Forum Discussion
Grouping Dates By Month
I have a column in table "Accounts" called "Created Date". In a line chart, the data is showing by day. I want it to show by month.
I have spent two hours trying to figure this out myself. I created a "date table". I set a many:many relationship between Accounts(Created Date) and Date(Date). The line chart is still not grouping by month.
What am I missing?
- Anonymous5 years ago
Anonymous
You can just use date hierarchy remove day, quarter and year, use month as the axis. See example:
Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.
5 Replies
- AnonymousNot applicable
Anonymous
You can just use date hierarchy remove day, quarter and year, use month as the axis. See example:
Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly. - MattAllington
Community Champion
Why do you have a many to many relationship? It should be one to many. Do you have a month column in your calendar table that you are using? You should have. You also need a sort column for month to over ride the alpha sort order.
I have a general article on calendar tables here https://exceleratorbi.com.au/power-pivot-calendar-tables/
- AnonymousNot applicable
Thanks. I have changed it to many:one and still don't understand what to do.
Here is my date table dax:
Here is my date table:
Here is how my visualization is set up:
Here is what I am seeing (this is what I want to group by month):
- Syndicate_Admin
Administrator
Remove CreatedDate from settings, leave only YearMonthShort
- Syndicate_Admin
Administrator
Click on the date field. The "Column Tool" option is enabled above in the horizontal bar.
In that tab click on "Data Group"
New data group
Discretization size you mark 1 and select month, or 2 and month and year, etc.
Ready.