Forum Discussion
Date Hierarchy help please
Create a Date table and create relationships from the dates in fact tables to the date dimension. Then, build the hierarchy yourself in the Date dimension table in the model.
https://learn.microsoft.com/en-us/power-bi/guidance/model-date-tablesHi all,thanks for the quick reply, I'll add more.
Hi RichOB ,
Regarding your question, please mark this relationship as active.Inactive relationships cannot pass filter conditions.
An additional question, is this relationship useful? If not, please delete it. If it is useful, mark this relationship as inactive and use 'USERELATIONSHIP' to use this relationship. It is not recommended to form a closed loop relationship between tables.
USERELATIONSHIP function (DAX) - DAX | Microsoft Learn
Regarding the issue with date hierarchies not being created automatically, try this.
Select your date column
Set and use date tables in Power BI Desktop - Power BI | Microsoft Learn
Best Regards,
Wenbin Zhou
Create a Date table and create relationships from the dates in fact tables to the date dimension. Then, build the hierarchy yourself in the Date dimension table in the model.
https://learn.microsoft.com/en-us/power-bi/guidance/model-date-tables
Hi Anonymous thanks for your reply.
I made the date table "Calendar" and made the relationship to the GL Entries20 and GL Budget270 tables Date > Date. But when I made a slicer to change the table visual (that has the Balance and Budget figures), it only changed the GL Budget270 figures for some reason. I can't for the life of me figure out why.
Hi all,thanks for the quick reply, I'll add more.
Hi RichOB ,
Regarding your question, please mark this relationship as active.Inactive relationships cannot pass filter conditions.
An additional question, is this relationship useful? If not, please delete it. If it is useful, mark this relationship as inactive and use 'USERELATIONSHIP' to use this relationship. It is not recommended to form a closed loop relationship between tables.
USERELATIONSHIP function (DAX) - DAX | Microsoft Learn
Regarding the issue with date hierarchies not being created automatically, try this.
Select your date column
Set and use date tables in Power BI Desktop - Power BI | Microsoft Learn
Best Regards,
Wenbin Zhou