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Helper III

## Calculate Quarters and add them to matrix

Hi all,

I have made the matrix below but I not sure on how can I fill some columns e.g. quarters. Probably I will need measures but again not sure how to use them or how to put them in the vizualization tab in order to present them correctly.

This is my final output, the matrix that I want to create in my dashboard

The tables that I use is the ones here and another one that contains only the Accounts - Subaccounts - Subsubaccounts etc.

The relations between the tables is here

My visuals options is this

I created the measure which I think is the correct one (if not please tell me)

Q1 2020 =
CALCULATE(
SUM(FactTable[Amount]),
GROUPBY('FactTable', [Account]),
DimDate[Year] = 2020,
DimDate[Quarter] = 1)

how can I "join" it to the matrix on my dashboard?
1 ACCEPTED SOLUTION
Memorable Member

@ft41 Why don't you try the below option. You will need to create a quarter column (Quarter = Append1[Date].[Quarter] )

and put it between year and month. You can modify the column header from the format option to show it as quarter total.

2 REPLIES 2
Memorable Member

@ft41 Why don't you try the below option. You will need to create a quarter column (Quarter = Append1[Date].[Quarter] )

and put it between year and month. You can modify the column header from the format option to show it as quarter total.

Super User IV

@ft41 , As you have date you can use datesQtd and date table for this and prior qtr

example

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

Last complete QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD( ENDOFQUARTER(dateadd('Date'[Date],-1,QUARTER))))
Last to last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-2,QUARTER)))
Next QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],1,QUARTER)))
Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))

The disply you have provided in the first image in not possible.

refer blog from Greg and Paul for Hybrid display with Matrix Column and measure
https://community.powerbi.com/t5/Community-Blog/Creating-a-custom-or-hybrid-matrix-in-PowerBI/ba-p/1...
https://community.powerbi.com/t5/Quick-Measures-Gallery/The-New-Hotness-Custom-Matrix-Hierarchy/m-p/...

vote for Hybrid Table
https://ideas.powerbi.com/ideas/idea/?ideaid=9bc32b23-1eb1-4e74-8b34-349887b37ebc

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Tutorial Series Dax Vs SQL Direct Query PBI Tips

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