How to Summarise tables by month and name?

Anonymous · ‎02-06-2022

I have a table with 4 columns: Name, Hours spent, Date and Location.

There can be multiple entries for the same name

I want to summarise the table by adding the amount of hours spent by a person in a given month and in a given year. How dothat? I have used the sumarise column to add it up by name but would need to display this information on a month and year basis.

Jihwan_Kim · ‎02-06-2022

Hi,

I am not sure if I understood your question correctly, but please check a below pictuure and the attached pbix file.

If you turn on the option - Auto Date/Time, the aggregation will be automatically done.

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jdbuchanan71 · ‎02-06-2022

You should create a dedicated calendar table in your model then hook that to your fact table. Then you can use the month / year from the calendar table and the names from your fact table to do the summary you are looking for. Take a look at this article about how to make a calendar table.

https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/