Creating a Quarterly Dashboard using a Line and Cluster

You need to create a date table that contains the various DATE paramaters you want to display by and then use those to build your visuals. 

Here are a few links

https://www.youtube.com/watch?v=gyvhM5eiT0U

IF you need more or want formulas for lots of obscure date properties check this out

https://www.sqlbi.com/articles/reference-date-table-in-dax-and-power-bi/

Hi GOHOCKEY,

You can create a calendar table, establish a one to many relationship from calendar table to data table based on date column. Add date column from calendar table to X-axis of chart, it will automatically show date hierarchy. When you drill down to Quarter or Month level, the value added to Y-axis will be summarized automatically Quarterly or Monthly.

Best regards,

Yuliana Gu

Thanks so much! I'm new but looking into both recommendations.:smileyhappy: