Forum Discussion
Kudo CommanderSetting Default Sorting by Date/Time in All Charts and Tables
Hello Power BI Community,
I have a requirement to ensure that all charts and tables in my reports default to sorting by the date or time field in ascending order. I want this behavior to apply consistently across both overview and detail reports.
I've attached a sample report for reference.
1. How can I set the default sorting for all visuals to follow this rule?
2. Is there a way to ensure this setting is retained when publishing or sharing the report?
Thank you for your assistance!
Hi,manoj_0911 .I am glad to help you.
Very unfortunate that I can't access the data link you provided, it looks like this when I try to open it:So if you are able to share the pbix file and associated screenshots of the data to the forums through other means, such as OneDrive, this could help solve your problem.
Since you can't see your case data, here are some halfway practices for sorting multiple Visuals and tables consistently in Power BI Desktop.
For your questions:
1. How can I set the default sorting for all visuals to follow this rule?
If you need to sort multiple visuals that are created based on the same table, you need to create a sorting rule for this report (via Power Query to create a sorting sequence based on the actual sorting requirements).
like this.
My raw test data:I can set a sorting rule for it
The default state will be sorted in ascending order based on the date of the X-axis. Now artificially change it to sort by Sales.
Note the change in format to Categoricalsuggestion2:
Create a custom sorting column (based on actual sorting needs) and set the table's data to be sorted by that column.Like this.
Creates an index column (you can also sort the table in Power Query)
The ordering of all previous visual's created based on this table changed automatically.
We hope you find the links below helpful.
URL:Sort one column by another column in Power BI - Power BI | Microsoft Learn
Change how a chart is sorted in a report - Power BI | Microsoft Learn
I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 Replies
Hi,manoj_0911 .I am glad to help you.
Very unfortunate that I can't access the data link you provided, it looks like this when I try to open it:So if you are able to share the pbix file and associated screenshots of the data to the forums through other means, such as OneDrive, this could help solve your problem.
Since you can't see your case data, here are some halfway practices for sorting multiple Visuals and tables consistently in Power BI Desktop.
For your questions:
1. How can I set the default sorting for all visuals to follow this rule?
If you need to sort multiple visuals that are created based on the same table, you need to create a sorting rule for this report (via Power Query to create a sorting sequence based on the actual sorting requirements).
like this.
My raw test data:I can set a sorting rule for it
The default state will be sorted in ascending order based on the date of the X-axis. Now artificially change it to sort by Sales.
Note the change in format to Categoricalsuggestion2:
Create a custom sorting column (based on actual sorting needs) and set the table's data to be sorted by that column.Like this.
Creates an index column (you can also sort the table in Power Query)
The ordering of all previous visual's created based on this table changed automatically.
We hope you find the links below helpful.
URL:Sort one column by another column in Power BI - Power BI | Microsoft Learn
Change how a chart is sorted in a report - Power BI | Microsoft Learn
I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.- manoj_0911
Thank you so much for your reply, let me try you methods and I'll let you know what i got.
