combining data from multiple sources periodically - date hierarchy no longer works

[Anonymous]

Hi all

I'm fairly new to Power Bi and set up an initial table with data from 2020, a seperate date table for time inteligence and seperate shop location table which creates a hiearchy on sales areas.

I later imported new data for 2019 from 4 different excel files into one table and added this table (via append) to the main table.

The problem I am having is the date drill downs/ hierarchy no longer work on my visualisations.

I'm not sure i'm approaching this right or why is has stopped working after the import?

[parry2k]

@Anonymous check the data type of your date column maybe once you append the table the data type of that column is not date anymore and that's why you are seeing the hierarchy.

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[Anonymous]

Hello

I have checked and all my dates in all tables are formatted as dates. 

[amitchandak]

@Anonymous , Not very clear. But is your calendar covering both 2019 and 2020.

[Anonymous]

Yes, my date calendar covers all dates 2019 & 2020.

[parry2k]

@Anonymous can you share the relationship diagram, if you have marked your date dimension as date table it will not show hierarchy. Provide more detail, how your tables are related, and which date column is not working.

[Anonymous]

StoreRegionTable (SalesAreaNo, StoreNo,StoreType, StoreAddress)

MainExport2020Table (ActivityNo, ActivityDate, StoreNo, CustomerCode, ActuvityType, ActivityBrand)

DateTable (Date, Year, Qtr, Month, WeekNo, DayNo)

Table above formatted as excel table

Above three tables have a relationship one date in date table to many dates in main

One store in store table to on store in main

Each row in main is one activity and  the aim is to show the number of activities per day , week , month for each store and then a moving 12 week and daily average per store by brand.

Imported2019DataTable (ActivityNo, ActivityDate, StoreNo, CustomerCode, ActuvityType, ActivityBrand) 

-

This table has been combined using 4 excel sheets to onetable using get data and then then appended to the current MainExport2020Data table. This import is large.

The idea was that any new data will be added to a file, imported and then appeneded to main where the relationships.

[parry2k · Accepted solution]

@Anonymous as soon as you have a relationship on date column that hierarchy is not there anymore because internal date tables don't exist anymore, having said that, you can create your own hierarchy in date table and use that and this is the right way to do the model, in other words, you are on right track.

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!