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t-atgeor
Employee
Employee

group dates into month

Hi, is there a way to aggregate dates into a single month? For example, I may have 9/1/2016, 9/3/2016, 9/5/2016 etc. and simply group them into September 2016 field, without having the dates behind.

 

Thanks.

 

Atanas

1 ACCEPTED SOLUTION

Hi @BhaveshPatel

 

I did too. To make the dates into Sep 2016 then you can do the following:

 

MonthY = FORMAT(DateKey[Date],"MMM")&" " &DateKey[Year]

View solution in original post

8 REPLIES 8
GilesWalker
Skilled Sharer
Skilled Sharer

@t-atgeor - This can be done easily using DAX. Create a new column with the following:

 

Month = FORMAT(YOUR_DATE_COLUMN,"MMM")

 

Giles

Hi Giles,

 

It seems like you misunderstood the problem. He would like his all dates to be grouped in Sep 2016.

 

Thanks & Regards,

Bhavesh

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Please use the 'Mark as answer' link to mark a post that answers your question. If you find a reply helpful, please remember to give Kudos.

Hi @BhaveshPatel

 

I did too. To make the dates into Sep 2016 then you can do the following:

 

MonthY = FORMAT(DateKey[Date],"MMM")&" " &DateKey[Year]

Hi @GilesWalker, @BhaveshPatel,

 

thank you very much for the response. Works perfectly. As a solution, would simply add that the text field has to be converted afterwards into Date, otherwise it will group the field by alphabetical order.

 

Just a short question. Do you happen to know any good source where I could learn the basics of DAX, any webpage / file where you have positive experience from?

 

Thanks again and wish you a great week.

 

Atanas

@t-atgeor


Just a short question. Do you happen to know any good source where I could learn the basics of DAX, any webpage / file where you have positive experience from?


In addition to the excellent learning resources provided by BhaveshPatel above, the official documentations below should be easier for us to get started with DAX.Smiley Happy

DAX basics in Power BI Desktop

Introduction to DAX

 

Regards

Hi @BhaveshPatel, Hi @v-ljerr-msft

 

amazing, thank you very much, will definitely go through them.

 

Have a great day.

 

Atanas

Hi There,

 

To learn DAX Basics, You should go and check these websites:

1. www.powerpivotpro.com

2. www.sqlbi.com

3. https://blog.crossjoin.co.uk/

 

These are the best resources to learn DAX.

However, if you would like to learn indepth DAX

you should buy two books

1. PowerBI and PowerPivot Book by Rob collie ( 2nd Edition)

2. The Definitive Guide to DAX by Alberto Ferrari and MArco Russo.

 

There are DAX video courses available in the market by SQLBI & PowerPivotPro.

 

Thanks & Regards,

Bhavesh

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Please use the 'Mark as answer' link to mark a post that answers your question. If you find a reply helpful, please remember to give Kudos.
BhaveshPatel
Community Champion
Community Champion

Yes there are ways to do this using DAX but it would be better to post a snapshot of data to get the exact solution.

 

Thanks & Regards,

Bhavesh

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Please use the 'Mark as answer' link to mark a post that answers your question. If you find a reply helpful, please remember to give Kudos.

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