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Nashville1986's avatar
Nashville1986
Frequent Visitor
2 years ago
Solved

How to Create Custom Rows of Aggregated Data

Hello,

 

I am creating a matrix that looks at sales by month from a specific start date, but I also need to add custom date ranges that look at months 1-6 combined, 1-12 combined, all months after the first year combined, and total months.  I am not sure how to create the custom aggregated rows.  Ultimately looking for how to calculate something like the last three rows below...

 

MonthSales CountTotal Sales
3/1/20206$84
4/30/20205$210
5/31/20206$126
6/30/20203$75
7/31/20209$279
8/31/20208$168
3/2020 - 5/202017$420
6/2020 - 8/202120$522
3/2020 - 8/31/202037$942
Need Help
  • lbendlin's avatar
    lbendlin
    2 years ago

    Not part of the standard visual functionality.  Consider using separate visuals.

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi, Nashville1986 

    Thanks for lbendlin  reply. You can refer to the following DAX.

     

    Create a Table:


    User this DAX to the matrix:

     

     

    Sales counts = 
VAR _JanuaryMonthStartDate =
    MIN ( 'Table'[Date] )
VAR _JuneMonthEndDate =
    EOMONTH ( _JanuaryMonthStartDate, 5 )
VAR _JulyMonthStartDate =
    EOMONTH ( _JuneMonthEndDate, 5 ) + 1
VAR _DecemberMonthEndDate =
    EOMONTH ( _JanuaryMonthStartDate, 11 )
VAR _secondYearJanuaryStartDate =
    EOMONTH ( _JanuaryMonthStartDate, 11 ) + 1
VAR _maxDate =
    MAX ( 'Table'[Date] )
VAR _FirstYear1To6Months =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JanuaryMonthStartDate
                && 'Table'[Date] <= _JuneMonthEndDate
        )
    )
VAR _FirstYear7To12Months =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JulyMonthStartDate
                && 'Table'[Date] <= _DecemberMonthEndDate
        )
    )
VAR _AfterFirstYearMonths =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _secondYearJanuaryStartDate
                && 'Table'[Date] <= _maxDate
        )
    )
VAR _AllMonths =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JanuaryMonthStartDate
                && 'Table'[Date] <= _maxDate
        )
    )
VAR _categories =
    SELECTEDVALUE ( 'Table 2'[Categories] )
VAR _result =
    SWITCH (
        _categories,
        "First Year 1-6 Months", _FirstYear1To6Months,
        "First Year 7-12 Months", _FirstYear7To12Months,
        "After First Year Months", _AfterFirstYearMonths,
        "All Months", _AllMonths
    )
RETURN
    _result

     

     


    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum



     

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi, Nashville1986 

    Thanks for lbendlin  reply. You can refer to the following DAX.

     

    Create a Table:


    User this DAX to the matrix:

     

     

    Sales counts = 
VAR _JanuaryMonthStartDate =
    MIN ( 'Table'[Date] )
VAR _JuneMonthEndDate =
    EOMONTH ( _JanuaryMonthStartDate, 5 )
VAR _JulyMonthStartDate =
    EOMONTH ( _JuneMonthEndDate, 5 ) + 1
VAR _DecemberMonthEndDate =
    EOMONTH ( _JanuaryMonthStartDate, 11 )
VAR _secondYearJanuaryStartDate =
    EOMONTH ( _JanuaryMonthStartDate, 11 ) + 1
VAR _maxDate =
    MAX ( 'Table'[Date] )
VAR _FirstYear1To6Months =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JanuaryMonthStartDate
                && 'Table'[Date] <= _JuneMonthEndDate
        )
    )
VAR _FirstYear7To12Months =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JulyMonthStartDate
                && 'Table'[Date] <= _DecemberMonthEndDate
        )
    )
VAR _AfterFirstYearMonths =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _secondYearJanuaryStartDate
                && 'Table'[Date] <= _maxDate
        )
    )
VAR _AllMonths =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JanuaryMonthStartDate
                && 'Table'[Date] <= _maxDate
        )
    )
VAR _categories =
    SELECTEDVALUE ( 'Table 2'[Categories] )
VAR _result =
    SWITCH (
        _categories,
        "First Year 1-6 Months", _FirstYear1To6Months,
        "First Year 7-12 Months", _FirstYear7To12Months,
        "After First Year Months", _AfterFirstYearMonths,
        "All Months", _AllMonths
    )
RETURN
    _result

     

     


    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum



     

  • lbendlin's avatar
    lbendlin
    Super User
    2 years ago

    Not part of the standard visual functionality.  Consider using separate visuals.

    • Nashville1986's avatar
      Nashville1986
      Frequent Visitor
      2 years ago

      Can you elaborate?  So if the visual doesn't have the functionality then I would need to import another facts/data table with the aggregated date values and then have a separate visual referencing just that table.  Is that a correct assumption?  Thanks for the help!