Ravindra BagaleCourses & study guides

12. Data Hierarchies and Groups

12.3 Auto Date/Time Hierarchy vs a Custom Date Table

When Auto date/time is on, Power BI creates a hidden date table for every date column. When you drag Order Date into a visual, you see Year, Quarter, Month, Day automatically.

Auto date/time Custom Date table (Module 11.5)
Setup Automatic You create it (DAX/Power Query) and Mark as date table
Levels Year, Quarter, Month, Day only Anything: Fiscal Year (Apr–Mar), Week, Festival, Is Weekend
Model size One hidden table per date column (can bloat the model) One table
Time intelligence Works only per column Works across the model with one set of measures
Indian financial year Not possible Yes
Recommended for Quick exploration All real projects

Steps in Power BI – turn Auto date/time off

  1. File › Options and settings › Options.
  2. Current File › Data Load › Time intelligence › untick Auto date/time (for this file).
  3. Global › Data Load › Time intelligence › untick Auto date/time for new files (for future files).
  4. Create/mark your Date table and build the Date hierarchy from it (12.2).

Tip

Aata he bagha: if a visual shows "Year, Quarter, Month, Day" under Order Date with a calendar icon, you are using the auto hierarchy, not your Date table. Use 'Date'[Date] or your custom hierarchy instead.

Ravindra Bagale's Tip

Look, friends: leaving Auto date/time on while also having a custom Date table is a common mistake. The model carries a hidden date table for every date column, and students get two different "Date" hierarchies in the field list. Turn off Auto date/time and build hierarchies from your own Date table. Practise, and it will feel very easy.