Create a dashboard by Quarter

[Anonymous]

Hello,

  I have a spreadsheet with 3 colums. User, Date and Quarter (1,2,3,4). I want to create a bar chart Dashboard that shows how many users are in Quarter 1, 2, 3 and 4. My guess is some how I need to add up each user? but I'm new to Power Bi. So, looking for any guidance or ideas.  

Thank you! 

[Tad17]

Hey @Anonymous 

This is actually fairly simple. Once you have the spreadsheet in Power BI:

1. Click the Bar Chart visual

2. Then in the field pane drag your date to the axis.

3. Then, if it didn't automatically create the date hierarchy you can do so by clicking the drop-down menu on the value in the pane.

4. Then simply delete the Year, Month, and Day items by clicking the "x" next to them and you are left with the Quarter.

5. Then drag your User column to the Value section in the field pane. From here you can click the drop-down menu to select count or distinct count depening on if you want all instances of users or only the number of individual users who appear within the given quarter.

If this helps please kudo.

If this solves your problem please accept it as a solution.

[TomMartens · Accepted solution]

Hey @Anonymous ,

import the spreadsheet to Power BI Desktop, after that you will have a table named like the sheet of the spreadsheet.

Create a clustered column chart (make sure the chart is selected), drag the quarter column to the Axis, and the User column to the Value field of the chart. Make sure that the aggregation function Count (Distinct) is selected, by using the little arrow inside the field:

Hopefully, this gets you started.

Maybe this site will provide valuable information: https://docs.microsoft.com/en-us/power-bi/guided-learning/

Regards,

Tom

[Anonymous]

Tom,  Thank you! This helped a lot.