Power BI Report - Date Hiearchy

[peppster]

Good afternoon I am hoping someone can please assist me.

I have connected an Excel Workbook to a Power BI report. In the Excel workbook there are 4 date columns. I am trying to create a slicer do they user can select the month (only) to display visual information. Regardless what I tried in the slicer its putting it in a hierarchy view. I have unclicked the Auto/Date Time for new files and have unticked the Auto date/time in the current file setting. I have spent hours on trying to fix this. Can someone please assist me because I am trying to show Executive Leaders this dashboard by the end of the week.,  Thanks so much!

[Kaviraj11]

Oh i get it, You will need to create a Date Table first and then have 1 active relationship and 3 inactive relationship. Additionally, you will need to create a measure that includes function - userelationship to the date table. The slicer while use the date column from the Date Table. If you can share the pbix file, i'll be able to help further.

[peppster]

Hi @Kaviraj11 

Thank you so much for the guidance. I have no idea on how to do that so any advice would be helpful. Thank you again for the help.

[Kaviraj11]

Would you able to share the pbix file with sample data? I'll be more efficient that way.

[peppster]

Hi @Kaviraj11 

I really would like to but unfortunately the excel workbook is on a corporate drive so you wont be able to access the data. My apoloigies

[Kaviraj11]

Hi,

Here are important links:

Create date tables in Power BI Desktop - Power BI | Microsoft Learn

Active vs inactive relationship guidance - Power BI | Microsoft Learn

If it doesn't work for you, i'll see what i can do.

[peppster]

Hi @Kaviraj11 

Thanks for the info. I was able to create a date table and tried doing a relationship but I am sure I screwed it up. I have my data source table that has four dates. The dates in this table can be the same for different rows. I also have a date table that has date, month, year, and quarter. When I tried doing the relationships and when I got to the report the slicer does not seem to be working for all the months. Can you help me please?

[Kaviraj11]

Hi,

Make sure you have this option selected for the attribute put in slicer.

 or just have the month selected under hierarchy

[peppster]

Hi Kaviraj11,

I looked in the slicer dont see anything close to the pic. I pasted a screen shot below on what I am seeing. Thank you so much for the help.