Forum Discussion
Date Hierarchy Format in Column Chart
I am currently using Date Hierarchy, and the format for YEAR & MONTH is "2017 January, 2017 February........2018 December"
Is there any way to truncate this format to "2017 Jan, 2017 Feb" OR "Jan 17, Feb 17....Dec 18"
I need the Date Hierarchy function to DRILL UP & DOWN, but i cant seem to change the format.
Kindly Advise.
Thanks!
Drip UPDrill DOWN
5 Replies
- Phil_SeamarkMicrosoft Employee
Hi there,
You can use the FORMAT fuction in DAX to create new columns in your date/calendar table.
Perhaps use the following code to create a new calculated column
Year and Month = FORMAT([date col], "YYYY MMM")
- hackfifiHelper V
Thanks Phil_Seamark - Please see update above. I seem to have lost the capability to Drill up & Down - also, the dates do not seem to be sorted in order..."2017 Apr, 2017 Aug, 2017 Dec....2018 Sep"
- AnonymousNot applicable
Hi hackfifi,
For your requirement, you can add the calculate column with specific format, then create hierarchy column with these formatted columns.
Sample:
Table = ADDCOLUMNS(CALENDAR(DATE(2015,1,1),TODAY()),"Year",FORMAT([Date],"YYYY"),"Month",FORMAT([Date],"MMMM"),"Day",FORMAT([Date],"D"),"Year Month",FORMAT([Date],"YYYY MMM"),"Month Day",FORMAT([Date],"MMM d"))
Regards,
Xiaoxin Sheng
- hackfifiHelper V
Thanks Anonymous -
To implement your solution I followed the below steps:
1. Create Table "Calendar" as per your formula
2. Create Relationship: Linked "Date" [Table: Calendar"] & "Period [Table: Summary - Cashflow"
3. Used fields "Year", "Year Month", "Month Day" in shared axis [replaced "Period"]
4. Screenshot after implementation as above.
After implementing your solution, please see above impact while DRILLING DOWN. Also, my Cumulative Calculations are incorrect now.
I have attached a screen shot in my initial post of what the chart looks like while using "Period" in the Share Axis Field.
Kindly advise if i have done any steps incorrectly.
Thanks- AnonymousNot applicable