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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Table Visualization by Customer breakdown by Type and Month

Hello Power BI Community Can anyone please advise me on how to resolve this.   My use-case is that we have monthly finance transactional data for each month from Jan to May (e.g. Data source is ...
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MFelix's avatar
MFelix
Icon for Super User rankSuper User
6 years ago

Hi Anonymous ,

 

You don't refer but I assume you have a year column somewhere in the data correct?

 

I would create a date column with end of month date to make the connection to calendar table using a date column.

 

This will allow you to make time inteliggence calculations (MTD, QTD, YTD).

 

Can you share a sample data?

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Thanks MFelix for reaching out to me.

 

Please find attach a sample PBIX file with Gross Margin and Datetable with Y2020 data only and all the DAX measure created - 

https://drive.google.com/file/d/1aEJ1vpmqG2TXv1-8CpAIyiepxSxKETIa/view?usp=sharing

 

Also explained below the final output views, please note this is sample data (Data hirerarchy Category-->>Customer) and not properly aggregated, just created to give an overview on how the final output should look like. Appreciate your help in advance