Forum Discussion
Sorting and Comparing Columns Question
- 4 years ago
Hi Anonymous ,
Here a walkthrough on the first part of your question.
We have two tables, TableA is our FactTable and looks like this:
TableB is our Date dimension including a Date and the respective Index
The tables are connected via the Date column.
When using a matrix, without utilizing the DateIndex, we get the following result:
Obviously, PBI orders the strings alphabetically. As you suggested, we need an index column which PBI can use to sort it accordingly.
This is how you do it:
Go to the Data tab, select the column you'd like to sort (Date), click on Sort by column (Column tools ribbon) and choose the index column (DateIndex)
And the result should be like this:
Note, the Index Column needs to be in number format!
Let me know if his helps! 🙂
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/ - Anonymous4 years ago
SO, I was able to figure out the sorting combining the index value I created (tweaking it to 3*year + month) - but here is what I didn't know, that I got from your answer - that you could sort a column based upon another column. When I did that, I got it to work. NOW, I just need to understand the min/max and % difference solution you had. 😉
- 4 years ago
No worries, everyone is here to help. You can create a date table in Power Query or in DAX in the table itself. I will show you that later in this screenshot.
1) go to the table icon in the left navigation;
2) click on new table;
3) paste in your simple date table code. There's lot of examples to use, this is one from SQLBI.com. Remember in my code example, I am pointing to Table1[Period] which would represent the concatenated column you created - yours will likely be named something else;
4) Mark as date table;
5) Select the column that is the date column (will be Date);
6) Click OK. When successful you will see the 'Validated sucessfully' notification.
Always glad to help - Tom
Create a date table
Hi Anonymous ,
To get the columns to sort correctly, make sure your column is marked as a date type. Next you can format the field to show the desired yyyy-mm.
I populated a few rows of data just to show the column sorting functionality, not a great dataset but suffices.
Next you want to create a basic date table so you can use the time intelligence features in Power BI and DAX. Here's some sample code to use:
- tom4804 years ago
Resolver I
Forgot to include step: Mark as date table...
- Anonymous4 years agoNot applicable
WOW - tom480
First, thank you. Thank you very much. This is a lot to consume at once and, I hate to embarrass myself, I am very new to PBI and so some of this is difficult to grasp right now. The main way of pulling in data at this point has been just pulling in data from MS SQL tables so all that is going on in your TableDT creation is first time seeing and just trying to figure out where even to start with what I have - which is just two tables, one that lists my customers (companies) and then one that just pulls in the invoice amount and the month and year.
So my first thing I'll say (question) is - when you mention about making sure that a particular field is a date, the invoice table, believe it or not, does not have a date column...just a month and a year column. So when I created my "combined_date" column I just concantenated those into 2022/1, for example. Thus not sure that I could even convert that to a date field - but I'm probably skipping by a few steps here. Just trying to figure out where to start. Here's some screen shots on the data I have.
I think if I can grasp what you're teaching me here, it will go a long way to me furthering my understanding of PBI. I cannot thank you enough for your time.- tom4804 years ago
Resolver I
No problem. Glad to help, I enjoy solving puzzles. You can also take your concatenated column and then simply mark it as a date type (in power query or DAX). I like this path because you still need to create a date table to get the time intelligence measures you want in your second question. And don't worry about being new to Power BI - it's a huge field and asking for help is part of the process - even if you have been using for a long time.My concatenated column marked as a date type