Forum Discussion

Sean's avatar
Sean
Icon for Community Champion rankCommunity Champion
11 years ago
Solved

Month Columns in PBI Desktop

I noticed that when I load my data directly into PBI Online I automatically get YEAR and MONTH columns added next to all DATE columns I have! What is even better is that this MONTH column that PBI On...
  • LanceDelano's avatar
    LanceDelano
    11 years ago

    We're currently working on this for the desktop .... and it will be a unified experience in both the desktop and service.  There are several date time features that will show up.  This kind of automatic behavior is among the first that will arrive.

Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
11 years ago

Create a calculated column, Month = FORMAT([Check Date],"mmmm"), then create your MonthSort column as above. Set your Month column to have a sort by date of your MonthSort column.

 

If you want year sorting as well (I often just use a slicer for Year), create your MonthSort column by concatenating two calculated columns, year and "MonthSort":

 

Year = FORMAT([Check Date],"yyyy")

 

MonthYearSort = CONCATENATE([Year],[MonthSort])

 

Set your Sort by column to MonthYearSort for the Month column.

EZgrafton's avatar
EZgrafton
Icon for Advocate II rankAdvocate II
10 years ago

Hello,

 

I have a similar issue. I did everything you suggested but the columns on my visual are still looking like below. I need May 2015 to be the first column and then the other 12 rolling months. Please help!