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lrockwell's avatar
lrockwell
Frequent Visitor
9 years ago
Solved

Months not in order

I have files from Salesforce, one being Action where there is a Completed Date that the Action has been done,  as well as the same in a file Activity with a Completed Date column as well. When i Chart either action or activity the months are not in order, nor are the quarters. What can I do to fix this issue? File from SalesforceCharts

  • lrockwell's avatar
    lrockwell
    9 years ago

    I discovered that if you sort on the visual it will categorize correctly. Redoing the visual in the most current version did not fix the issue. But this sorting method seems to be providing the correct output so I will run with that. 

     

8 Replies

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Hi lrockwell,

     

    1. I would suggest you upgrade the Power BI Desktop to the newest version. In my test, all the orders are good;

    2. Maybe you could add a new column "MonthDay" with this formula. Then click "Completed Date", select "sort by column" "MonthDay".

    MonthDay = format([Date],"mmdd")

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    3. Create a date table, then create relationships with the current tables.

    Calendar =
    ADDCOLUMNS (
        CALENDAR ( DATE ( 2017, 1, 1 ), DATE ( 2017, 12, 31 ) ),
        "Month", FORMAT ( [Date], "MMMM" ),
        "MonthNum", MONTH ( [Date] ),
        "Quarter", FORMAT ( [Date], "q" )
    )

    Best Regards!

    Dale

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi, Recently had same type of issue. I had created all types of columns, all correct formatting, that 'logically' should have worked to sort it out.

      I didn't want to add a date table to my report initially so I was trying to 'fix' the issue. Finally I gave up, created a seperate datetale, linked to my data on date, and viola!

      Try creating a date table as also suggested by v-jiascu-msft.

       

       

       

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Hi lrockwell,

     

    Could you please tell me if your problem was resolved? Please mark the proper answer if it worked. That will be a help to the others.

    Best Regards!
    Dale

    • lrockwell's avatar
      lrockwell
      Frequent Visitor

      I have the latest version of Power BI installed. 

       

      This is the error i am getting when i create a new column and sort the Completed Date on that 

       

      • kcantor's avatar
        kcantor
        Icon for Community Champion rankCommunity Champion

        lrockwell

        Maybe go into query editor and add a date colum using the month number instead of name. then sort the month by the month number.