How to Create Custom Rows of Aggregated Data

[Nashville1986]

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...

Month	Sales Count	Total Sales
3/1/2020	6	$84
4/30/2020	5	$210
5/31/2020	6	$126
6/30/2020	3	$75
7/31/2020	9	$279
8/31/2020	8	$168
3/2020 - 5/2020	17	$420
6/2020 - 8/2021	20	$522
3/2020 - 8/31/2020	37	$942

[lbendlin · Accepted solution]

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

[Anonymous · Accepted solution]

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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If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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[lbendlin · Accepted solution]

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

[Nashville1986]

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!