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ptmuldoon
Helper II
Helper II

Date Heirarchy shows in BI, but not in Pivot Table?

I'm really not sure if this is a Power BI issue, or I just never noticed before with Excel and Power Pivot.

 

In my pbix file, I have a table with a simple date column that is formatted and recognized as a date with a hierarchy.

 

ptmuldoon_0-1706112795081.png

 

If  I drop that date field into a BI table visual, I then also see the Hierarchy

ptmuldoon_1-1706112854054.png

 

But after I publish this to the service and then connect to that DataSet in Excel, the Pivot Table does not give me the Hierarchy almost as if treats all date's as text?

ptmuldoon_2-1706113044046.png

 

EDIT.   And interestly, when I look at the datmodel in the Service online, that Date Heirarchy is missing?  yet it exists in the pbix file when viewing on desktop.

ptmuldoon_0-1706113365126.png

 

 

1 ACCEPTED SOLUTION
v-cgao-msft
Community Support
Community Support

Hi @ptmuldoon ,

You might consider creating a calendar table that contains the required hierarchical fields.

Calendar = 
ADDCOLUMNS(
    CALENDAR(MIN('DaliyData'[Date]),MAX('DaliyData'[Date])),
    "Year",YEAR([Date]),
    "Quarter","Qtr " & QUARTER([Date]),
    "Quarter Number",QUARTER([Date]),
    "Month",FORMAT([Date],"mmmm"),
    "Month NUmber",MONTH([Date]),
    "Day",DAY([Date])
)

vcgaomsft_0-1706149707140.png

vcgaomsft_1-1706149895755.png



You can also turn off Auto Date/Time and create Heirarchy manually:

vcgaomsft_2-1706150041421.png
vcgaomsft_3-1706150068780.png

vcgaomsft_4-1706150231588.png
Auto date/time in Power BI Desktop - Power BI | Microsoft Learn

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum -- China Power BI User Group

View solution in original post

1 REPLY 1
v-cgao-msft
Community Support
Community Support

Hi @ptmuldoon ,

You might consider creating a calendar table that contains the required hierarchical fields.

Calendar = 
ADDCOLUMNS(
    CALENDAR(MIN('DaliyData'[Date]),MAX('DaliyData'[Date])),
    "Year",YEAR([Date]),
    "Quarter","Qtr " & QUARTER([Date]),
    "Quarter Number",QUARTER([Date]),
    "Month",FORMAT([Date],"mmmm"),
    "Month NUmber",MONTH([Date]),
    "Day",DAY([Date])
)

vcgaomsft_0-1706149707140.png

vcgaomsft_1-1706149895755.png



You can also turn off Auto Date/Time and create Heirarchy manually:

vcgaomsft_2-1706150041421.png
vcgaomsft_3-1706150068780.png

vcgaomsft_4-1706150231588.png
Auto date/time in Power BI Desktop - Power BI | Microsoft Learn

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum -- China Power BI User Group

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