How to Group Dates by Month and Year

[arock-well]

I have a dataset where the Time Intelligence option has been turned off.

Within the dataset there are two date fields. One date field contains a specific date. There is a corresponding date field that only shows the month and year that specific date falls into.

When I drop the month/year field into a stacked area chart it doesn't group by month/year but is still breaking it down by the specific date.

Specific date:

Month/Year repeating and not grouping:

Questions:

Is there anyway to group by month/year with the current way the dataset is set up?

Or, do I need to turn Time Intelligence back on?

Or, do I need to create another dataset that groups the data by month/year?

[v-binbinyu-msft]

Hi @arock-well ,

You just need do some settings for it, please refer below screenshot:

set the X-axis Type to "Continous":

below is "Categorical" type:

Please refer the attached .pbix file.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[arock-well]

@v-binbinyu-msft  Thanks! That seems to work for what I'm looking for when it comes to a Stacked Area Chart.

However, I'm having a similar issue with a Cluster Column Chart in this same report, but in reverse. When set to Continuous it breaks it down by specific date like my original issue:

However, when I change it to Categorical it does change the label to Month Year, but the columns are still showing as if they're individual weeks. I was expecting it to only have two columns not four, one for Nov 22 and the other for Dec 22.

Any idea how to group those into two columns?

[arock-well]

To hopefully make this more clear, when I place a Tablix visual using your example, it returns like this. Note it's showing each individual date even though it is set to show Month Year:

As I mentioned before, my dataset has Time Intelligence turned off, but yours is not. So if I put down another Tablix and use the Date Hiercarchy of Month and Year, then it groups correctly:

So I think I may be back to my original questions:

- Is there anyway to group visuals by month/year with the current way the dataset is set up (that is, Time Intelligence is turned off)?

- Or, do I need to turn Time Intelligence back on?

- Or, can I create another dataset that groups the data by month/year (with Time Intelligence off)?

[arock-well]

Are there any other options besides turning on Time Intelligence and/or using another dataset where I group by month/year instead of the specific dates?

Any help or push in the right direction would be much appreciated.