Issue sorting a column (Time constraint) on X-axis with multiple same text values/labels

[10168]

Seeking help to have the highlited column sort on X-axis based on a switch between Month and quarters, the visual sorts as expected for Month Labels, however it won't for Quarter labels (hence the values are not unique to sort based on an other column) (unique Key on Fiscal Month Key),

I tried creating Index column or a sort column, however I'm running into error with multiple values for a unique value in an other column, or a circular dependency.

I'd be grateful for one of you can show me a direction into solving this. I have exhausted some previously provided solutions and hoping to see if they are any other means. Thanks so much in advance 

[rsbin · Accepted solution]

@10168 ,

Tried doing some quick research.  Came across the following:

https://www.youtube.com/watch?v=TLiqqIsk1CU

1st comment is this:

3 weeks ago

Fernan, I have a challenge for you: I’m using the field parameter para switch the time series of my visuals between Year and Fiscal Week. I want to keep X axis sorted by the time series (not by the values) in ascending order. However, every time I switch the field, the X axis is sorted back by the values. It’s driving me crazy!!!

Sounds like your exact issue.  I suggest you perhaps start another thread with this more specific issue.  There are probably others in the Community that have encountered this as well.

 

Otherwise using Bookmarks with Buttons would easily solve for this.  It's a very similar concept, create buttons, and then these buttons hide and show specific visuals.  So basically you have one Visual exactly on top of the second with that one hidden from view.  The Buttons then are used to flip the view.
Numerous youtube videos on Bookmarks if you wanna take the time.  Much better explained than I can do here.

Guy In a Cube or

this guy https://www.youtube.com/watch?v=_HTF7Ph7Eqc

Hope this helps.  If you want to go down this path, I can assist but urge you to at least try on your own.  Looks to me like you would grasp this quite quickly.

[rsbin]

@10168 ,

I recommend modifying your [Fiscal Quarter Label] to read Year then Quarter:

Fiscal Quarter Label

FY19-20 Q1
FY19-20 Q2
FY19-20 Q3
FY19-20 Q4
FY20-21 Q1
FY20-21 Q2
FY20-21 Q3
FY20-21 Q4

If you must display Quarter first, then use this new column as your SortOrder.

Regards,

[10168]

Thank you ! that was great recommendation,  I see how switching would benefit me into sorting, The axis does sort when I sort axis in the visual by the Fiscal Quarter Label, and Asc, however it defaults back to previous based on the parameter selection, the parameter is too important for me as it lets my end user switch between the labels for Months and Quarters 

Do you have any recommendations to avoid that? Please and thank you !! 

[rsbin]

@10168 ,

I've never used Parameters to change Axis.  Have always used Bookmarks to do this.  I would simply update my Bookmark. 

So I don't fully understand when you say "it defaults back to previous based on the parameter selection"?

[10168]

I will look into Bookmark, thanks for that suggestion, the parameters is a new feature for me as well, I mean this below, goes back to how I would see without sorting  

[rsbin]

@10168 ,

Looks to me like the chart is sorting your "Multiplier" in Descending Order.

You should be able to click the elipsis in the top right corner of the visual and sort Axis in Ascending order.

Or please attach your pbix file and I can have a closer look.  Please scrub any sensitive data before doing so.

[10168]

Yes it is, however I was able to click ellipses and change it, but when I unselect and select months and come back, and select Quarters again, it sorts by multiplier than axis, I wish it could remain as saved but it won't, a bookmark works but I am not knowledgable enough to know if I can throw the book mark onto the visual for my end user to click it 

[rsbin · Accepted solution]

@10168 ,

Tried doing some quick research.  Came across the following:

https://www.youtube.com/watch?v=TLiqqIsk1CU

1st comment is this:

3 weeks ago

Fernan, I have a challenge for you: I’m using the field parameter para switch the time series of my visuals between Year and Fiscal Week. I want to keep X axis sorted by the time series (not by the values) in ascending order. However, every time I switch the field, the X axis is sorted back by the values. It’s driving me crazy!!!

Sounds like your exact issue.  I suggest you perhaps start another thread with this more specific issue.  There are probably others in the Community that have encountered this as well.

 

Otherwise using Bookmarks with Buttons would easily solve for this.  It's a very similar concept, create buttons, and then these buttons hide and show specific visuals.  So basically you have one Visual exactly on top of the second with that one hidden from view.  The Buttons then are used to flip the view.
Numerous youtube videos on Bookmarks if you wanna take the time.  Much better explained than I can do here.

Guy In a Cube or

this guy https://www.youtube.com/watch?v=_HTF7Ph7Eqc

Hope this helps.  If you want to go down this path, I can assist but urge you to at least try on your own.  Looks to me like you would grasp this quite quickly.

[10168]

You have opened my eyes to bookmarks and how worthless parameter labels are when it comes to sorting time axis. I appreciate your recommendations to me on this solution !! You truly are super user andsuper hero !! thanks 

[rsbin]

@10168 ,

Glad I could help and appreciate the kind words!

Have fun with Buttons.  They will open up all sorts of opportunities.

[10168]

Any chance can you explain me why I was able to sort after switching the labels [Fiscal Quarter Label] to read Year then Quarter

[rsbin · Accepted solution]

@10168 ,

Your Column [Fiscal Quarter Year] is simply a text value.

So sorting alphanumerically,

FY19-20 Q1 comes before

FY19-20 Q2 etc..

Similarly,

FY19-20 comes before

FY20-21 which comes before

FY21-22.

So always better to have yyyy-mm in your axis rather than mm-yyyy.

Does this explain it?