Forum Discussion
Dynamic Grouping by Date Similar to Excel
Hi Greg_Z,
This should help you. https://drive.google.com/file/d/1ArLIICzpmJjmDqs7EVyIm8_DMENOlqqj/view?usp=sharing
If you follow the steps in the query editor it will get you the desired results. Add the group and the index to the visualization. Then sort the visual on the elipsis menu.
Hi Davehaus,
Thank you for the reply! However, I have already tried that and it does not work because I cannot sort by the correct year and month. The periods need to show in the correct order (i.e. < 1/1/2022 then 2022 January then 2022 February then 2022 March).
Hi, there's a couple ways around this. You can try and sort the calculated column by the date column in the ribbon. Another way would be to do everything in Power query and create an index key to sort by.
Hi Davehus,
I will look into Power Query and indexing because you cannot sort by the date column in the ribbon because there are multiple period values per date; they have to be 1-to-1 (I tried that already as well). Thank you for the advice!
Hi Greg_Z,
This should help you. https://drive.google.com/file/d/1ArLIICzpmJjmDqs7EVyIm8_DMENOlqqj/view?usp=sharing
If you follow the steps in the query editor it will get you the desired results. Add the group and the index to the visualization. Then sort the visual on the elipsis menu.
Thank you Davehus! I appreciate all of the help!