reate a header for a report containing a visual with a date hierarchy

[DebbieE]

I have a report with a visual on it with a date hierarchy.

Drilling down into the visual changes all the other visuals on the report

Its actually quite difficult to keep tabs on where you are in the report from a user perspective

I would love a card that read ALL Years at the top

Then 2020 (The Selected year)

Then  August 2020 (the selected Month and year)

Then Q3 August 2020 (the selected Quarter Month and year)

This would make it so much easier for the user to understand exactly what they are looking at. Is there a possible way to do this do you think?

[v-robertq-msft · Accepted solution]

Hi, @DebbieE 

According to your description and sample pictures, I can roughly understand your requirement, and I made some research and figured out a measure to display as the title as the line chart, you can take a look:

Measure =

SWITCH(

    TRUE(),

    ISFILTERED(Sheet1[Date].[Year])&&ISFILTERED(Sheet1[Date].[Quarter])&&ISFILTERED(Sheet1[Date].[Month]),MAX('Sheet1'[Date].[Month])&" "&MAX('Sheet1'[Date].[Quarter])&" "&MAX('Sheet1'[Date].[Year]),

    ISFILTERED(Sheet1[Date].[Year])&&ISFILTERED(Sheet1[Date].[Quarter]),MAX('Sheet1'[Date].[Month])&" "&MAX('Sheet1'[Date].[Year]),

    ISFILTERED(Sheet1[Date].[Year]),MAX('Sheet1'[Date].[Year]),

    BLANK()

)

Then close the title of the line chart and place a card chart:

And you can get what you want, like this:

You can download my test pbix file below

Thank you very much!

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[DebbieE]

That looks like it might work or be well on the way to working

I changed Blank() to "All Years" for the top level. I think I can start to work with this. thank you so much

[DebbieE]

Im looking at some DAX which I could add to a card which will give me a decent header dependant upon where I was in the hierarchy,

Drill throughs are great but without a header its difficult for the user to undersand what is going on

[PaulDBrown]

I take it the nuisance is the drilldown. A possible solution is to use bookmarks for each view, though they are a bit of a bore to set up