General Monthly Totals in a column oriented matrix












1














I have a PBI matrix that looks as follows:



enter image description here



What I would like to do is to have PBI show yearly totals at the end of each year as additional columns in the matrix. So, there would be a yearly total after the "2017-12" column and one after "2018-07". Is there a straightforward way of doing this?










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  • Why don't you create a date hierarchy and having years as columns, and then drill down to months, etc.?
    – Andrey Nikolov
    Nov 12 '18 at 18:23






  • 1




    @AndreyNikolov - Because that isn't how the client wants to see the data.
    – Randy Minder
    Nov 12 '18 at 18:24
















1














I have a PBI matrix that looks as follows:



enter image description here



What I would like to do is to have PBI show yearly totals at the end of each year as additional columns in the matrix. So, there would be a yearly total after the "2017-12" column and one after "2018-07". Is there a straightforward way of doing this?










share|improve this question






















  • Why don't you create a date hierarchy and having years as columns, and then drill down to months, etc.?
    – Andrey Nikolov
    Nov 12 '18 at 18:23






  • 1




    @AndreyNikolov - Because that isn't how the client wants to see the data.
    – Randy Minder
    Nov 12 '18 at 18:24














1












1








1







I have a PBI matrix that looks as follows:



enter image description here



What I would like to do is to have PBI show yearly totals at the end of each year as additional columns in the matrix. So, there would be a yearly total after the "2017-12" column and one after "2018-07". Is there a straightforward way of doing this?










share|improve this question













I have a PBI matrix that looks as follows:



enter image description here



What I would like to do is to have PBI show yearly totals at the end of each year as additional columns in the matrix. So, there would be a yearly total after the "2017-12" column and one after "2018-07". Is there a straightforward way of doing this?







powerbi






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asked Nov 12 '18 at 18:18









Randy Minder

29.8k37144255




29.8k37144255












  • Why don't you create a date hierarchy and having years as columns, and then drill down to months, etc.?
    – Andrey Nikolov
    Nov 12 '18 at 18:23






  • 1




    @AndreyNikolov - Because that isn't how the client wants to see the data.
    – Randy Minder
    Nov 12 '18 at 18:24


















  • Why don't you create a date hierarchy and having years as columns, and then drill down to months, etc.?
    – Andrey Nikolov
    Nov 12 '18 at 18:23






  • 1




    @AndreyNikolov - Because that isn't how the client wants to see the data.
    – Randy Minder
    Nov 12 '18 at 18:24
















Why don't you create a date hierarchy and having years as columns, and then drill down to months, etc.?
– Andrey Nikolov
Nov 12 '18 at 18:23




Why don't you create a date hierarchy and having years as columns, and then drill down to months, etc.?
– Andrey Nikolov
Nov 12 '18 at 18:23




1




1




@AndreyNikolov - Because that isn't how the client wants to see the data.
– Randy Minder
Nov 12 '18 at 18:24




@AndreyNikolov - Because that isn't how the client wants to see the data.
– Randy Minder
Nov 12 '18 at 18:24












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As Andrey suggested, you can create a hierarchy with year above month so that Power BI will subtotal at that level. It should look something like this when you drill down to the month level:



Hierarchy example



If this isn't satisfactory, then you'll have to do things much more manually.






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    As Andrey suggested, you can create a hierarchy with year above month so that Power BI will subtotal at that level. It should look something like this when you drill down to the month level:



    Hierarchy example



    If this isn't satisfactory, then you'll have to do things much more manually.






    share|improve this answer


























      1














      As Andrey suggested, you can create a hierarchy with year above month so that Power BI will subtotal at that level. It should look something like this when you drill down to the month level:



      Hierarchy example



      If this isn't satisfactory, then you'll have to do things much more manually.






      share|improve this answer
























        1












        1








        1






        As Andrey suggested, you can create a hierarchy with year above month so that Power BI will subtotal at that level. It should look something like this when you drill down to the month level:



        Hierarchy example



        If this isn't satisfactory, then you'll have to do things much more manually.






        share|improve this answer












        As Andrey suggested, you can create a hierarchy with year above month so that Power BI will subtotal at that level. It should look something like this when you drill down to the month level:



        Hierarchy example



        If this isn't satisfactory, then you'll have to do things much more manually.







        share|improve this answer












        share|improve this answer



        share|improve this answer










        answered Nov 12 '18 at 18:50









        Alexis Olson

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