make a matrix visual and sum qty by quarter in PowerBI

[pang22]

Hello,

I have a data below.

Item	Date	Qty
A	2/1/2024	2
A	4/1/2024	5
A	2/1/2024	2
B	2/1/2024	4
B	2/1/2024	2
B	12/31/2024	1

How to make a matrix visual in PowerBI and use DAX to calculate the sum of qty by each quarter like below output?

[Sergii24 · Accepted solution]

Hi @pang22, you need to create a "Date Table" with quarter column (you can learn more about it here, you'll find plenty templates online). Then connect Date Table with your fact table (using date column) and drag and drop requested columns to the canvas: Item to Rows, Quarter (from Date Table) to columns and Qty to Values section.

Good luck! 🙂

[v-yangliu-msft · Accepted solution]

I’d like to acknowledge the valuable input provided by the @Sergii24 . Their initial ideas were instrumental in guiding my approach, and here's a little detail I'd like to add.

Hi  @pang22 ,

If you encounter scenarios where blank values are displayed and Q3 is not displayed:

You can create the following measure to put into Values:

Value =
    SUM('Table'[Qty]) + 0

Best Regards,

Liu Yang

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

[Sergii24 · Accepted solution]

Hi @pang22, you need to create a "Date Table" with quarter column (you can learn more about it here, you'll find plenty templates online). Then connect Date Table with your fact table (using date column) and drag and drop requested columns to the canvas: Item to Rows, Quarter (from Date Table) to columns and Qty to Values section.

Good luck! 🙂