Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Enhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends September 15. Request your voucher.

Reply
GlitzyStar
New Member

Date hierarchy with 2 tables

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.

 

3 REPLIES 3
PaulDBrown
Community Champion
Community Champion

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?





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

Proud to be a Super User!
Paul on Linkedin.






PaulDBrown
Community Champion
Community Champion

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...)





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

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

Helpful resources

Announcements
August Power BI Update Carousel

Power BI Monthly Update - August 2025

Check out the August 2025 Power BI update to learn about new features.

August 2025 community update carousel

Fabric Community Update - August 2025

Find out what's new and trending in the Fabric community.