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[BIdileepku]

Hi 
i am using matrix table in power bi desktop 
i am showing the data in column year ,Qtr year, month year, date month year,(created formated columns seperatly for this )
in rows showing = groups 
values showing the data which cointains= names, percentage and number.
i am using slicer for dates to filters  where when i select only year, year data should show,when i select quarter year onllt that data shouls show 

i have selected only month year it is showing only that data

[v-sshirivolu · Accepted solution]

Hi @atul06 ,

Thanks for reaching out to the Microsoft fabric community forum.
Try these steps to solve the issue :

Set up a Proper Date Table

Use Power Query or DAX to create a Date table covering the full date range of your data.

Include columns for: Year, Quarter, Month, Date, etc.

Mark it as the Date Table in Power BI (Model view).

Enable Date Hierarchy

Power BI auto-generates hierarchy (Year - Quarter - Month - Day) when you include the Date field in visuals.

Alternatively, create a Field Parameter manually if you wish to control which levels appear in slicers.

Use Field Parameter 

Go to Modeling - New - Field Parameter - select the date hierarchy columns.

Use that new parameter for both your slicer and your matrix Columns field.

This way, users pick which level to analyze, and the view updates accordingly.

Configure the Matrix Visual

Drag the new Date or Field Parameter hierarchy into the Columns area of the matrix visual.

This enables drill-up/down icons and proper level display when filtered.

Use Date-based Slicer

Place the Date or Date Hierarchy column into a slicer.

Filters the visual correctly but the hierarchy drives the layout—so selecting a month filters only that period, while still showing the correct column level in context.

Find the attached .pbix file for your reference.

If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it

Best Regards,
Sreeteja.
Community Support Team 

[v-sshirivolu]

Hi @BIdileepku 

I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us.

[v-sshirivolu]

Hi @BIdileepku  , 

I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. 

[v-sshirivolu]

Hi @BIdileepku 

I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. We are here to support you and will be happy to help with any further assistance you may need.

Thank you.

[Elena_Kalina]

Hi @BIdileepku 

I tried to replicate your scenario with my dataset. Here's a solution that might help you:

You need to:

1. Create a Field Parameter containing your time columns (in my case: Year, Quarter, Month)

2. Use this parameter in your slicer

3. In the matrix visual, place the parameter in the Columns field area

This approach will automatically handle the hierarchy switching based on slicer selection.

If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it! 

Thank you.

[BIdileepku]

thanks for your responce, after creating feild parameter if we use any date range like jan to feb 2025 does it work ?

[Elena_Kalina]

Yes, the time filtering works in my table setup. For testing, I set up parameters not just for year, month, and quarter but also more similar to what you’re using in your example

[burakkaragoz]

Hi @BIdileepku ,

This is a classic challenge when working with date hierarchies and slicers in Power BI!

From your screenshots, it looks like you’ve created separate formatted columns for Year, Quarter, Month, etc., and you’re using them in a matrix as a "manual" hierarchy. The issue is: when you select only Month Year in your slicer, the matrix just shows that, but when you want it to show data for a higher level (like Year or Quarter), it doesn’t automatically roll up or expand—right?

Here are some tips to get what you want:

1. Use a Proper Date Table and Hierarchy:
Instead of separate columns, try using a Date table with a built-in hierarchy (Year > Quarter > Month > Date). You can create this in Power BI or Power Query. Then, use the default date hierarchy in your matrix—this way, the matrix auto-expands/collapses depending on your slicer selection.

2. Slicer Sync with Hierarchy:
When you use a slicer, if you only select Month Year, the matrix will only display that level. If you want to show all levels or allow dynamic expansion, you need to let users drill up/down in the matrix, or use a hierarchy field instead of separate columns.

3. Dynamic Display (Show Levels as Needed):
If you want your matrix to show Year, Quarter, Month, or Date depending on what’s selected in the slicer, use the hierarchy field in Columns and not individual columns.

• For example: Drag only the [Date] field, and choose the hierarchy icon (“expand all down one level” or “drill up/down”) to navigate.

4. If You Must Use Separate Columns:
If you stick with separate columns, the matrix won’t auto-adjust to slicer selection. It will just show whatever columns you’ve put in. For more dynamic behavior, you’d need to use DAX to create a single column that changes based on slicer selection (which gets very tricky and isn’t standard).

Summary:

• Use a full Date table and its hierarchy in your matrix for best results.
• Place the hierarchy in Columns (not separate fields).
• Use the slicer on the [Date] field to filter, and let the matrix hierarchy expand/collapse as needed.

Let me know if you want a step-by-step on setting up a Date table and hierarchy, or if you have a specific scenario (like needing a custom hierarchy). Happy to help!
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