Forum Discussion

HVSC's avatar
HVSC
Regular Visitor
9 years ago

Plot multiple quarterly data

I'm trying to make a simple chart of sales per quarter, but over a three year period, not just quarters aggregated. This is very easy in Tableau (pictured). I'm just getting years OR quarters.  Can ...
General Comment
Need Help
BhaveshPatel's avatar
BhaveshPatel
Super User
9 years ago

It is as easy as Tableau in PowerBI as long as you know how to do it.  When you put your Date field in the Axis, Right Click and select Date Hierarchy. Select Quarters from the list.

or

 

When you drag the date field to the chart, It will create the drill down action, which wil show you the drill down to the quarters level as well.

HVSC's avatar
HVSC
Regular Visitor
9 years ago

Thanks very much. When I do that it only shows data for quarters aggregated (Q1 sales from 2014, 2015, and 2016 summed). How do I show quarterly data for all years? I know I am missing something simple. 

  • BhaveshPatel's avatar
    BhaveshPatel
    Super User
    9 years ago

    Putting a year and Quarters to the axis field can generate the expected output

    • HVSC's avatar
      HVSC
      Regular Visitor
      9 years ago

      Bhavesh -- Thank you. It looks like in your example, there are two seperate fields; one for year and one for quarter. Did you copy the date into two seperate columns and format one as year and one as quarter? My data contains one date field (named "create_date" as picutred).

       


      . 

      • BhaveshPatel's avatar
        BhaveshPatel
        Super User
        9 years ago

        The suggested practice to work with date related data in powerbi is to create a calender table with all contiguous dates to correctly calculate the time intelligence calculations.

         

        I have created a Year and Quarters Columns in my date table using the syntex below:

         

        Year=YEAR(CalenderTable[Date])

        Quarter=CONCATENATE("Q",ROUNDUP(MONTH([Date])/3,0))