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AC23VM
Helper II
Helper II

Custom date column / filtering?

Hi there.  I'm not sure if this is a question about custom columns or filtering.  I'm looking at a data set that begins in Oct 24, and continues thereafter.  As things currently stand, I need the visuals to show Oct 24, Nov 24, Dec 24, and Jan 25.  If I filter the date hierarchy to month and year, though, it shows everything from Jan 24 to Jan 25 because I'm asking it to end on a Jan, e.g.

AC23VM_0-1738759562846.png


This is the same if I try 'on or after 1st Oct 24'.  If I filter Oct, Nov, Dec and Jan, again it shows those across both years:

AC23VM_0-1738760021988.png


And I can't filter the year, because the data crosses 2024, 2025, and will continue.

 

I'm not sure if I'd benefit from a financial year style column, or if there's a way to filter better.  To note, I can't filter out zero values because sometimes 0% might be correct data.  It just happens that there were no 0% between Oct 24 - Jan 25.  However, if I were to filter out zero values, this is what it looks like - this is how I want it to look, just without removing zero values!

AC23VM_0-1738760954372.png

 

1 ACCEPTED SOLUTION
danextian
Super User
Super User

Hi @AC23VM 

 

I would use either the start or end of month in lieu of a date hierarchy so I could enable a continuous X-Axis and just format the date in the visual itself to month and year. I would also group the dates in their respective FYs. Please see the attached sample pbix.

danextian_1-1738762126249.png

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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2 REPLIES 2
anilelmastasi
Super User
Super User

Hello,

Could you share your .pbix file to analyze, please?

danextian
Super User
Super User

Hi @AC23VM 

 

I would use either the start or end of month in lieu of a date hierarchy so I could enable a continuous X-Axis and just format the date in the visual itself to month and year. I would also group the dates in their respective FYs. Please see the attached sample pbix.

danextian_1-1738762126249.png

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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