Power Bi Newbie - Connecting Date Slicer to Bar Chart - How to?

[ME_1976]

Hi Folks, 

Newbie to PowerBi. 

I'm creating a reporting dashboard, with a stacked graph to report monthly performance. 

I need to create a slicer, so the graph produces a range of months (example January to January, or February to February). 

I have the data set out in the graph, which adds the data together and that's fine as I apprecaite the slicer isn't in place to split out the data. If that makes sense. 

I've got a second suite of data, which is purely the calendar dates (date, month, year etc) that I was hoping to use for the slicer. I can create the slicer, so that it generates the slider and drop down calendar for selecting the months. But I cannot (or at least don't know how) connect the slicer to the graph, so that it shows the month range selected. The month range will always be consecuitve months (Jan, Feb, Mar etc). 

Can you please assist. 

As mentioned I'm a newbie so appreciate less jargon 😀

[Anonymous · Accepted solution]

Hi @ME_1976 ,

About the issue that the date slicer does not work, I would like you to read the documentation below:

Model relationships in Power BI Desktop - Power BI | Microsoft Learn

1.Implementation needs to be emphasized: Desktop can filter only if you join a dimension table with a fact table.

I gave a table of sales and a table of dates:

In the model view, you need to join the 'date' fields of the two tables, the filter passes in the direction :

1-->* (Date --> Sales)

2. Final output

Best Regards,
Wenbin Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous · Accepted solution]

Hi @ME_1976 ,

About the issue that the date slicer does not work, I would like you to read the documentation below:

Model relationships in Power BI Desktop - Power BI | Microsoft Learn

1.Implementation needs to be emphasized: Desktop can filter only if you join a dimension table with a fact table.

I gave a table of sales and a table of dates:

In the model view, you need to join the 'date' fields of the two tables, the filter passes in the direction :

1-->* (Date --> Sales)

2. Final output

Best Regards,
Wenbin Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ME_1976]

Thank you! 

You're assistance helping a newbie has helped solve my headache 😊

[ME_1976]

Hi, first thank you for taking the time to assist. I've tried to connect the the date with the data, and for me it doesn't seem to work. I've provided the screen grabs below, with an explenation behind what I'm trying to achieve in the visual. 

Really apprecaite the assistance on this, so I'd like to thank you (and anyone else who can assist) in advance for your help. 

As part of the dashboard, I want to create a visual that show performance over the months. 

I'd like to use the slicer, so that I can then show a range of consecutive months (e.g. January 2034 to January 2024). 

The data pane

This is the Excel data, which is pretty basic. 

It refers to 3 different types of applications for the month (hence the 3 January etc).

The Excel date data, which covers months throughout 2023 & 2024 (I've also tried the full calendar approach)

Model with the date and Month connecting the two dates

[Anonymous · Accepted solution]

Hi @ME_1976 ,

Confirm that both of your fields and date fields are of the same type,check if the type is 'Text'

[ME_1976]

Perfect!! That was the final issue.

You've helped solve a headache for a newbie. 😊

[audreygerred]

Hi! When you say, "I've tried to connect the the date with the data, and for me it doesn't seem to work" what isn't working? The join? What error are you seeing?

[audreygerred]

Is your date table joined to your fact table?