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UncleLewis
Responsive Resident
Responsive Resident

Sort Date Selection Slicer

Hi,

How to sort Date Hierarchy Slicer?
I have year, QQYY and Index
I selected QQYY and sorted by the Custom Index
I then added year and QQYY to a slicer but it shows in ascending or descing order - but I want my custom sort order and I want to be able to update so shortly into 2025 I'll want to move 2025 to first position in the slicer

 

Thank,
w

Date_YYQQ.png

2 ACCEPTED SOLUTIONS
AllisonKennedy
Community Champion
Community Champion

@UncleLewis  when you click the 3 dots on the slicer, you should be able to choose which field, as well as ascending and descending. The field you choose will sort by the custom index you have set using the 'sort by column' button. Make sure you do that for your Year column too if you want a custom order for years as well as quarters. 


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

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View solution in original post

UncleLewis
Responsive Resident
Responsive Resident

Thanks @AllisonKennedy ,

That is perfect!
I have a 10 year calendar
I listed all 10 years in a table and added and Index for the Sort Order I want
I then created a table for quarters (Q1'24,,,) and added an Index for that Sort Order
I added both "Sort Tables" my merging to my calendar table
I then sorted the calendar for year and quarter by the appropriate index
Now I have a slicer with 2024 at the top and 2025 (future years) at the bottom
Perfect!

Thanks,
-w

View solution in original post

3 REPLIES 3
UncleLewis
Responsive Resident
Responsive Resident

Thanks @AllisonKennedy ,

That is perfect!
I have a 10 year calendar
I listed all 10 years in a table and added and Index for the Sort Order I want
I then created a table for quarters (Q1'24,,,) and added an Index for that Sort Order
I added both "Sort Tables" my merging to my calendar table
I then sorted the calendar for year and quarter by the appropriate index
Now I have a slicer with 2024 at the top and 2025 (future years) at the bottom
Perfect!

Thanks,
-w

@UncleLewis  You're very welcome. Thanks for updating us with the detailed steps for the solution. Can you mark the post as solved so others can easily reference it who might have similar issues? (Feel free to mark your post as the solution, or mark both posts as the solution). 

 

Thanks!


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

AllisonKennedy
Community Champion
Community Champion

@UncleLewis  when you click the 3 dots on the slicer, you should be able to choose which field, as well as ascending and descending. The field you choose will sort by the custom index you have set using the 'sort by column' button. Make sure you do that for your Year column too if you want a custom order for years as well as quarters. 


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

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