How to Create Custom Rows of Aggregated Data

[Nashville1986]

Hello,

I am creating a matrix that looks at sales by month from a specific start date, but I also need to add custom date ranges that look at months 1-6 combined, 1-12 combined, all months after the first year combined, and total months.  I am not sure how to create the custom aggregated rows.  Ultimately looking for how to calculate something like the last three rows below...

Month	Sales Count	Total Sales
3/1/2020	6	$84
4/30/2020	5	$210
5/31/2020	6	$126
6/30/2020	3	$75
7/31/2020	9	$279
8/31/2020	8	$168
3/2020 - 5/2020	17	$420
6/2020 - 8/2021	20	$522
3/2020 - 8/31/2020	37	$942

[lbendlin · Accepted solution]

Not part of the standard visual functionality.  Consider using separate visuals.

[v-yaningy-msft · Accepted solution]

Hi, @Nashville1986 

Thanks for @lbendlin  reply. You can refer to the following DAX.

Create a Table:

User this DAX to the matrix:

Sales counts = 
VAR _JanuaryMonthStartDate =
    MIN ( 'Table'[Date] )
VAR _JuneMonthEndDate =
    EOMONTH ( _JanuaryMonthStartDate, 5 )
VAR _JulyMonthStartDate =
    EOMONTH ( _JuneMonthEndDate, 5 ) + 1
VAR _DecemberMonthEndDate =
    EOMONTH ( _JanuaryMonthStartDate, 11 )
VAR _secondYearJanuaryStartDate =
    EOMONTH ( _JanuaryMonthStartDate, 11 ) + 1
VAR _maxDate =
    MAX ( 'Table'[Date] )
VAR _FirstYear1To6Months =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JanuaryMonthStartDate
                && 'Table'[Date] <= _JuneMonthEndDate
        )
    )
VAR _FirstYear7To12Months =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JulyMonthStartDate
                && 'Table'[Date] <= _DecemberMonthEndDate
        )
    )
VAR _AfterFirstYearMonths =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _secondYearJanuaryStartDate
                && 'Table'[Date] <= _maxDate
        )
    )
VAR _AllMonths =
    CALCULATE (
        SUM ( 'Table'[Sales Count] ),
        FILTER (
            'Table',
            'Table'[Date] >= _JanuaryMonthStartDate
                && 'Table'[Date] <= _maxDate
        )
    )
VAR _categories =
    SELECTEDVALUE ( 'Table 2'[Categories] )
VAR _result =
    SWITCH (
        _categories,
        "First Year 1-6 Months", _FirstYear1To6Months,
        "First Year 7-12 Months", _FirstYear7To12Months,
        "After First Year Months", _AfterFirstYearMonths,
        "All Months", _AllMonths
    )
RETURN
    _result

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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[lbendlin · Accepted solution]

Not part of the standard visual functionality.  Consider using separate visuals.

[Nashville1986]

Can you elaborate?  So if the visual doesn't have the functionality then I would need to import another facts/data table with the aggregated date values and then have a separate visual referencing just that table.  Is that a correct assumption?  Thanks for the help!