Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Financial Periods not Sorting correctly

 

Hi All,


Trying to get my Business Reporting in order and i need to align it with our Financial Period.

 

Problem is when I put into a report, it doesnt filter in the right order.

 

So i created a new Table and added the date and showed how it aligned to the Finanical Period, but it still doesnt work correct. 

 

Any Items?

 

the Output in a report

 

needs to be Q2 HY18 -> Q1 FY18 -> Q2 FY18

 

 

 

 

 

What the reporting table looks like.

 

(FYI CLosing Blance is how it relates back to my other tables)

 

 

 

 

 

thanks!!

Need Help

2 Replies

  • parry2k's avatar
    parry2k
    Super User
    7 years ago

    Anonymous you need to add another column in your table to give the sort order for your financial period.

     

    For example another field like 

    2017-Q1

    2017-Q2

    2017-Q3

    and so on....

     

    and then sort your reporting period with this new column in modelling. 

     

    Hope it is helpful.

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    HI Anonymous,

     

    You can also take a look at following link about use relationship and 'sort by column' properties to create a custom sort order table to achieve custom sort order

    Custom Sorting in Power BI

     

    Regards,

    Xiaoxin Sheng