Grouping Dates By Month

[kault]

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?

[Syndicate_Admin]

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.

[V-pazhen-msft · Accepted solution]

@kault 

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]

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/

[kault]

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]

Remove CreatedDate from settings, leave only YearMonthShort