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Vicky2020
Frequent Visitor

How do I organise data by Year and Quarter on a line graph?

Hi all,

 

I have exhausted Google and Youtube, and I haven't been able to find out whether Power BI has the capability of organising data by year and quarter in a line chart.

 

So far, I can only organise data either by Year or by Quarter, but not both. I have serveral years worth of data to display and I need to be able to group it according to fiscal quarter and year. 

 

As a work around, I've added a column into my data table that lists the quarter and year, I have then created a separate table that lists the quarters in one column then assigns a rank to a quarter in another column, e.g:

 

QuarterIndex
Q1 20191
Q2 20192

 

... and created a relationship between the two tables.

 

I can now sort the data, by using the index column on the x axis, however the data labels on the x axis are not going to make sense to anyone except me. I could hide the data labels and manually add them on as individual text boxes - but this feels a huge work around for something that can be accomplished so quickly and easily in Excel.

 

Is there an easier way to do this?

 

Any help, thoughts or ideas would be much appreciated!

 

Many thanks!

 

 

 

1 ACCEPTED SOLUTION

@Vicky2020 

 

If you set up a Calendar table including fields for Quarter and year, you can add both of these to the x-axis and use the drilldown function to display the quarter/year as individual points, or you can de-select "Concatenate values" under the formatting options for the axis in the formatting pane, and get an an axis with grouped hierarchical values:

20200220_084124019_iOS.png

 





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