Forum Discussion
Sorting dates into quarters from different years
hi, Anonymous
Please refer to this screenshot:
You have to keep Year hierarchy in the visual too, otherwise, it will be aggregated in quarter hierarchy.
"however, drill down does not fix my problem.", Do not use drill down, you should use expand.
and here is a simple sample pbix file, please try it.
Best Regards,
Lin
Community Supporthi, Anonymous
For your case, you just need to learn the difference Drill pathways in drill model.
https://docs.microsoft.com/en-us/power-bi/consumer/end-user-drill#drill-pathways
From your screenshot, we could know that you used drill down for the date column, that will only get the next level data.
For example, when you drill down on Year level, you will only get quarter level.
So different year value will be aggregated for the same quarter.
You should use Expand in drill model
For example, when you expand on Year level, you will get Year-Quertar, and it will sort by correct way.
Regards,
Lin
Hello Lin,
Thanks for your suggestion, however, drill down does not fix my problem. I do have drill down enabled and even with the date hierarchy, PBI is not recognizing the year difference among the quarters. Like I mentioned above, my data timestamps are from Q3-2018 to Q1-2019, but PBI will only sort the quarter numerically instead of chronologically 4-3-1 or 1-3-4(see first picture). I need it to recognize that Q3 and Q4 are of the previous year and Q1 of the later year.
Robyn
- v-lili6-msft
hi, Anonymous
Please refer to this screenshot:
You have to keep Year hierarchy in the visual too, otherwise, it will be aggregated in quarter hierarchy.
"however, drill down does not fix my problem.", Do not use drill down, you should use expand.
and here is a simple sample pbix file, please try it.
Best Regards,
Lin
What a silly mistake. Thanks for explaining this, though it took a few knocks on my noggin. It works (for now)! Thanks again for your help Lin. :)
Robyn