Dynamically Change X-Axis (Yearly and Quarterly) within a Visual via Slicer


#1

Hello Sam,
I have viewed your video of dynamically change information within a visual via slicer. And currently I have a requirement from client to dynamically show Clustered Bar Chart by Quarterly or Yearly within the visual by Slicer.

DataRelationship

More information about fact table (“Cases” ) and “Dates” table. In the Bar Chart, I use the in-active relationship. and the Measure are recorded below:

Firm (Inquiries) = 
    calculate(
DISTINCTCOUNT('Cases'[Case Number]), USERELATIONSHIP('Cases'[Date Search Inquiry], Dates[Date]))

Sector (Inquiries) = 
    Calculate ([Firm (Inquiries)], All('Cases'[Firm Name]), USERELATIONSHIP(Dates[Date],'Cases'[Date Search Inquiry]))

Fiscal Year = IF(Dates[Month]>10, Dates[Year]+1, Dates[Year])

FISCAL QUARTER = 
    Dates[FY_Short]&"-"&"Q"&Dates[FY_QuarNum]

I would like to know how to create the slicer to dynamically change between Yearly and quarterly chart? Thank you.


#2

Ok so the solution to this isn’t that easy.

A number of people are looking for this and asking for it, but at this time the solutions are only ok I would say.

This here is probably the best explanation I’ve found so far on it.

The reason I’m hesitant to totally promote it though is that it is overly complex in my view.

My thoughts around this are it’s might just be easier to adjust your visualization a bit instead of having to setup a lot of the complexity around this.

Up to you though.

This article explains it quite well.

I might look to work up an example soon to post at Enterprise DNA TV. Will likely follow this idea though


#3

Thanks, Sam. Looking forward to new video. Alternatively, I use the Date Hierarchy drill down to visual the quarterly and yearly. Thank you.