Forum Discussion

bscholler's avatar
bscholler
Frequent Visitor
3 years ago

Month by Month Column in matrix

I am trying to get a netfee by month for each studio into a Matrix for a Sales Pipeline Report. Basically trying to recreate this excel file.

But I am pretty new to powerBI and can't get the matrix to read the dates correctly and this is what I come up with. 

 

I have the date column in my data to read as a short date as of now.  I know how in depth calendar functions can get.  Any ideas what I am missing to be able to read the data and group/sum it by month per studio?

 

3 Replies

  • bscholler's avatar
    bscholler
    Frequent Visitor

    I was able to create a Date Table.  And connected any date fields in my data to the Date Field in my DateTable.  I am just unsure what measures would be used or what even to do after that. 

     

  • some_bih's avatar
    some_bih
    Icon for Community Champion rankCommunity Champion

    Hi bscholler what is shown in your Excel overview I could not find in your picture as some column 🙂 Basically, you should find column in your model and create simple measure for start, like SUM(<Your table>[Column name]) , I guess pipline something. The figures with # I have no idea what is meaning of it. Be carefull, about granularity of your data as it could be already summarize or it is detailed or it is some snapshop.