How to create table for first 3 month then Qtr 1, second 3 month Qtr 2 for full year

[Anonymous]

Hi Hello,

I have category and date. i need to create month wise sales like

         :-    Jan,Feb,March month then Qtr 1

         :-   Apr, May,June Then Qtr 2

   For full Year

Please find the attachement required ouput sample for reference.

[amitchandak · Accepted solution]

@Anonymous , if you have a calendar table with month, quarter, you can put them and matrix column and this should be possible.

quarter and then the  month. So that quarter become subtotal

For Calendar
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

For Matrix

https://docs.microsoft.com/en-us/power-bi/visuals/desktop-matrix-visual

https://www.burningsuit.co.uk/blog/2019/04/7-secrets-of-the-matrix-visual/

[amitchandak · Accepted solution]

@Anonymous , if you have a calendar table with month, quarter, you can put them and matrix column and this should be possible.

quarter and then the  month. So that quarter become subtotal

For Calendar
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

For Matrix

https://docs.microsoft.com/en-us/power-bi/visuals/desktop-matrix-visual

https://www.burningsuit.co.uk/blog/2019/04/7-secrets-of-the-matrix-visual/

[Anonymous]

Using the Matrix table you should be able to do this just fine. Ensure your date is set as a hierarchy,

then use the drill-down function to bring it down to Q, M, and years. 

[Anonymous]

Hi Karlos, Thank you for your inputs and nearly matched my expected output.

Small thing is that i want remove the total of row end.

in your sceenshot 462, i need remove that total for all rows.

Appreciate for your help..!!

[dax · Accepted solution]

Hi @Anonymous , 

You could set this in Matrix like below

Best Regards,
Zoe Zhi

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

[Pragati11]

Hi @Anonymous ,

Can you share some sample data for this?

Also, if you have got a date hierarchy column, you can use it on a matrix to achieve what you are looking for.

But having some visibility on your data will help in answering.

Thanks,

Pragati

[Fowmy]

@Anonymous 

Can you share your source data as table or Excel, it will be helpful to create the solution faster

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