Sum categories on rows and by months on columns into a Visual table

[Gigi4691]

Hi,

How can I produce a visual table with the sum of categories on rows and by months on columns. I don't want to use a matrix (as we get the export data on tabular form). 

I would like to have this result. Thanks in advance for your help!

[Gigi4691]

Hi Shravan133,

The reason why I cannot use the matrix is because the person who will use it, will need sometime to use the option 'Export Data' in order to change manualy some values or categories. She needs the visual as a matrice to present it during the meetings. As she does presenthly in Excel, same as the picutre I added. She doees not have time to transform tabular data to a matrix.

Thank you so much for your answer, I will test it.

[Shravan133 · Accepted solution]

Hi,

Not sure why you dont want to use a matrix, if your export is in tabular format you can still transform it.

However, workaround which is not recommended and not ideal:

Step 1: Create Measures for Each Month

1. Create Measures for Each Month:

   • For each month, you need to create a DAX measure that calculates the sum of your category for that specific month. Assuming your date column is named Date, and the category column is named Category, and the value column is named Value, the measures would look like this:
   Sum_January = CALCULATE(SUM('YourTable'[Value]), MONTH('YourTable'[Date]) = 1) Sum_February = CALCULATE(SUM('YourTable'[Value]), MONTH('YourTable'[Date]) = 2) Sum_March = CALCULATE(SUM('YourTable'[Value]), MONTH('YourTable'[Date]) = 3) -- Repeat for all months

Step 2: Create a Table Visual

1. Add a Table Visual:

   • In Power BI Desktop, add a Table visual to your report canvas.

2. Add Category and Measures:

   • Add the Category column to the table.
   • Add the measures you created for each month to the table.