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baBI123's avatar
baBI123
Helper II
8 years ago
Solved

GROUP INTO MONTH

Hello POWER BI family,  I have a question:  How can I group this chart (see attachment) so that the values on the x-axis are grouped by month??  Thanks in advance
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  • Anonymous's avatar
    Anonymous
    8 years ago

    baBI123,

    If you create relationship between the SHOP WO TAT table and a calendar table  using date field, drag the date field of  the calendar table to X-axis of your chart, then you are able to get date hierachy and remove Year  & Quarter & Day as mehaboob557' s post.

    Another method is to create a MonthName field in your SHOP WO TAT table using DAX below, then drag the MonthName field to X-Axis of your chart.

    MonthName = SWITCH(MONTH('SHOP WO TAT'[Entry Date]),1,"January",2, "February",3,"March",4,"April", 5,"May",6,"June",7,"July",8,"August",9,"September",10,"October",11,"November",12,"December")



    Regards,
    Lydia

baBI123's avatar
baBI123
Helper II
8 years ago

Unfortunately, I can't share this file with you mehaboob557because it has private company information... Thank you for your help. It is still not working..:mansad:

Anonymous's avatar
Anonymous
Not applicable
8 years ago

baBI123，

Have you checked my methods? The two methods work in my environment.

Regards,
Lydia

  • baBI123's avatar
    baBI123
    Helper II
    8 years ago

    your second suggestion worked Anonymous one more question, how can I get them to go in order (ex: JAN, FEB, MARCH) ? Right now the month names are sorted in alphabetical order :( 

    Thanks!

    • mehaboob557's avatar
      mehaboob557
      Resolver III
      8 years ago
      Hi ,

      I am just posting a ptocedure to sort irrespective of your table names.

      Go to data (left hand side button) and click

      Then go to the table to be sorted (right hand side)

      You will need three columns in this calendar table for month
      create

      1 Main column (to set up the link column for Invoice Date)
      CalendarInv = CALENDAR (MINX(Header, Header[Invoice Date]), today())
      2 Column for month in text format
      MonthT = FORMAT( CalendarInv[Date], "MMM")
      3 Column for month in number format
      MonthN = Month (CalendarInv[Date])

      Then go to field list on the right hand side Click on MonthT

      then go to modelling / sort by column and select MonthN
      Reference : https://community.powerbi.com/t5/Desktop/Sorting-by-Month-as-Text-Jan-Feb-Mar-etc/td-p/9237