Dynamic Fiscal Month Sorting Column

[bdehning]

I need a sample report to show me how to create a dynamic Month Sort Column.  I use Count +0 and have numerous companies with diffent fiscal Months and have a Start Date Column.  

[Anonymous]

Hi  @bdehning ,

I created some data:

When you say "dynamic Month Sort Column" do you want to sort by 1-12 or do you want to sort by the number of companies in each month?

Power BI's default sorting is alphabetical, so the following will happen, you can create a new table to join and use the columns of the new table for sorting.

Here are the steps you can follow：

1. Create calculated table.

Table 2 =
SUMMARIZE(
    'Table','Table'[Month],
    "mindate",MINX(FILTER(ALL('Table'),'Table'[Month]=EARLIER('Table'[Month])),[Date]),   "count",CALCULATE(DISTINCTCOUNT('Table'[companies]),FILTER(ALL('Table'),'Table'[Month]=EARLIER('Table'[Month]))))

2. Connecting the relationship between two tables.

3. Setting up the scheduling sequence.

If you want to sort by 1-12, click [Month] - Column Tools - Sort by Column - [mindate]

If you want to sort by the number of companies based on each month, click [Month] - Column tools - Sort by column - [mindate]

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[bdehning]

To answer your question,  I have a column chart in which I want to show the counts per month for each company that is selected by a slicer.  Count + 0 has been providing me with 0 months before companies were customers.    I do have have each companies start date, which I think is the key.   I will take a look at your soluation later in the week or on Saturday.  

The chart should begin with the month the company became a company which could be any day of the year and there are thousands of companies.  

[Ritaf1983]

Hi @bdehning 

Please refer to the linked video:

https://www.youtube.com/watch?v=oviIwj3pJEE

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.