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aishak12's avatar
aishak12
Icon for Helper IV rankHelper IV
4 years ago
Solved

Displaying Month and Year

All,

 

I have this Date Hierarchy for Year,QTR,Month & Day.

 

I want to display a line chart with Month and Year. 

 

So it will look like this

 

NOV 2021 DEC 2021 JAN 2022

 

 

 

However for some reason I can not configure this. Any suggestions?

 

 

  • Hi aishak12 ,

     

    In the fields pane when a visual is selected, remove Quarter and Day and then Expand to the next level in the hierarchy.

    If you want a custom period, create a calculated column for that using FORMAT

    Month and Year = 
    FORMAT ( Data[Date], "MMM-YY" )

    The above formula creates calculated column containing text strings so it will be sorted alphabetically with Aug  as the first in the row. Create another calculated column to sort the custom period column by

    YYYYMM = 
    FORMAT ( Data[Date], "YYYYMM" )

    Here's a tutorial on how to custom sort a column - https://radacad.com/sort-a-column-with-a-custom-order-in-power-bi 

     

    Use the custom period in your visual instead of the actual dates column.

     

1 Reply

  • Hi aishak12 ,

     

    In the fields pane when a visual is selected, remove Quarter and Day and then Expand to the next level in the hierarchy.

    If you want a custom period, create a calculated column for that using FORMAT

    Month and Year = 
    FORMAT ( Data[Date], "MMM-YY" )

    The above formula creates calculated column containing text strings so it will be sorted alphabetically with Aug  as the first in the row. Create another calculated column to sort the custom period column by

    YYYYMM = 
    FORMAT ( Data[Date], "YYYYMM" )

    Here's a tutorial on how to custom sort a column - https://radacad.com/sort-a-column-with-a-custom-order-in-power-bi 

     

    Use the custom period in your visual instead of the actual dates column.