Skip to main content

Power BI

New

Time hierarchy workflow simplification

Vote (1) Share
Jorge Resendez's profile image

Jorge Resendez on 18 Apr 2022 22:42:46

When creating a graph via personalization, the workflow for adding in a time series is cumbersome and non intuitive.

Sample workflow:

1.  User inserts a graph onto their report canvas (via personalization) and they attempt to add a time dimension (start date as an example)

Workflow: User must click start date --> Date Hierarchy --> Year

2. Start Year is added as a new field, but not displayed as a hierarchy

Workflow: User now has to select the 3 ellipses “…” --> then select Date Hierarchy

3.Once Date Hierarchy is once again selected, NOW the hierarchy is displayed as expected (several click later). This is a very non-intuitive process and, as such, difficult to train to. There should be an easier workflow to achieve this functionality.