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pauliuseg's avatar
pauliuseg
Icon for Helper I rankHelper I
5 years ago
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date hierarchy - year & Quarter issue

hi,

i have date hierarchy, i can drill down - Year, Quarter, month. - all OK.

but i can't get to Year+Quarter.

and i have other report where is done so, but i cant do it in my report.

how is in good report :

 

adn i do same hierarchy, but i get   only sigle values, Year, Quarter, but not Year + Quarter.

 

 

where is the trick ?

so simple seems, but cant move on ...

 

thanks !

Paul.

 

 

 

  • Hi, 

    Please correct me if I wrongly understood.

     

    If you can see your Calendar Table (or Dates Table), 

    - find a Year 

    - right-click the mouse

    - create a hierarchy

    - find a Quarter

    - right-click the mouse

    - add into the hierarchy

    I added a link for a short video.

     

    I hope this is what you are looking for.

     

    Hope it resolves your issue? 
    Did I answer your question? Mark my post as a solution!

    Appreciate your Kudos, Press the thumbs up button!!

     

    https://drive.google.com/file/d/18vlvgv3ri0coCpAFO8SKxuV3LCZ1GWI7/view?usp=sharing 

  • Hi pauliuseg 

     

    Download PBIX file with Date Table

     

    For this you need to create your own DateTable with a column that has Year Qtr, and use that in your slicer.  See my PBIX file above for such a DateTable.  Copy the code for the Datetable table from this into your own file to create your the DateTable.  Chnage the parameters to suit you e.g. the start and end years.

    Mark this as a Date Table and then make sure their is a relationship from the table to your fact table.

    This is the line of code that creates the Year Qtr column

    "YearQtr", YEAR([Date]) & " Qtr " & INT((MONTH([Date])+2)/3),

     

    Regards

    Phil

7 Replies

  • Hi, 

    Please correct me if I wrongly understood.

     

    If you can see your Calendar Table (or Dates Table), 

    - find a Year 

    - right-click the mouse

    - create a hierarchy

    - find a Quarter

    - right-click the mouse

    - add into the hierarchy

    I added a link for a short video.

     

    I hope this is what you are looking for.

     

    Hope it resolves your issue? 
    Did I answer your question? Mark my post as a solution!

    Appreciate your Kudos, Press the thumbs up button!!

     

    https://drive.google.com/file/d/18vlvgv3ri0coCpAFO8SKxuV3LCZ1GWI7/view?usp=sharing 

    • pauliuseg's avatar
      pauliuseg
      Icon for Helper I rankHelper I

      thanks, i have a working hierachy, and what i can't do - to display in a bar chart Year& Quarter

      i can see year, i can drill down to Quarter.

       but no Year-Quarter.

      means  Y 2019  Y 2020

      or Q1 Q2 Q3 Q4

       

      but i cant 2019Q1,2019Q2,2019Q4...

      i quees i need to create new dimension including Year-Quarter column. ..

       

      strange is that , that i have a file which can use Year-Quater, means show it, event usind same date hierarchy,

       

      paul.

      • Jihwan_Kim's avatar
        Jihwan_Kim
        Icon for Super User rankSuper User

        Hi, pauliuseg 

        If it is OK with you, please share the file then I can try to have a look.

        Thank you very much.

    • pauliuseg's avatar
      pauliuseg
      Icon for Helper I rankHelper I

      thanks , yes, it's both solutions, need to create new hierarchy and ten you can add as many dimensions as you want , joining them together.

  • Hi pauliuseg 

     

    Download PBIX file with Date Table

     

    For this you need to create your own DateTable with a column that has Year Qtr, and use that in your slicer.  See my PBIX file above for such a DateTable.  Copy the code for the Datetable table from this into your own file to create your the DateTable.  Chnage the parameters to suit you e.g. the start and end years.

    Mark this as a Date Table and then make sure their is a relationship from the table to your fact table.

    This is the line of code that creates the Year Qtr column

    "YearQtr", YEAR([Date]) & " Qtr " & INT((MONTH([Date])+2)/3),

     

    Regards

    Phil

    • pauliuseg's avatar
      pauliuseg
      Icon for Helper I rankHelper I

      yes, tanks ,  yes, need to create additional column.

      quite easy was 🙂 tanks !