{"id":318,"date":"2023-07-04T15:08:34","date_gmt":"2023-07-04T13:08:34","guid":{"rendered":"https:\/\/www.syntera.ch\/blog\/?p=318"},"modified":"2024-07-18T15:38:15","modified_gmt":"2024-07-18T13:38:15","slug":"dynamic-axis-in-power-bi","status":"publish","type":"post","link":"https:\/\/www.syntera.ch\/blog\/2023\/07\/04\/dynamic-axis-in-power-bi\/","title":{"rendered":"Dynamic Axis in Power BI"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-post-author has-medium-font-size\"><div class=\"wp-block-post-author__avatar\"><img alt='' src='https:\/\/secure.gravatar.com\/avatar\/9cbefca9184e6b8146d83f72900473b791b31bc6c2a10a8e57f77e9c41f11b45?s=48&#038;d=mm&#038;r=g' srcset='https:\/\/secure.gravatar.com\/avatar\/9cbefca9184e6b8146d83f72900473b791b31bc6c2a10a8e57f77e9c41f11b45?s=96&#038;d=mm&#038;r=g 2x' class='avatar avatar-48 photo' height='48' width='48' \/><\/div><div class=\"wp-block-post-author__content\"><p class=\"wp-block-post-author__byline\">LEAD BUSINESS INTELLIGENCE<\/p><p class=\"wp-block-post-author__name\">Dimitri B\u00fctikofer<\/p><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-outermost-social-sharing alignright has-small-icon-size has-icon-color is-style-logos-only is-content-justification-left is-layout-flex wp-container-outermost-social-sharing-is-layout-fa5e4718 wp-block-outermost-social-sharing-is-layout-flex\"><li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-linkedin has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a 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c0.356-0.675,1.227-1.387,2.526-1.387c2.703,0,3.203,1.779,3.203,4.092V18.338z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on LinkedIn\t\t<\/span>\n\t<\/a>\n<\/li>\n\n\n<li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-mail has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a href=\"mailto:?subject=Dynamic%20Axis%20in%20Power%20BI&#038;body=Dynamic%20Axis%20in%20Power%20BI%20&mdash;%20https%3A%2F%2Fwww.syntera.ch%2Fblog%2F2023%2F07%2F04%2Fdynamic-axis-in-power-bi%2F\" aria-label=\"Email this Page\"  class=\"wp-block-outermost-social-sharing-link-anchor\">\n\t\t<svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M20,4H4C2.895,4,2,4.895,2,6v12c0,1.105,0.895,2,2,2h16c1.105,0,2-0.895,2-2V6C22,4.895,21.105,4,20,4z M20,8.236l-8,4.882 L4,8.236V6h16V8.236z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tEmail this Page\t\t<\/span>\n\t<\/a>\n<\/li>\n\n\n<li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-whatsapp has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a href=\"https:\/\/api.whatsapp.com\/send?text=Dynamic%20Axis%20in%20Power%20BI%20&mdash;%20https%3A%2F%2Fwww.syntera.ch%2Fblog%2F2023%2F07%2F04%2Fdynamic-axis-in-power-bi%2F\" aria-label=\"Share on WhatsApp\" rel=\"noopener nofollow\" target=\"_blank\" class=\"wp-block-outermost-social-sharing-link-anchor\">\n\t\t<svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M 12.011719 2 C 6.5057187 2 2.0234844 6.478375 2.0214844 11.984375 C 2.0204844 13.744375 2.4814687 15.462563 3.3554688 16.976562 L 2 22 L 7.2324219 20.763672 C 8.6914219 21.559672 10.333859 21.977516 12.005859 21.978516 L 12.009766 21.978516 C 17.514766 21.978516 21.995047 17.499141 21.998047 11.994141 C 22.000047 9.3251406 20.962172 6.8157344 19.076172 4.9277344 C 17.190172 3.0407344 14.683719 2.001 12.011719 2 z M 12.009766 4 C 14.145766 4.001 16.153109 4.8337969 17.662109 6.3417969 C 19.171109 7.8517969 20.000047 9.8581875 19.998047 11.992188 C 19.996047 16.396187 16.413812 19.978516 12.007812 19.978516 C 10.674812 19.977516 9.3544062 19.642812 8.1914062 19.007812 L 7.5175781 18.640625 L 6.7734375 18.816406 L 4.8046875 19.28125 L 5.2851562 17.496094 L 5.5019531 16.695312 L 5.0878906 15.976562 C 4.3898906 14.768562 4.0204844 13.387375 4.0214844 11.984375 C 4.0234844 7.582375 7.6067656 4 12.009766 4 z M 8.4765625 7.375 C 8.3095625 7.375 8.0395469 7.4375 7.8105469 7.6875 C 7.5815469 7.9365 6.9355469 8.5395781 6.9355469 9.7675781 C 6.9355469 10.995578 7.8300781 12.182609 7.9550781 12.349609 C 8.0790781 12.515609 9.68175 15.115234 12.21875 16.115234 C 14.32675 16.946234 14.754891 16.782234 15.212891 16.740234 C 15.670891 16.699234 16.690438 16.137687 16.898438 15.554688 C 17.106437 14.971687 17.106922 14.470187 17.044922 14.367188 C 16.982922 14.263188 16.816406 14.201172 16.566406 14.076172 C 16.317406 13.951172 15.090328 13.348625 14.861328 13.265625 C 14.632328 13.182625 14.464828 13.140625 14.298828 13.390625 C 14.132828 13.640625 13.655766 14.201187 13.509766 14.367188 C 13.363766 14.534188 13.21875 14.556641 12.96875 14.431641 C 12.71875 14.305641 11.914938 14.041406 10.960938 13.191406 C 10.218937 12.530406 9.7182656 11.714844 9.5722656 11.464844 C 9.4272656 11.215844 9.5585938 11.079078 9.6835938 10.955078 C 9.7955938 10.843078 9.9316406 10.663578 10.056641 10.517578 C 10.180641 10.371578 10.223641 10.267562 10.306641 10.101562 C 10.389641 9.9355625 10.347156 9.7890625 10.285156 9.6640625 C 10.223156 9.5390625 9.737625 8.3065 9.515625 7.8125 C 9.328625 7.3975 9.131125 7.3878594 8.953125 7.3808594 C 8.808125 7.3748594 8.6425625 7.375 8.4765625 7.375 z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on WhatsApp\t\t<\/span>\n\t<\/a>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Welcome to my blog on how to create dynamic axes for visuals in Power BI using field parameters. If you&#8217;re familiar with creating visuals in Power BI, you may have come across the challenge of displaying data over time in a way that remains visually appealing and informative when the time period under consideration changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lets say we create a report that visualizes the sales amount of the current year. In the first few months of the year we would like to see the data on a daily basis and use the space in the chart to display as much information as possible. But as time goes on our dataset expands and encompasses more and more days whereas the granularity of daily intervals can become overwhelming and does not fit in our chart anymore without scroling (picture below shows the same chart in the beginning and the middle of the year). The resulting chart can become cluttered and difficult to interpret, making it desirable to switch to a weekly or monthly basis to maintain clarity and readability but we don&#8217;t want to increase the effort of maintenance for our reports. That leaves us with a tradoff, where the choosen granularity is either not optimal in the beginning or the ending of the year. This challenge gets even worse with reports that includes multiple years of data.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"488\" data-id=\"322\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/01_Visual_before-1.png\" alt=\"\" class=\"wp-image-322\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/01_Visual_before-1.png 943w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/01_Visual_before-1-300x155.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/01_Visual_before-1-768x397.png 768w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"948\" height=\"489\" data-id=\"323\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/02_Visual_after-1.png\" alt=\"\" class=\"wp-image-323\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/02_Visual_after-1.png 948w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/02_Visual_after-1-300x155.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/02_Visual_after-1-768x396.png 768w\" sizes=\"auto, (max-width: 948px) 100vw, 948px\" \/><\/figure>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In this blog, we will explore a practical solution to this problem. By utilizing field parameters in Power BI together with a helper table we can dynamically adjust the time period on the axis based on the number of days in our dataset. This means that the visual representation of our data will adapt automatically, transitioning to a more suitable granularity as your dataset evolves.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Short summary of the solution<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a field parameter<\/li>\n\n\n\n<li>Add all desired time granularities to the field parameter<\/li>\n\n\n\n<li>Create a helper table which contains all dates of your dataset and the desired granularity in a second column<\/li>\n\n\n\n<li>Create relationship between date table and the helper table<\/li>\n\n\n\n<li>Create relationship between the helper table and the field parameter<\/li>\n\n\n\n<li>Insert Field Parameter in the axis of your visual<\/li>\n\n\n\n<li>Top N filter on visual using the column of the helper table<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Create a Field Parameter<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>Report View<\/strong> under <strong>Modeling <\/strong>go to <strong>New Parameters<\/strong> and click <strong>Field Parameters<\/strong><\/li>\n\n\n\n<li>Add all desired time granularities to the field parameter (in my case day, month, quarter and year)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"909\" height=\"883\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/03_Create_FieldParameter.png\" alt=\"\" class=\"wp-image-325\" style=\"width:682px;height:662px\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/03_Create_FieldParameter.png 909w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/03_Create_FieldParameter-300x291.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/03_Create_FieldParameter-768x746.png 768w\" sizes=\"auto, (max-width: 909px) 100vw, 909px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Create a Helper Table<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>Data View<\/strong> under <strong>Table Tools<\/strong> select <strong>New Table<\/strong><\/li>\n\n\n\n<li>Enter the following Dax Code and adjust the month thresholds to your according to your requirements<\/li>\n<\/ul>\n\n\n\n<pre class=\"wp-block-code\"><code>DateToPeriod =\nADDCOLUMNS(\n    CALENDARAUTO(),\n    \"Period\",\n    VAR CountMonths = DATEDIFF(MIN('Calendar'&#91;Date]), &#91;Date], MONTH)\n    RETURN\n    SWITCH(\n        TRUE,\n        CountMonths = 0, 0, -- If 0 Months use Day\n        CountMonths &lt;= 3, 1, -- If 3 Months or more use Month\n        CountMonths &lt;= 36, 2, -- If 36 Months or more use Quarter\n        3 -- Else use Year\n    )\n)<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\">This creates a table with one column for each date in your date table and a second column &#8220;Period&#8221; with the granularity that should be used, returning 0 for days, 1 for months, 2 for quarters or 3 for years. The column &#8220;Period&#8221; is later used to establish the relationship between the helper table and the AutoDate table which was created by setting up the field parameter.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Create Relationships in Datamodel<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>Model View<\/strong> select <strong>Manage Relationships<\/strong> and create a new relationship<\/li>\n\n\n\n<li>Select the Date column in your Date tabel and the Date column in your helper table and create the relationship<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"886\" height=\"765\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/04_Create_Relationship_1.png\" alt=\"\" class=\"wp-image-326\" style=\"width:665px;height:574px\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/04_Create_Relationship_1.png 886w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/04_Create_Relationship_1-300x259.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/04_Create_Relationship_1-768x663.png 768w\" sizes=\"auto, (max-width: 886px) 100vw, 886px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create another relationship between the helper table and the field parameter table using the &#8220;Period&#8221; column of the helper table<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"885\" height=\"763\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/05_Create_Relationship_2.png\" alt=\"\" class=\"wp-image-327\" style=\"width:664px;height:572px\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/05_Create_Relationship_2.png 885w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/05_Create_Relationship_2-300x259.png 300w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/05_Create_Relationship_2-768x662.png 768w\" sizes=\"auto, (max-width: 885px) 100vw, 885px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">With the established relationships the datamodel looks like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"641\" height=\"315\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/06_Datamodel-2.png\" alt=\"\" class=\"wp-image-330\" style=\"width:641px;height:315px\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/06_Datamodel-2.png 641w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/06_Datamodel-2-300x147.png 300w\" sizes=\"auto, (max-width: 641px) 100vw, 641px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Add Field Parameter to Visual<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to your visual and add the field parameter to the axis of your visual<\/li>\n\n\n\n<li>Add the field parameter order (in my case &#8220;AutoDate Order&#8221;) to <strong>Filter on this Visual<\/strong><\/li>\n\n\n\n<li>Change the filter to a TopN filter and insert 1 in the Show Items field<\/li>\n\n\n\n<li>In the By Value field for the filter select the &#8220;Period&#8221; column of the DateToPeriod table and switch the aggregation from count to max<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"485\" height=\"681\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/07_Visual_Filter.png\" alt=\"\" class=\"wp-image-331\" style=\"width:485px;height:681px\" srcset=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/07_Visual_Filter.png 485w, https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2023\/07\/07_Visual_Filter-214x300.png 214w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Welcome to my blog on how to create dynamic axes for visuals in Power BI using field parameters. If you&#8217;re familiar with creating visuals in Power BI, you may have come across the challenge of displaying data over time in a way that remains visually appealing and informative when the time period under consideration changes. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":333,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[6,31],"class_list":["post-318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","tag-power-bi","tag-visualization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dynamic Axis in Power BI - Syntera<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.syntera.ch\/blog\/2023\/07\/04\/dynamic-axis-in-power-bi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dynamic Axis in Power BI - Syntera\" \/>\n<meta property=\"og:description\" content=\"Welcome to my blog on how to create dynamic axes for visuals in Power BI using field parameters. If you&#8217;re familiar with creating visuals in Power BI, you may have come across the challenge of displaying data over time in a way that remains visually appealing and informative when the time period under consideration changes. 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