Help with sorting PowerBI Visuals not by calendar date

[James_White_199]

Hi All 

I need some help trying to arrange a powerBI Visual Stacked Column Chart in accordance with my financial year as opposed to calendar year. 

All my charts currently run from January to Dec and I need it to run from October to September. How can I do this?!

Thanks

James 

[bhanu_gautam · Accepted solution]

@James_White_199 Add a new column in your data model to represent the fiscal year and fiscal month. You can do this using DAX 

DAX
FiscalYear = IF(MONTH([Date]) >= 10, YEAR([Date]), YEAR([Date]) - 1)
FiscalMonth = MONTH([Date]) - 9
FiscalMonth = IF(FiscalMonth <= 0, FiscalMonth + 12, FiscalMonth)

Ensure that the fiscal months are sorted correctly. You can create a custom sort order for the fiscal months.

DAX
FiscalMonthName = SWITCH([FiscalMonth],
1, "October",
2, "November",
3, "December",
4, "January",
5, "February",
6, "March",
7, "April",
8, "May",
9, "June",
10, "July",
11, "August",
12, "September"
)

Then, sort the FiscalMonthName column by the FiscalMonth column.

Replace the calendar year and month in your visual with the new fiscal year and fiscal month columns.

Ensure that the axis of your Stacked Column Chart uses the FiscalYear and FiscalMonthName columns to reflect the correct order.