matrix visual to show month wise and quarte wise data

[prasadpatil027]

Hi Community..!!

As you can see in the below image, i need it in the matrix visual , employee name in row, months and quarter in column and sales in value.

is this possible in the matrix visual?

please give me the solution.

thanks in advance..!!

[prasadpatil027 · Accepted solution]

Hi Community,

Thank you so much for responses.

I have got the solution by my own and it's very simple.

Power BI by default gives us Date Hierarchy and the same we can add it in the table visual and if we drill down to the any level we need , it will give result as per my requirement.

[v-venuppu]

Hi @prasadpatil027 ,

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[v-venuppu]

Hi @prasadpatil027 ,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

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[v-venuppu]

Hi @prasadpatil027 ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

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[amitchandak]

@prasadpatil027 , You can have Qtr and Month in Matrix column. It will show Qtr On op on month and Qtr Total in column when Qtr ends.

Are you looking to merge headers ??

[prasadpatil027]

Hi @amitchandak 
I need as same as image i have posted. Is that possible?

[v-venuppu]

Hi @prasadpatil027 ,

Thank you for reaching out to Microsoft Fabric Community.

Thank you @amitchandak  for the prompt response.

Yes, it is possible.

Here’s how you can do it step-by-step:

Step to Create Matrix Visual (Month + Quarter in Columns)

1. Prepare Your Data Table

Make sure your source data is structured like this:

Employee Date Sales
John 2025-01-01 500
John 2025-02-01 400
...

Each row should represent one Employee + Month + Sales combination.

2. Create Date Table (if not present)

Power BI needs a proper Date table for time intelligence.

Go to Modeling > New Table and create:

DateTable = CALENDAR(DATE(2025,1,1), DATE(2025,12,31))

Then add:

Month = FORMAT([Date], "MMM")
Quarter = "Q" & FORMAT([Date], "Q")
YearMonth = FORMAT([Date], "YYYY-MM")

3. Create Relationships
Relate your Sales table's Date to the DateTable[Date]

4. Create Matrix Visual

In Power BI > Matrix Visual:

Rows: Employee

Columns: Use Date Hierarchy or YearMonth + Quarter

Values: Sales (aggregated as SUM)

5. Show Both Month and Quarter Together

You can create a custom column in your date table like:

MonthQuarter =
SWITCH(
TRUE(),
FORMAT([Date], "MMM") = "Mar", "Q1 Total",
FORMAT([Date], "Jun", "Q2 Total"),
FORMAT([Date], "MMM")
)
Then drag MonthQuarter into the Columns field of the matrix to show months + Qtr total.

6. Enable Subtotals

In the Visual Format Pane:

• Turn on Column Subtotals
• Adjust styling under "Subtotals" and "Row headers" as needed.

You will get output as:

Rows: John, Sarah

Columns: Jan, Feb, Mar, Q1 Total, Apr, May, Jun, Q2 Total

Values: Sales

If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it! 

 Thank you.