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I can't seem to find out how to sort the Matrix chart so it shows the most recent date first. I don't want to have to scroll to the end of the chart to see the most recent data. Can this be done? We have a few dashboards like this.
If what @mahoneypat suggested doesn't work for you then try this.
In Power Query:
Go to the table that has the dates make sure the table is sorted in ascending order. Add this code changing #"INSERT LAST APPLIED STEP HERE" to the last applied step you have on your query settings.
= Table.AddIndexColumn(#"INSERT LAST APPLIED STEP HERE", "Inverted Index", Table.RowCount(#"INSERT LAST APPLIED STEP HERE"), -1)
For instance if your last step was Inserted Year then it would read:
= Table.AddIndexColumn(#"Inserted Year", "Inverted Index", Table.RowCount(#"Inserted Year"), -1)
If there is only Source in your applied steps then it would be:
= Table.AddIndexColumn(#"INSERT LAST APPLIED STEP HERE", Source, Table.RowCount(Source), -1)
Now you should have an index column that is inverted. Then close and apply.
Now click on the date field in the fields section so it's highlighted.
Go to Column tools, click Sort by Column and click on the Inverted Index field. That should give it to you in the order you're looking for.
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Have you tried clicking on the ellipsis in upper right of matrix, choosing Sort By (your date column) and choose descending?
If this works for you, please mark it as the solution. Kudos are appreciated too. Please let me know if not.
Regards,
Pat
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The sort by only has the Company Name, Meter Name, Scheduled Qty. The dates are not an option, and the date field is the only field in the Columns fields.
Not sure if that response is towards my post or not, but if you have the date field highlighted you would want to select the Inverted Index on it.
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Sorry that was for mahoney.pat solution. I'll attempt your solution this afternoon. I'm not great at Dax so I may fumble with the solution. I am still learning and tend to lean on our IT department as well.
Give it a shot. Let me know if it works or if you have problems.
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I am failing at that solution you provided. I am wondering why it's not an easy solution to just select ascending or descending order in the chart...Why do I need to jump through hoops to filter a chart?
The issue is that you're not seeing your date fields in the sorting options so we need to find another way to sort. What part of the solution are you having problems with?
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