Forum Discussion
Grouping Text by Month
To create a date hierarchy in Power BI, you can follow these steps:
Ensure that your date column is of the "Date/Time" data type in Power BI. If it's not, you may need to change the data type of your column to "Date/Time" using the Power Query Editor.
In the Power BI Desktop report view, select the table or visual that contains your date column.
On the right side pane, navigate to the "Fields" section. Locate your date column under the corresponding table.
Click on the drop-down arrow next to your date column. You will see a list of options.
From the options, select "Hierarchy" and then choose "Date Hierarchy."
Power BI will automatically create a date hierarchy for your selected date column. By default, it includes Year, Quarter, Month, and Day levels.
You can expand or collapse the hierarchy levels by clicking on the arrows next to each level.
To use the date hierarchy in your visuals, drag and drop it onto the axis or filter area of your visual.
It would appear i cant use this option as the data is live from dynamics, im using directquery. The drop down arrow next to the date column im using only shows add hierarchy rather than add date hierarchy. Is there a way i can do this in PowerQuery?