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Anonymous
Not applicable

Values by month

I have a matrix set up like so

 

june

      orders

      sales

      income

   

july

      orders

      sales

      income

 

and so on with the months of the year. I want to organize it like this though

 

 

orders

     june

     july

     august

    september

 

and so on with the rest of the months, then the next account, sales, to do the same thing. does anyone know how to organize a matrix in such way?

 

1 ACCEPTED SOLUTION
mickey64
Super User
Super User

Step 0: I use this data table. (Date: yyyy/mm/dd)

mickey64_0-1721185341873.png

 

Step 1: I fill down the 'Date' column on Power Query Editor.

- Before -

mickey64_1-1721185441121.png

- After -

mickey64_2-1721185507158.png

 

Step 2: I filter the 'Class' column on Power Query Editor.

- Before -

mickey64_3-1721185573464.png

- After -

mickey64_4-1721185661633.png

 

Step 3: I click 'Close & Apply' on Power Query Editor.

 

Step 4: I make a matrix on Power BI Desktop.

mickey64_5-1721185927701.png

 

View solution in original post

2 REPLIES 2
mickey64
Super User
Super User

Step 0: I use this data table. (Date: yyyy/mm/dd)

mickey64_0-1721185341873.png

 

Step 1: I fill down the 'Date' column on Power Query Editor.

- Before -

mickey64_1-1721185441121.png

- After -

mickey64_2-1721185507158.png

 

Step 2: I filter the 'Class' column on Power Query Editor.

- Before -

mickey64_3-1721185573464.png

- After -

mickey64_4-1721185661633.png

 

Step 3: I click 'Close & Apply' on Power Query Editor.

 

Step 4: I make a matrix on Power BI Desktop.

mickey64_5-1721185927701.png

 

ryan_mayu
Super User
Super User

usually you only need to create measures and add measures to the matrix. Could you pls provide some sample data and the expected output?





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