/ CALCULATE ( SUM ( 'another'[value] ),ALLEXCEPT ( 'another', 'another'[client] )),"0%"), SUM ( 'another'[value] )), _mom)The final output is shown below:
if not right, can you share me simple file after removing the sensitive information?
Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 Replies
- Greg_Deckler
Community Champion
Anonymous Hard to be sure but sounds like Rolling Months: https://community.powerbi.com/t5/Quick-Measures-Gallery/Rolling-Months/m-p/391499#M124
If not, Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882
Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2. 
v-yalanwu-msftCommunity Support
Hi, Anonymous ;
Base on my understand , you could have two ways to achieve it, as follows:
Method1:
1. create a Auxiliary table（Table2）
Table2 = var _a= SUMMARIZE('Table','Table'[cate],'Table'[date],"month",FORMAT('Table'[date],"Mmm")) var _b=SUMMARIZE('Table','Table'[cate],"1",BLANK(),"month","MOM%") return UNION(_a,_b)2.create a measure2,
Measure 2 = VAR _PER=CALCULATE(SUM('Table'[value]),FILTER(ALLEXCEPT('Table','Table'[client]) ,[cate]=MAX('Table2'[cate])))/CALCULATE(SUM('Table'[value]),ALL('Table2')) VAR _B= IF(MAX('Table2'[month])="MOM%",FORMAT(_PER,"0%"), CALCULATE(SUM('Table'[value]),FILTER('Table',[cate]=MAX('Table2'[cate])&&[date]=MAX('Table2'[date])))) RETURN IF(ISFILTERED('Table2'[month]), _B,SUM('Table'[value]))The final output is shown below:
Method2:
1. add three rows in power query .
2.create a measure1
Measure1 = VAR _mom = CALCULATE ( SUM ( 'another'[value] ), ALLEXCEPT ( 'another', 'another'[client], 'another'[cate] )) RETURN IF ( ISFILTERED ( 'another'[date] ), IF ( MAX ( 'another'[date] ) = "MOM%", FORMAT (_mom/ CALCULATE ( SUM ( 'another'[value] ),ALLEXCEPT ( 'another', 'another'[client] )),"0%"), SUM ( 'another'[value] )), _mom)The final output is shown below:
if not right, can you share me simple file after removing the sensitive information?
Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
