Built-in Date Hierarchy in Power BI

by
Microsoft Teams

In this Power BI Tutorial, We will discuss what is Hierarchy, What is built-in Date Hierarchy in Power BI. Also, We will see how we can create a simple Hierarchy and also Date Hierarchy in Power BI.

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What is the Hierarchy?

Hierarchy means it is the pyramid-like structure where the data will be ranking depends upon the level of importance. Here, each and every level has one higher and one lower neighbor.

What is Built-in Date Hierarchy in Power BI?

Microsoft has provided a built-in function in Power BI which is known as Date Hierarchy. Date hierarchy helps to display the hierarchy of year, quarter, month and days when the column is a Date/Time type.

There is a Preview feature present in the date hierarchy which allows you to use the auto-generated hierarchy of year, quarter, month and days.

This Power BI Preview feature is very helpful to create your own hierarchies that you want as per your requirement.

How to create Hierarchy in Power BI?

At first, To create a simple Hierarchy in Power BI, Drag and drop one field to another field. Once you will drag and drop the field, then it will automatically create a hierarchy for your requirement.

Let’s take an example. In the below screenshot, there are a number of fields are present under the Fields. As my SharePoint Online List name is Product Details.

Now I want to make simple a hierarchy in the Product Bill Date which is based upon the Product Quantity field.

date hierarchy in power bi
date hierarchy in power bi

For this above requirement, I have dragged and dropped the Product Quantity field into the Product Bill Date as like below screenshot.

power bi built in date hierarchy
power bi built in date hierarchy

Now you can see your new hierarchy is already generated automatically in the Product Bill Date as shown below.

In the same way, you can create a simple Power BI Hierarchy.

power bi date hierarchy show month and year
power bi date hierarchy show month and year

How to create Date Hierarchy in Power BI?

In the Power BI tool, the Date Hierarchy is present in the “mm/dd/yyyy” format. As it is in this format, so when you will add a Date Hierarchy to your report, It will generate Year, Quarter, Month and Day automatically.

Before using the Date Hierarchy in Power BI, You must ensure to enable the Preview features. If you won’t enable all the preview feature, then it will not show you the Date Hierarchy structure.

To enable the preview feature in Power BI, Go to File -> Options and Settings -> Options as like below screenshot.

power bi how to show date hierarchy
power bi how to show date hierarchy

Once you will click on Options, then an options dialogue box will appear. Click on Preview features. At the same time you can see there are some Preview features will display which was disabled by default. Put a checkmark to all the Preview features and then click on Ok.

After enabling all the Preview features, Just restart your Power BI Desktop tool to see the difference.

power bi enable date hierarchy
power bi enable date hierarchy

Now you can see the Date Hierarchy is generated automatically in the Field section. This Date Hierarchy generated Year, Quarter, Month and Day automatically which will help to make a valuable report as per your requirement.

power bi provided date hierarchy
power bi provided date hierarchy

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Hence in this Power BI Tutorial, We discussed what is Hierarchy, What is built-in Date Hierarchy in Power BI. Also, We saw how to create a simple Hierarchy and also Date Hierarchy in Power BI.

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