Forum Discussion
creating caluculated column without drill down
Here I want to show segment in orders table and quarter from dim date like this in the image but without drill down i.e not making hierarachy in segment and quarter columns with a slicer selection year wise from dim date
Hello Prag28
try this
Ensure Relationship
Create relationship
DimDate[Date] → Orders[Order Date]This lets Year/Quarter filter Orders.
No Hierarchy Needed
Do NOT create hierarchy.Use Segment and Quarter as separate fields.
(Optional) Calculated ColumnIf Quarter is only in DimDate
Order Quarter = RELATED(DimDate[Quarter])Build Visual
Use Table/Matrix
Add Segment (Orders)
Add Quarter (DimDate or Orders)
Add your measure
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LinkedInHi Prag28,
Thank you ryan_mayu and pankajnamekar25 for your answer to the query.
Along with that, ensure that the Year from the Date dimension is included in a slicer so filtering occurs by year without needing a hierarchy. Because there’s an active relationship between the Date and Orders tables, choosing a year will automatically filter both Segment and Quarter values. Also, make sure drill-down and drill-up options are disabled in the table or matrix visual, so fields appear as flat columns rather than a hierarchy. If you’re using a matrix visual, add Segment and Quarter directly to the Rows section instead of nesting them, which keeps them side by side. If a direct relationship isn’t possible, you can use a DAX method like TREATAS() to apply date filters and pass the Year or Quarter selection from the Date table to the Orders data without creating a hierarchy.
Thank you.
5 Replies
- pankajnamekar25
Super User
Hello Prag28
try this
Ensure Relationship
Create relationship
DimDate[Date] → Orders[Order Date]This lets Year/Quarter filter Orders.
No Hierarchy Needed
Do NOT create hierarchy.Use Segment and Quarter as separate fields.
(Optional) Calculated ColumnIf Quarter is only in DimDate
Order Quarter = RELATED(DimDate[Quarter])Build Visual
Use Table/Matrix
Add Segment (Orders)
Add Quarter (DimDate or Orders)
Add your measure
If my response helped you, please consider clicking
Accept as Solution ✅ and giving it a Like 👍 – it helps others in the community too.
Thanks,
Connect with me on:
LinkedIn - ryan_mayu
Super User
not quite clear about your request. could you pls provide some sample data and expected output?
- v-sgandrathi
Community Support
Hi Prag28,
Thank you ryan_mayu and pankajnamekar25 for your answer to the query.
Along with that, ensure that the Year from the Date dimension is included in a slicer so filtering occurs by year without needing a hierarchy. Because there’s an active relationship between the Date and Orders tables, choosing a year will automatically filter both Segment and Quarter values. Also, make sure drill-down and drill-up options are disabled in the table or matrix visual, so fields appear as flat columns rather than a hierarchy. If you’re using a matrix visual, add Segment and Quarter directly to the Rows section instead of nesting them, which keeps them side by side. If a direct relationship isn’t possible, you can use a DAX method like TREATAS() to apply date filters and pass the Year or Quarter selection from the Date table to the Orders data without creating a hierarchy.
Thank you. - v-sgandrathi
Community Support
Hi Prag28,
Just checking in! We noticed you haven’t responded yet, and we want to make sure your question gets fully resolved.
Let us know if you need any additional support.
Thanks again for contributing to the Microsoft Fabric Community!
- v-sgandrathi
Community Support
Hi Prag28,
we haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.
Should you have any further questions, feel free to reach out.
Thank you for being a part of the Microsoft Fabric Community Forum!