Forum Discussion
Create a Cross Reference Table for Fiscal Year
Hello!
I want to create a matrix table that sorts the months by my company's fiscal year. Our year starts in July, but when I insert the data, the months show up in alphabetical order. Is there a cross reference table I can create to help with this?
go to power query ,
step1 : select the table dimdate ,
step2 : add conditional column
step3 :
create an index column base on the monthname
once done
go back to power bi--> table view
select column monthname --> sortby column --> sort by the column you have added in power query.
let me know if this works for you .
If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution ✅
It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠i think i know the problem .
you need to convert the index column that you have creeated to number instead of text .
output :
let me know if this works for you .
If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution ✅
It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠
8 Replies
go to power query ,
step1 : select the table dimdate ,
step2 : add conditional column
step3 :
create an index column base on the monthname
once done
go back to power bi--> table view
select column monthname --> sortby column --> sort by the column you have added in power query.
let me know if this works for you .
If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution ✅
It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠Hi Daniel29195 thank you for your reply!
I am running into an issue with the sorting part. I notice that your screenshot for the conditional column says Table.TransformColumn, but mine says Table.AddColumn. What am I doing wrong?
no no. dont take into consideration the M language.
you add a column from the add column --> conditional column .
also, in step 3, you put that I should create an index column but the screenshot is a conditional column. i am not sure what i am missing. the screenshot below are the columns i currently have.
