Forum Discussion
creating caluculated column without drill down
- 7 months ago
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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LinkedIn - 7 months ago
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.
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 Column
If 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: