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menphis21
Helper IV
Helper IV

How to sort by fiscal date without create anoter dimTable ?

Hi,

 

i have a Datetable where i have the calendar date and fiscal month and year.

The fiscal year start in july and finish in august.

I would like to show something like :

-2022 ( Fiscal Year)

  - July (calendar Month)

  - August

  - Sept 

etc

 

how can i do ?

 

thank you for the helpdimcalendar.PNGFiscal date.PNG

 

9 REPLIES 9
Ahmedx
Super User
Super User

first ask the column of the year in the slicer, and then it already this column Fiscal Month Year

Год финансового месяца = REPT (UNICHAR (8203), 12-[Номер месяца]) и [Название финансового месяца] 

 

Ahmedx
Super User
Super User

Fiscal Month Year = REPT(UNICHAR(8203),12-[MonthNumber])&[Fiscal Month Name] & " " & [FiscalYearId]

How it supposed to help me ?

you need to throw the same column on the slicer and sorting will automatically be

Sorry i think i missing something but not working.

menphis21_0-1678357985376.png

 

What i need finally , its only to succeed to order thes calendar month

 

menphis21_1-1678358303826.png

ahd have  :

- FY22

   July

   August
   Sept 

 

etcc

Hi, Anyone ?

MAwwad
Solution Sage
Solution Sage

To sort your date table by fiscal month and year without creating another dimension table, you can create a calculated column in your date table that concatenates the fiscal year and fiscal month into a single string, and then sort your table by this column.

Here are the steps to create a calculated column:

  1. In the Fields pane, right-click on your date table and select "New column".
  2. Name the new column "Fiscal Month Year".
  3. In the formula bar, enter the following DAX formula:
     
    Fiscal Month Year = CONCATENATE([Fiscal Year], " ", [Fiscal Month Name])
    This formula concatenates the values from your "Fiscal Year" and "Fiscal Month Name" columns into a single string separated by a space.
  4. Press Enter to create the calculated column.

Once you have created the "Fiscal Month Year" column, you can sort your date table by this column. To do this, select the "Fiscal Month Year" column in the Fields pane, click on the "Sort ascending" or "Sort descending" button in the ribbon, and the table will be sorted accordingly.

This will allow you to display your dates in the order of fiscal year and month, without the need for another dimension table.

Hi @MAwwad ,

Thank you. 

It doesnt work. 

First of all, the concatenate cannot take more than 2 arguments so i created Fiscal Month Year like that : 

Fiscal Month Year = [Fiscal Month Name]  & " " & [FiscalYearId]
 
Also, i would like to add the Fiscal Year than can allow to select all the month inside.
But i didnt succeed to did it .
 
Thank you for you help @amitchandak @Ahmedx 
 
Reponse.PNG

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