Month and Year Combination in Power BI Axis/Slicer – DAX

  • Post category:Power BI
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  • Post published:September 10, 2021

Recently, we are asked to achieve the date axis with month and year in short form, such as
Aug-21, Aug 21. To get this as axis, a column should be present in the date dimension. Let us learn how to create this in DAX and use.

Sample Date Dimension Data:

Now, let us create the column that is desired using the DAX. There is 2 ways to create, focus on one and next.

  1. First method – Use the below DAX function

Month-Year = FORMAT(‘Date'[Date], “MMM”) & “-” & FORMAT(‘Date'[Date], “YY”)

This formula comprises of 2 parts,

FORMAT(‘Date'[Date], “MMM”) returns the month in format of MMM, such as Jan, Sep, Aug
FORMAT(‘Date'[Date], “YY”) returns the year in the format YY, such as 20, 21, 22

And the resultant of this combination is MMM-YY, such as Jan-20, Jan-21, Aug-21

2 Second method – Use the below DAX function

Month-Year = FORMAT(‘Date'[Date], “MMM-YY”)

This is very straight forward compared to the previous method, Format DAX function takes care of the resultant directly as MMM-YY, such as Jan-20, Jan-21, Aug-21

Now, let us put this in Slicer visual as see the result visually

The data is not presented as a sequence of calendar months, so this is not required. Even if we sort this the data will be sorted alphabetically. To get this data sorted we need the create a code column and then this can be used to sort the Month-Year column.

Creating Code column:

MonthYearCode = FORMAT(‘Date'[Date], “YY”)*100 + FORMAT(‘Date'[Date], “MM”)

This overall result will be in the format of YYMM, such as 1901, 1902

The above DAX is made up of 2 parts, we can directly create the required result in one short as well (shown below).

MonthYearCode = FORMAT(‘Date'[Date], “YYMM”) – Which is the combination of both year and month.

Sort the Month-Year Column using the MonthYearCode column.

Select the Month-Yearcolumnfrom the date dimension, from the column tools option from the ribbon select the sort by column > MonthYearCode.

This means the Month-Year column will be sorted by the MonthYearCode column.

Now, see the slicer visual, the data will be ordered in chronological order (shown below).

Hope you find this useful, thanks.

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Srikanth Kotapati
Data Analyst
Addend Analyst