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Date hierarchy in Power BI is one aspect that most users struggle with. If you’re like most people, you’re probably spending much time trying to create a date hierarchy.
This guide dives right into what date hierarchy in Power BI is, why it is important, and how to create one.
First…
Date hierarchy in Power BI is a feature that helps organize date-based data into a hierarchical structure. This will, in turn, make it easy for the user to analyze and navigate the data. With date hierarchy in Power BI, users can drill down from the year to the month, day, or hour level. It all depends on the user and the level of detail they want.
Date hierarchy offers an intuitive and logical method for understanding and examining trends.
Date hierarchy plays a role in the efficient data visualization and analysis of data. It allows users to drill down into time-based data, enabling effective trend analysis. This way, users can navigate and group data by year, quarter, month, or day, making it easier to identify patterns, trends, and seasonality over time.
Date hierarchy simplifies how calculations are made. Calculations are measured using time-based dimensions, and that improves the overall user experience. The model empowers users to make data-driven decisions.
There are cases where you’ll have to use the relationship editor in Power BI to create a custom date hierarchy. Here are easy steps to do just that.
During the creation process, the original field stays intact while a new field is generated. The hierarchy is always separate even though it’s related to the content of the original field.
The new hierarchy is shown below the field it was created from. And a name is automatically assigned by Power BI. The naming is dependent on the original field name, and “Hierarchy” is attached at the end of it.
To expand the field, click the arrow on the left. You’ll notice that only one field is assigned to it.
You should use functions like DAY, MONTH, WEEKNUM, or YEAR to create new DAX columns in DAX format. You can also generate columns using imported SQL or Power Query. The formula and method will be dependent on the use case.
Adding more fields to the date hierarchy involves right-clicking on your desired field, and choosing “Add to hierarchy.”
You have to start with the highest level of hierarchy, and fields have to be added in sequential order from the highest to lowest. All columns that should be added have to be present in the data model, and also be part of the date table. It could also be part of the non-date categories.
Assign the date hierarchy to the visuals in your dashboard or report. You’ll have to ascertain that they’re working. Since date hierarchies are dependent on the relationships between custom DAX formulas and date tables, you have to ascertain that the drill-down and expand features are working before you publish the report.
Here’s a concise guide to help you use date hierarchy in Power BI.
Remove Default Hierarchy: When a date field is dragged to the visual, the date hierarchy will be automatically applied by Power BI. You can remove it by clicking on the drop-down arrow that’s next to the date.
Select Date Only: Select the option that displays the date without hierarchy (like “Date only” or “Date”). This removes the hierarchy and showcases the data as a single date value.
Navigate to Options: Go to File > Options and Settings> Options.
Disable Auto Date/Time: Beneath the “Current File” section, choose “Data Load” and uncheck “Auto Date/Time for new files.” This stops Power BI from automatically creating date hierarchies in any new files.
Revert Hierarchy: If there are existing models, replace the hierarchical date fields with the original date column. The original date field is found without hierarchy in the Fields pane.
Stage 1: Logging in to Power BI
| Country | Revenue Stream | Revenue (in $) |
| USA | Digital Advertising Revenue | 39,620,000 |
| USA | Event Marketing Revenue | 10,670,000 |
| USA | Content Marketing Revenue | 5,580,000 |
| USA | Print & Outdoor Revenue | 455,270 |
| UK | Digital Advertising Revenue | 40,710,000 |
| UK | Event Marketing Revenue | 24,770,000 |
| UK | Content Marketing Revenue | 6,330,000 |
| UK | Print & Outdoor Revenue | 552,190 |
| DNK | Digital Advertising Revenue | 47,040,000 |
| DNK | Event Marketing Revenue | 29,070,000 |
| DNK | Content Marketing Revenue | 7,740,000 |
| DNK | Print & Outdoor Revenue | 600,690 |
| DNK | Media Relations Revenue | 106,430 |
| AUS | Digital Advertising Revenue | 53,790,000 |
| AUS | Event Marketing Revenue | 38,530,000 |
| AUS | Content Marketing Revenue | 6,590,000 |
| AUS | Print & Outdoor Revenue | 9,040,000 |
| AUS | Media Relations Revenue | 6,130,000 |
| FR | Digital Advertising Revenue | 57,860,000 |
| FR | Event Marketing Revenue | 50,450,000 |
| FR | Content Marketing Revenue | 3,560,000 |
| FR | Print & Outdoor Revenue | 18,790,000 |
| FR | Media Relations Revenue | 15,460,000 |
| IND | Digital Advertising Revenue | 60,470,000 |
| IND | Event Marketing Revenue | 63,200,000 |
| IND | Content Marketing Revenue | 2,080,000 |
| IND | Print & Outdoor Revenue | 29,500,000 |
| IND | Media Relations Revenue | 30,020,000 |
Here are three insights from the chart.
The following video will help you create a Comparison Bar Chart in Microsoft Power BI.
Navigate to the Fields pane and right-click on the date field. Choose “New hierarchy.” Next, add levels like Year, Quarter, Month, and Day.
The date hierarchy is used for organizing date-related data into predefined levels (like Year, Quarter, Month, or Day). This enables the user to easily navigate, aggregate, and analyze time-based information in visuals.
To access the date hierarchy, you’ll have to drag the date field into the visual. It automatically applies the hierarchy, and it becomes visible in the Fields pane under the date column.
Date hierarchy in Power BI helps in organizing date data into levels like Year, Quarter, Month, or Day for easy analysis. It’s of great value for users who want to draw time-based insights. To create it, you’ll have to drag the date field into the visual.
Date hierarchy offers a consistent route to help users handle date fields across multiple dashboards and reports. It also helps the user to save time as there is no need for manual column creation. The drill-up and drill-down functionalities in visuals improve how the user interacts with the data.
Now you understand how date hierarchy in Power BI works, how will you incorporate it into your data analysis?
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