How to Create Custom Rows of Aggregated Data

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

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

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