End of Quarter Snapshot

[Absalon29]

I have some portfolio data which shows a portfolio's weighting in percentages to different asset classes for the last 7 months. If I look at the data via my Date table using Quarters Power Bi aggregates the data which isn't what I want- I want to see the snap shot at the end of each quarter. So for Quarter 2 2018 High Yield is 81%, Investment Grade is 14% and Not Rated is 2%. Could someone help explain how I do this?

[v-shex-msft · Accepted solution]

Hi @Absalon29,

You can try to use year and quarter columns(if not contains quarter, please add it to your table) as matrix column fields and drill column to bottom to display all records, then matrix will displayed result summary by credit and year quarter.

If above not help, please share some sample data to test.

Regards,

Xiaoxin Sheng