How to create a power bi matrix report with columns for month, quarter and year.

[Anonymous]

Need to create a Matrix report showing data for months, quarter on the same report. I am able to create separate reports by month, and quarter not together. 

No.

Description

January

February

March

Q1

April

May

June

Q2

July

August

Sept

Q3

October

November

December

Q4

Yearly

[v-henryk-mstf · Accepted solution]

Hi @Anonymous ,

According to your requirements, you only need to directly put the Date field with hierarchical structure in the rows of the matrix, the value field in the Values, and then click to “Drill” to the month, and the desired result can be displayed. You can refer to the screenshot below:

If the problem is still not resolved, please provide detailed error information and let me know immediately, looking forward to your reply.

Best Regards,
Henry

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[mahoneypat]

You can create a Date table that has Month, Quarter, and Year columns and then use all 3 columns in the columns area of the Matrix visual.  Then expand all drill-down levels.

Creating a simple date table in DAX - SQLBI

Pat