I'm trying to make a simple chart of sales per quarter, but over a three year period, not just quarters aggregated. This is very easy in Tableau (pictured). I'm just getting years OR quarters.
Can someone point me to how I can do this? Thanks.
It is as easy as Tableau in PowerBI as long as you know how to do it. When you put your Date field in the Axis, Right Click and select Date Hierarchy. Select Quarters from the list.
When you drag the date field to the chart, It will create the drill down action, which wil show you the drill down to the quarters level as well.
Thanks very much. When I do that it only shows data for quarters aggregated (Q1 sales from 2014, 2015, and 2016 summed). How do I show quarterly data for all years? I know I am missing something simple.
Bhavesh -- Thank you. It looks like in your example, there are two seperate fields; one for year and one for quarter. Did you copy the date into two seperate columns and format one as year and one as quarter? My data contains one date field (named "create_date" as picutred).
The suggested practice to work with date related data in powerbi is to create a calender table with all contiguous dates to correctly calculate the time intelligence calculations.
I have created a Year and Quarters Columns in my date table using the syntex below:
Thanks very much for your help - I really apprecaitate it. This enables the kind of chart I wanted to create. Unfortunately it is a very unsatisfactory solution. In Tableau it is not neccessary to create additional columns, calculated fields, or tables -- this chart format is available with one click.
Moreover, this blows out the forecasting functionality, and this is a fatal flaw. Naturally I need quarterly forecasting going forward, based on three years of quarterly data.
So far I find BI to be vastly inferior to Tableau -- I hope some of these features are developed but I don't have time to waste.
Personally, I recommend you that submit the requirement at this site. If the requirement mentioned by customers for many times, the product team may consider to add this feature in the next Power BI version. Your feedback is valuable for us to improve our products and increase the level of service provided. Thanks a lot.