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pauliuseg
Helper I
Helper I

date hierarchy - year & Quarter issue

hi,

i have date hierarchy, i can drill down - Year, Quarter, month. - all OK.

but i can't get to Year+Quarter.

and i have other report where is done so, but i cant do it in my report.

how is in good report :

pauliuseg_0-1616323952329.png

pauliuseg_1-1616323964969.png

 

adn i do same hierarchy, but i get   only sigle values, Year, Quarter, but not Year + Quarter.

 

pauliuseg_2-1616323989330.png

 

where is the trick ?

so simple seems, but cant move on ...

 

thanks !

Paul.

 

 

 

2 ACCEPTED SOLUTIONS
Jihwan_Kim
Super User
Super User

Hi, 

Please correct me if I wrongly understood.

 

If you can see your Calendar Table (or Dates Table), 

- find a Year 

- right-click the mouse

- create a hierarchy

- find a Quarter

- right-click the mouse

- add into the hierarchy

I added a link for a short video.

 

I hope this is what you are looking for.

 

Hope it resolves your issue? 
Did I answer your question? Mark my post as a solution!

Appreciate your Kudos, Press the thumbs up button!!

 

https://drive.google.com/file/d/18vlvgv3ri0coCpAFO8SKxuV3LCZ1GWI7/view?usp=sharing 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

PhilipTreacy
Super User
Super User

Hi @pauliuseg 

 

Download PBIX file with Date Table

 

For this you need to create your own DateTable with a column that has Year Qtr, and use that in your slicer.  See my PBIX file above for such a DateTable.  Copy the code for the Datetable table from this into your own file to create your the DateTable.  Chnage the parameters to suit you e.g. the start and end years.

Mark this as a Date Table and then make sure their is a relationship from the table to your fact table.

This is the line of code that creates the Year Qtr column

"YearQtr", YEAR([Date]) & " Qtr " & INT((MONTH([Date])+2)/3),

yrq.png

 

Regards

Phil



Did I answer your question? Then please mark my post as the solution.
If I helped you, click on the Thumbs Up to give Kudos.


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View solution in original post

7 REPLIES 7
PhilipTreacy
Super User
Super User

Hi @pauliuseg 

 

Download PBIX file with Date Table

 

For this you need to create your own DateTable with a column that has Year Qtr, and use that in your slicer.  See my PBIX file above for such a DateTable.  Copy the code for the Datetable table from this into your own file to create your the DateTable.  Chnage the parameters to suit you e.g. the start and end years.

Mark this as a Date Table and then make sure their is a relationship from the table to your fact table.

This is the line of code that creates the Year Qtr column

"YearQtr", YEAR([Date]) & " Qtr " & INT((MONTH([Date])+2)/3),

yrq.png

 

Regards

Phil



Did I answer your question? Then please mark my post as the solution.
If I helped you, click on the Thumbs Up to give Kudos.


Blog :: YouTube Channel :: Connect on Linkedin


Proud to be a Super User!


yes, tanks ,  yes, need to create additional column.

quite easy was 🙂 tanks ! 

Jihwan_Kim
Super User
Super User

Hi, 

Please correct me if I wrongly understood.

 

If you can see your Calendar Table (or Dates Table), 

- find a Year 

- right-click the mouse

- create a hierarchy

- find a Quarter

- right-click the mouse

- add into the hierarchy

I added a link for a short video.

 

I hope this is what you are looking for.

 

Hope it resolves your issue? 
Did I answer your question? Mark my post as a solution!

Appreciate your Kudos, Press the thumbs up button!!

 

https://drive.google.com/file/d/18vlvgv3ri0coCpAFO8SKxuV3LCZ1GWI7/view?usp=sharing 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


thanks , yes, it's both solutions, need to create new hierarchy and ten you can add as many dimensions as you want , joining them together.

thanks, i have a working hierachy, and what i can't do - to display in a bar chart Year& Quarter

i can see year, i can drill down to Quarter.

 but no Year-Quarter.

means  Y 2019  Y 2020

or Q1 Q2 Q3 Q4

 

but i cant 2019Q1,2019Q2,2019Q4...

i quees i need to create new dimension including Year-Quarter column. ..

 

strange is that , that i have a file which can use Year-Quater, means show it, event usind same date hierarchy,

 

paul.

Hi, @pauliuseg 

If it is OK with you, please share the file then I can try to have a look.

Thank you very much.

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


sr, i can't . i will try to create hierarchy from begininig again.

as strange.. 

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