It is time for another Snack! Let's get back to that data we loaded several weeks ago.
Go to Power BI Service online, access "My Workspace," and click on the name of the report we are working on.
If you are using the same sample data that I am, it is probably called "FinancialSample" or whatever you named it. The type is a "Report."
It looks like a plain old ordinary table, right now. It is nothing exciting, so we should start forming into something that is.
If you only added the date column last time, go ahead and add more.
The last time we were here, I added the following:
- Date
- Sales
- COGS
- Country
- Discount Band
- Gross Sales
- Manufacturing Price
- Product
- Profit
- Sale Price
- Units Sold
Viewing these, some of the column names may include "Sum of ..."
This is all OK.
Also, remember the Date is going to appear divided out by Year, Quarter, Month, and Day.
Today, we are going to fix that!
- Click the EDIT button at the top of the page.
- You should three panels appear on the right.
(One or more might be collapsed. Don't worry about that too much.) - Filters
- Visualizations
- Data
- Click on the data table on the screen so that the table visualization is selected.
- Under the Visualizations panel, find the column that shows,
- Date
- Year
- Quarter
- Month
- Day
- Click the itty-bitty down arrow to the right of where it says "Date"
- A menu appears that shows the following (or more items),
- Remove field
- Move >
- Show items with no data
- Date
- ✓ Date Hierarchy
- Click the one that says Date
- The data table should change to display something like "Friday, July 25, 2025" instead of all of those extra columns.
- While that is pretty, it is not really want we want for this. An adjustment to the Semantic Model is needed to get it to look the way we really want it.
- Choose File from the top left
- Choose Save
- At the top of the screen, click "Open Data Model"
- A new tab opens, related to your Data Model aka Semantic Model
- Click the "Viewing" button in the top right
- Choose "Editing"
- In the Data panel,
- Expand your data (click the little > next to "financials"
- Click "Date"
- In the Properties panel,
- Choose "Date time format"
- Choose "*3/14/2001 (m/d/yyyy)"
- Close this tab (changes save automatically)
- Back in your original tab, you may need to reload your window to the see changes.
- The date column should display all dates in a format that looks like 7/25/2025
- Choose File
- Choose Save
We are with this for today. I know it seems like a lot now, but most of these things will never need touched in this report again. Power BI will remember everything we did.
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