showing Quarter based results

Hi Anonymous,

in the query editor unpivot your month columns and you will get two columns with Month and values then calculate your QTD values from there.

Regards,

MFelix

Hi Anonymous,

If you need to keep the monthly data, please replicate the source table, then, based on the replicated table, you could generate the quarterly data in Query Editor mode.

Select the [Vendor] column, then click Unpivot other columns.

After unpivoting table, you should add a conditional column like below.

Alternatively, you can add a custom column using this code rather than UI operation as above image shows. 

=if List.AnyTrue(List.Transform({"Jan","Feb","Mar"}
,(substring) => [Month]= substring)) 
then "Quarter1" 
else if List.AnyTrue(List.Transform({"Apr","May","Jun"}
,(substring) => [Month]= substring)) 
then "Quarter2" 
else if List.AnyTrue(List.Transform({"Jul","Aug","Sep"}
,(substring) => [Month]=substring)) then "Quarter3" 
else "Quarter4"

Then, please group data records based on vendor and quarter.

Then, pivot table. Select [Quarter] column, click Pivot column, make settings in "Pivot Column" dialog as below.

Final result.

Best regards,
Yuliana Gu