Monthly sales by category (actual or forecasted)

[aandrade21]

I am a newbie so please pardon my lack of understanding here!

I want to create a report that has opportunity categories broken down by month. Under each month's column would be a calculation of the value of all opportunities that have a forcasted close date during that month. 

Looking something like this:

                          This Month (ex March)          Next Month (April)         Following Month (May)

Category 1         $$$                                        $$$                                  $$$
Category 2         $$$                                        $$$                                  $$$
Category 3         $$$                                        $$$                                   $$$

Being that I'm new, the most simple terms possible are appreciated! 

Thanks! 

[asocorro · Accepted solution]

You may achieve this with the matrix visualization.  Set the rows to your categories, the columns to the months, and the values to your calculations.  For example:

For the calculation, you may choose one of the built-in ones, and if none fit your needs, you will need to define a DAX measure:

[asocorro · Accepted solution]

You may achieve this with the matrix visualization.  Set the rows to your categories, the columns to the months, and the values to your calculations.  For example:

For the calculation, you may choose one of the built-in ones, and if none fit your needs, you will need to define a DAX measure:

[austinsense · Accepted solution]

@asocorro is right on with the post. My only other suggestion is to include a calendar table in your data model.  So you'll have two tables - one with all your sales opportunities and one with all your dates.

Here's a good link for creating a calendar table LINK The calendar table is used to do rollups on your dates - for example you have a bunch of dates on your opportunity table but you want to roll everything up by the month.