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Hello, I have a date field in my table (meeting table) and I want it to be in financial years in my visual, where the user can drill down by quarters, months then date (April is the start of my year)
Eg 02 Jan 2020, year - 2019/20, quarter is 3, month is Jan (between Dec and feb)
I have created a separate table (calendar table) and linked the relationships on the date.
But I am unable to create a hierarchy in my meeting table using the information from my calendar table. Does anyone know how to do this? Or should I be doing something completely different?
I am new to Power BI so any help will be appreciated.
It sounds like there is an issue with the model. If you are using a Calendar table, there should be no reason for you to use a date field "meeting date ( meeting table)" from the fact table in your visuals. If you are getting the same values across periods (when they should be different) it is likely that the relationship between the tables is not set up properly.
Can you share sample non-confidential data or a link to a non-confidential PBIX file?
Proud to be a Super User!
Paul on Linkedin.
You can create the hierarchy by dragging the fields you need from the calendar table to the relevant bucket for the visual (rows, columns, axis...). If you only have a date field in the calendar table, you need to add columns to the table for the granularity you need (week, month, quarter, year...)
Proud to be a Super User!
Paul on Linkedin.
Hi, thank you for your post. I have tried that and it's not showing correctly, so in my axis I have the the following:
financial year (calendar table)
financial quarter ( calendar table)
month (calendar table)
meeting date ( meeting table)
values:
count of meeting I.D (meeting table)
these are my issues:
1) when I drill I look at the financial years - month they all show the same (even though they are different)
2) when I get to meeting date, the dates are not in order. Eg 01/Nov/2019, 05/jun/2019, 15/Jul/2020, 01/may/2019 etc
i want to see the difference in meetings for each month, year etc
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