I'm using the Data Segmentation visualization in Power Bi to filter the page using a Date column, but it shows the whole date (Day, Month, Year) and I need to show only Month and Year, is there a way to filter out the day?
You can create a new column in PowerBI desktop and use it.
Click on New Column in Home ribbon under Calculations section and enter like
MonthYear = Query1[CreatedDate].[Month] & "-" & Query1[CreatedDate].[Year]
Where CreatedDate is your current date field. Then you can use MonthYear column to filter.
When adding the date into the Viz, right click on the field and you show be able to deselect the date items you do not want.
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I have a table with the columns |Month|Year|Cost|. I want my table visual to show the current month and previous month only, how do I go about automating this so I don't have to click the specific month on the filter?
Select your Visual. Go to Filter and select the Date column. Fill in according image below and Apply Filter.
I have a Power BI report with a Date (slicer) visual like that.
In a Data Model there is a tabel 'Date' that corresponds to this visual.
At the moment there are only Day, Week, Month and Year dimensions in date selection options. But I would like to see that there is a Quater option too. If I select all date options in 'Date' table then the Power BI doesn't add a Quater option to the previous list but constructs a new visual with different styling (the weekday and month names are in estonian).
The Quarter field in 'Date' table is created like this:
Quarter = Quarter('Date'[Date])
So, my question is why Power BI doesn't add automatically a quarter option to the dropdown menu and are there any solutions for that problem?
Try detectimg column as a date in BI Editor or you may create duplicate column of date to see quarter options.
You can acheive this my selection "Filter" Visualization and drag drop the qtr, month etc in field section.
I have a table with a value ReportDate, which is in the format '03/01/2020'. I want to create a slicer in my Power BI report that displays only the format '03/2020' and the user can then select the value of the month and year to display, and it will display the data for that month (regardless of the day value). How would one go about doing this? I know technically I can add a new column in the database table, but unfortunately I do not have access to changes in the database and as such, would like a Power BI solution.
In the Power Query Editor create a new column with formula
Date.ToText([Date], "MM") & "/" & Date.ToText([Date], "yyyy")
Change [Date] to whatever your date column is called. Date.ToText converts a date time to text, which is then concatenated. You can then filter on that column. For issues like this it is best to have some sort of calendar table.
You can create a new column in using query editor in power bi:
mon_year = left(<column_name>, 3) & Right(<column_name>, 4)
Note: Make sure your are connected to dataset in import mode because in live connection you will not be able to create New Column in Power BI.
Looking to get the current month and year from date column.
Below one not working:
FORMAT(Date(MONTH(Dim.DateTable.Date.Today())),"MMMM")
If you want an extra column with only the month, you can use:
FORMAT(yourTable[yourDateColumn],"MMMM")
If you want a date to show consistant over your report as MMMM yyyy, select the column, click tab modeling and select the format of the column there.
There are four line charts for Year,Quarter,Month,Day in my power bi report. the requirement is to pick a date from the date picker and based on the selected date I need to display graphs accordingly(selected date and 3 values back). E.g. if user select 1.1.2018 from date picker, I need to display graphs with year,quarter,month,day belong to 1.1.2018 and 3 more values(years,quarters,months,days) back.
I add visual level filters for each line chart and filter top 4 values.but it's work for year chart only. any ideas?
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Hey Dasaru try to create separate columns for year, quarter, month & date and use that as Axis in each chart
FYYear = Sheet1[Period].[Year]
FYQuarter = Sheet1[Period].[Year]&" "&Sheet1[Period].[Quarter]
Apply the same solution for Month and Date.