PowerBI Matrix with Year and Month - date

In the matrix below I have data from Jan 2020-Jan 2021, where the Jan column has the data from both 2021 and 2021. Is there any way to have the matrix add another column for Jan 2021 instead of aggregating that in with the Jan 2020 data?

Chose Year and Month in the date hierarchy column and then in the matrix click "expand all down one level in the hierarchy.

I am new to Power BI and I was wondering recently myself about something similar.
You can create a new column (text format) and combine month and year.
Date
Date Modified
dd-MM-yyyy
yyyy-MM
or
Date
Date Modified
dd-MM-yyyy
yyyy-MM (MMMM)
or
Date
Date Modified
dd-MM-yyyy
yyyy-MM (MMM)
It is not the most elegant solution, it changes a bit what is displayed (not simply months in the headers), it has a few disadvantages but it works.
I would be curious myself whether a better solution exists.

If you click on the date column you are using [InvoiceDate] and select the date option, it will separate out the two date values.
currently it is in a hierarchy showing just the month values but not the actual date

i have this but mine stays summed up at the year level even though the 'month' is expanded under the TimeByDay...
If I take out the year it will provide it like above but combines both... or as is it puts columns in the year

Related

Tableau Fixed Max date registered by month

I want to create a graph line in tableau with a count distinct id per month.
I use an excel spreadsheet that is updated a few times per month but never on the same date, so I have different dates registered as months go by.
I want to use the last date registered per month so I can use that date to show month's trend through the years. Each id represent a different construction building, so it is expected that the same id can be found on different months.
This is what I tried: Tableau Fixed (LOD) formula the get last date registered per each month:
{ FIXED [id_constructionbuilding], MONTH([date_registered]): MAX([date_registered])}
Then I use rows and columns in tableau but I get more than one max date (my excel has 2020 and 2021 dates, so it's picking dates from October 2020 and October 2021 for example). Dates are order according to Spanish so you will see month and days shifted:
I would suggest updating your calculated field to:
{ FIXED [id_constructionbuilding],DATETRUNC('month', [date_registered]), DATETRUNC('year', [date_registered]):MAX([date_registered])}
This will keep the level of detail (LOD) to the id_constru..., month and year.

Is there a way to format and sort dates in a drop-down list on Google Sheets?

I have made a monthly budget sheet for someone who is not too confident using Google Sheets (or Excel) so I need it to be really simple.
https://docs.google.com/spreadsheets/d/10E9jX1Qlq-KQLCHupci3_8MiP7p5l-f2J1M5yFtfjQ0/edit?usp=sharing
In the monthly report, it is possible to select a month in cell B1 to fetch the relevant amounts using sumproduct/hlookup formulas.
Now that person should write "April 2019" or "May 2019" etc.
I would like to insert a dropdown list so there is no format issue whatsoever and for the items to be shown this way:
April 2019
May 2019
June 2019
...
with something like 24 months available.
I made a dropdown list from a formatted cell range but the dates display as "01-04-2019, 01-05-2019, etc" so it is not visually easy without an "mmmm aaa" format
AND
are not sorted chronologically (although my cell range is, but they rearrange themselves after 1 selection)
Going further, the dropdown would ideally have:
months in the format "mmmm yyyy"
sorted chronologically
dynamic list (12 months history, no future months)
this will give you dynamic dates in the range of (today's month +1) 2018 until (today's month +1) 2019
=ARRAYFORMULA(UNIQUE(TEXT(TO_DATE(ROW(
INDIRECT("A"&EOMONTH(DATE(YEAR(TODAY())-1, MONTH(TODAY())+1, 1), -1)+1):
INDIRECT("A"&EOMONTH(DATE(YEAR(TODAY()), MONTH(TODAY())+1, 1), 0)))),
"mmmm yyyy")))

Altering x-axis for dates in Tableau

I have a data set that has dates for many years. I can easily filter the data by month or week, but I was hoping to change the X axis to make it start in October and end in April.
Is there a way to do this in Tableau without altering the original data and listed dates?
I don't know about it ending in April since that would not be a full 12 months but you can make it start in October. Right click on your date field > Default Properties > Fiscal Year Start. Then select October.

BIDS\SSIS Derived day of week from date

I need to derive a column to be imported from CSV to ms sql. I have a date field, but I also need a day of week field, represented numerically. for example monday would be 2. Is there a way to do that as an expression in "Derived Column Transformation Editor", similar to the Weekday() function in excel?
If by 'BIDS' you mean 'SSIS', I believe you are looking for the DATEPART() function: you can extract the day number using DATEPART("DW",[MyDateField]). This will return 1 for Monday, 2 for Tuesday ... 7 for Sunday.
Link with additional info

EOM date for various months

I'm looking to get a snapshot of inventory for the latest date of each month.
I.E.
Feb 13
Jan 14
Feb 14
There are duplicate variables - i.e., "a" will be listed several times each month. I need to get a.) the sum of each month (easy), and b.) the snapshot of the last date available.
Part B.) is what I'm having trouble with. I've seen the EOM excel formula - but it requires entering (current, following month, etc.). I just want the formula to spit out the inventory Quantity for the last date of each month, without having to specify which month (current, following, etc.).
Any ideas?
Thanks!
I'm assuming that your data is structured something like this:
http://i.stack.imgur.com/mF3h0.png
If that is the case, you can use a formula like this:
=VLOOKUP(EOMONTH(A12,0),$A$2:$B$5,2,FALSE)
Where A12 is the month you want to find the answer for. So the full sheet looks like this:
http://i.stack.imgur.com/GR5ok.png
As you can see, the formula that I put into cell B12 and then just dragged down is pulling back the correct values for the end of month inventory count. Just populate column A with the month-year you are searching for.
Hope this helps!