Forum Discussion
Helper IHow to create Consolidation Reports
Hi dheeraj_ami,
Yes, it is possible. I’d like to suggest you add a column as group, then you could use this column to grouping the data.
For example:
Type is the group column, if your data source doesn’t exist the group column, you could use calculate column to instead.
Result:
Regards,
Xiaoxin Sheng
Hi dheeraj_ami,
If your data source has related table about the group type, you could use RELATED function or lookup value function to add the group column.
If your data doesn’t exist group column, you could try to use if function or switch function to add the column. (you could refer to my earlier reply)
Sample (I want to set tom, jerry to a same group A, other to B):
Type=If ( or('Sales Record'[Custom Name]="Tom",'Sales Record'[Custom Name]="jerry "),"A","B")Type=SWITCH ('Sales Record'[Custom Name],"Tom","A","jerry","A","B")Regards,
Xiaoxin Sheng
Hi dheeraj_ami,
Yes, it is possible to do. You could refer to KGrice’s reply.
Detail steps:
1. Add a Quarter column to the table.
Dax: Quarter Amount = ADDCOLUMNS('Month Amount',"Quarter",SWITCH('Month Amount'[Month],"Jan",1,"Feb",1,"Mar",1,"Apr",2,"May",2,"Jun",2,"Jul",3,"Aug",3,"Sep",3,"Oct",4,"Nov",4,"Dec",4))
2. Create a matrix report.
3. Drag Quarter and month to rows, Amount to value.
Result:
Regards,
Xiaoxin Sheng
Helper IKGrice Anonymous Hi All,
My concept is grouping of attributes, this may be grouping of 3 or more city names Vs Revenue in row or grouping of customer names or any thing else.... it is not creating quarter from month. I need to create my owm user define report. Please let me know weather it is possible or not
customer Name Revenue
------------------ ----------
mike+john+abella 35000
jim 1500
jhonny+amy+sony 20500
OR
CityName Revenue
------------ -----------
New York+Dellas+Denver 525500
Texas+miami 2500
Washington 6500
Thanks
Hi dheeraj_ami,
Yes, it is possible. I’d like to suggest you add a column as group, then you could use this column to grouping the data.
For example:
Type is the group column, if your data source doesn’t exist the group column, you could use calculate column to instead.
Result:
Regards,
Xiaoxin Sheng
- dheeraj_ami
Hi Anonymous
How to create the Type column in the Report
Hi dheeraj_ami,
If your data source has related table about the group type, you could use RELATED function or lookup value function to add the group column.
If your data doesn’t exist group column, you could try to use if function or switch function to add the column. (you could refer to my earlier reply)
Sample (I want to set tom, jerry to a same group A, other to B):
Type=If ( or('Sales Record'[Custom Name]="Tom",'Sales Record'[Custom Name]="jerry "),"A","B")Type=SWITCH ('Sales Record'[Custom Name],"Tom","A","jerry","A","B")Regards,
Xiaoxin Sheng