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Anonymous
Not applicable

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

 

MAnderson1525_0-1635866659358.png

 

Issues i found using matrix

MAnderson1525_0-1635867491141.png

 

1 ACCEPTED SOLUTION
v-yalanwu-msft
Community Support
Community 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)

vyalanwumsft_0-1636095897388.png

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:

vyalanwumsft_1-1636096341755.png

Method2:

1. add three rows in power query .

vyalanwumsft_2-1636096410578.png

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:

vyalanwumsft_3-1636096517423.png

vyalanwumsft_4-1636096528344.png

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.

View solution in original post

2 REPLIES 2
v-yalanwu-msft
Community Support
Community 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)

vyalanwumsft_0-1636095897388.png

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:

vyalanwumsft_1-1636096341755.png

Method2:

1. add three rows in power query .

vyalanwumsft_2-1636096410578.png

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:

vyalanwumsft_3-1636096517423.png

vyalanwumsft_4-1636096528344.png

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.

Greg_Deckler
Super User
Super User

@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.


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