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I created a Matrix Visualization to display progress over my Agency's fiscal year, which starts in October (seen in the first screenshot). I used a date table (seen in the 2nd screenshot) which I have used several times in the past, but it is no loner working as expected. I previously achieved this by creating a column called 'Fiscal Year' that assigned October as 1, November as 2, December as 3, and so forth. I then clicked the 'Sort By Column' button and selected the 'Fiscal Year' column (also 2nd screenshot). I want the columns to be arranged by the 'Fiscal Year' column, which means the columns should be Oct, Nov, Dec, then Jan, but they are sorted alphbetically.
I know my quarter column is not coded right so I could use some help there as well. I put the code of the Dates table at the bottom. Also, is there a way to add weeks to the my dates table?
My dates table looks like this:
Solved! Go to Solution.
Hi,
You may download my PBI file from here.
Hope this helps.
It looks like your Date, Day, and Quarter columns are DateTime instead of Date. I would change those data types. Also, please see these two articles, that include M and/or DAX code to create Date tables that do not require Sort By Columns and a way to make a fiscal calendar that includes weeks.
No Sort Date Tables! – Hoosier BI
445 Calendar with 53-Week Years – Hoosier BI
Pat
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Thank you so much for the resources!
Hi,
Share the link from where i can download your PBI file.
Hi,
You may download my PBI file from here.
Hope this helps.
Thank you so much for your help. What did you do to get this result?
You are welcome. If my previous reply helped, please mark that as Answer. I clicked on any one cell in the Month column of the Dates table and then clicked on Fiscal Year (refer first screenshot).
Wow! I was clicking on the column header and not on an actual cell. Thanks again!
You are welcome.
No matter which column I sort by, the visulization does not change. Since this has worked in the past, I recreated those reports with the same queries and still cannot get the months to display other than alphabetically.
That did not work.
@tlwest86 , click on month and mark this column as sort column , You are marking it for itself
Example . selected column is month
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