Grouping Text by Month

if you are using DirectQuery mode, the built-in date hierarchy will not be available. In this case, you will need to create a custom date hierarchy manually. To do this, follow these steps:

1. In the Fields pane, right-click the date column and select New Column.
2. In the New Column dialog box, enter a name for the new column and select Date/Time as the data type.
3. In the Formula bar, type the following formula:

=YEAR([DateColumn])

Repeat steps 1-4 to create columns for the Quarter, Month, and Day.

Once you have created the columns for the Year, Quarter, Month, and Day, you can create a custom date hierarchy by following these steps:

1. In the Fields pane, right-click the original Date column and select New Hierarchy.
2. In the Create Hierarchy dialog box, select the Year, Quarter, Month, and Day columns.
3. Click OK.

The custom date hierarchy will be added to the Fields pane. You can then use the hierarchy in your visuals to filter and slice your data by date.