Forum Discussion
Power BI Matrix Date Column Sorting
I have a table working for me. Where I have one category in my rows and month-year in my columns. I want to be able to sort my columns by date, soonest to latest but They are sorting alphabetically, the only sorting options I have under more options in the visual are for my columns.
Any help is greatly appreciated. Thank you!
Hi andregrgr
You need to add a calculated column for sorting order, with the Dax formula :
sort_month_yar = financials[Year]*10000+financials[Month Number]after this modify the sort order of month year according to this formula from the table view:
result:
Pbix is attached
more information about sorting by another column:
https://www.youtube.com/watch?v=x1tmabi1beA
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Hi andregrgr
You need to add a calculated column for sorting order, with the Dax formula :
sort_month_yar = financials[Year]*10000+financials[Month Number]after this modify the sort order of month year according to this formula from the table view:
result:
Pbix is attached
more information about sorting by another column:
https://www.youtube.com/watch?v=x1tmabi1beA
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Hi Anonymous
Then you need a calculated column with this logic to sort by :
sort_month_yar = -(financials[Year]*10000+financials[Month Number])
If this post helps, then please consider Accepting it as the solution to help the other members find it more quicklyHi Anonymous
You can sort the column that is connected to rows on the matrix by the same "order column" that you added.
There is no limit to how many columns can be ordered by this column.
please consider Accepting the solution to help the other members find it more quicklyHi Anonymous
This is happening because the dates are likely conflicting with each other's sorting.
Option 1 for a solution:
- Create an additional column for sorting the second column (less optimal).
Option 2, which is more efficient:
- Create 2 tables of dates with the required columns, including those intended for sorting.
- Join them to a fact table.
- Use one table for rows and the other for columns in the matrix.
please refer to the linked lecture ( from 20 minute).
https://www.youtube.com/watch?v=tBr6IFmmvOEif you need a guide to creating date tables it is here :
https://radacad.com/power-bi-date-or-calendar-table-best-method-dax-or-power-query
please consider Accepting the solution to help the other members find it more quickly
Hi Mohanad-Mustafa if it isn't working, something is not as I explained.
Please share the link to the pbix and I will try to help.
14 Replies
- Ritaf1983Super User
Hi andregrgr
You need to add a calculated column for sorting order, with the Dax formula :
sort_month_yar = financials[Year]*10000+financials[Month Number]after this modify the sort order of month year according to this formula from the table view:
result:
Pbix is attached
more information about sorting by another column:
https://www.youtube.com/watch?v=x1tmabi1beA
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
- andregrgrNew Member
worked like a charm. Thanks!
- AnonymousNot applicable
Hi Ritaf1983 ,
Thanks for your approach.
What if I need to sort the months in descending order?
Like Jan 2024, Dec 2023, Nov 2023 and so on.
- Ritaf1983Super User
Hi Anonymous
Then you need a calculated column with this logic to sort by :
sort_month_yar = -(financials[Year]*10000+financials[Month Number])
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
- Ritaf1983Super User
Hi andregrgr
You need to add a calculated column for sorting order, with the Dax formula :
sort_month_yar = financials[Year]*10000+financials[Month Number]after this modify the sort order of month year according to this formula from the table view:
result:
Pbix is attached
more information about sorting by another column:
https://www.youtube.com/watch?v=x1tmabi1beA
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly