My matrix does not show the total per month and per year, how can I do?

[bkbn]

Hello,

I think I have a problem with my matrix. Indeed, as you will see in the file "Matrix 1" in attachment, this one does not make sense since it is not classified in months and years. However, I did put the data in the right fields.

I think that there is perhaps an error with my formula for the total sales. Here is my formula: "Total Sales = SUM(Sales[Revenue])" which you can also find in the attachment (Total Sales Formula).

I tried to modify the formula by filtering it by month "Total Sales = CALCULATE(SUM(Sales[Revenue]), 'Date'[Month])". This way, a total sales is created for each month but it doesn't work. Indeed, I think the problem comes from the fact that it is a total over all the years and, therefore, the software is not able to display the total for each month and year.

Do you have any idea how I can solve this?

Thank you and have a nice day,

Sincerely,

[mangaus1111]

Try to use this calendar table.  For me it works good

Date =

VAR MinYear = YEAR ( MIN ( 'Sales'[Date] ) )

VAR MaxYear = YEAR ( MAX ( 'Sales'[Date] ) )

RETURN

ADDCOLUMNS (

    FILTER (

        CALENDARAUTO( ),

        AND ( YEAR ( [Date] ) >= MinYear, YEAR ( [Date] ) <= MaxYear )

    ),

    "Year", YEAR ( [Date] ),

    "Month Name", FORMAT ( [Date], "mmmm" ),

    "Month Name Short", FORMAT ( [Date], "mmm" ),

    "Month-Year", FORMAT ( [Date], "mmm" )&"-"& RIGHT([Date],2),

    "Quarter Number", QUARTER ([Date]),  

    "Quarter", "Q" & TRUNC ( ( MONTH ( [Date] ) - 1 ) / 3 ) + 1,                                

    "Month Number", MONTH ( [Date] ),

    "Weekday", FORMAT ( [Date], "dddd" ),

    "Weekday number", WEEKDAY( [Date] ),

    "Year*Month",YEAR ( [Date] )*100 + MONTH ( [Date] )

)

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

[mangaus1111]

Hi @bkbn ,

did you create a relationship between your calendar table and fact table?

[bkbn]

Hello, thank you for your help. Yes I have a relationship : 

[amitchandak]

@bkbn , The measure does not seem right to me. If you have date, with help from the date joined with the date table you can have measure like

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA