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Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Slicer Monthly

Looking for some help, Is there a way I can do a slicer for a monthly select, I can do it via days, it works somewhat with reletive date however I want it more like this.

 

How it currently is

 

How I want it but in months

Been trying to figure out for some days now, I may have to just go back and edit my excel file and add another collum for month but surly with just having a date in there it should be possible to do it without.

 

Any help would be great.

 

Thanks

 

Need Help
  • Ritaf1983's avatar
    Ritaf1983
    2 years ago

    Hi Anonymous 
    You need to create a calendar table with the needed columns.

    Please refer to the linked article, it also includes the needed scripts:

    https://radacad.com/do-you-need-a-date-dimension

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

     

3 Replies

  • jolind1996's avatar
    jolind1996
    Icon for Resolver II rankResolver II
    2 years ago

    Yes, there is a way to create a slicer for a monthly select in Power BI. You can do this by using the date hierarchy in the slicer visual. Here's how you can do it:

    1. Open the Power BI desktop and load your data using the Get Data option.
    2. Once the data has been loaded, select the slicer icon presented in the visualization pane.
    3. In the slicer visual, drag and drop the date field that you want to use for the slicer.
    4. In the field well, select the down arrow next to the date field and choose the "Date Hierarchy" option.
    5. Expand the date hierarchy and select the "Month" level.

    This will create a slicer that allows you to filter your data by month. You can now select the desired month in the slicer to filter your data accordingly.

     

    Alternatively, you can create a new column or measure in your data model that extracts the month from the date column using a formula like Month([Date Column]), where [Date Column] represents the name of the column where the date is located. Once you have created the new column or measure, you can add it to your Power BI slicer and filter your data based on the month by selecting the relevant month in your slicer.

     

    Best regards,

    Johannes

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      I dont seem to have Date Hierarchy as an option

  • Ritaf1983's avatar
    Ritaf1983
    Icon for Super User rankSuper User
    2 years ago

    Hi Anonymous 
    You need to create a calendar table with the needed columns.

    Please refer to the linked article, it also includes the needed scripts:

    https://radacad.com/do-you-need-a-date-dimension

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