Date Hierarchy doesn't work

[Azzurra997]

Hi All

I'm creating a report on power bi dekstop. I add to the page a bar chart as visuals, it shows sales during per day/per month/per quarter/per year. I set a bookmark to filter the chart by day, month, quarter and year. In the date field I set date if I want to see the cart by day and date hierarchy to see the graph by month, quarter and year

to see the graph only by month I left year, quarter and month

to see the graph only by quarter I left quarter and year

to see the graph by year I only left year

the issue is that when i publish the report if i filter the graph by month and by quarter i see the graph filtered by year, even if in the power bi dekstop i left quarter and month. Do you know how i can solve it?

thanks

[Idrissshatila · Accepted solution]

Hello @Azzurra997 ,

Try using field parameters to group the year / quarter / Month / Day and then add the value of this parameter to the X-axis and use the slicer to switch between them.

https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters

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[Idrissshatila · Accepted solution]

Hello @Azzurra997 ,

you need to have seperate columns for Year, month, Quarter, Day and then you group them as shown in the following link

https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters

If I answered your question, please mark my post as solution, Appreciate your Kudos 👍

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[Azzurra997]

Many thanks! I managed to do it. However, last question: how can I set a fixed sorting? i would like to sort the chart by date not by amount. I tried to click on the three dots and then sort axis, but it doenst remain fixed 

[Idrissshatila · Accepted solution]

Hello @Azzurra997 ,

Try using field parameters to group the year / quarter / Month / Day and then add the value of this parameter to the X-axis and use the slicer to switch between them.

https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters

If I answered your question, please mark my post as solution, Appreciate your Kudos 👍

Follow me on Linkedin

[Azzurra997]

Hi, thanks! could you share a guideline or kindly explain how to group the dates by day, by month, by quarter and by year when creating a parameter? thanks!