Sort Month and Year in Chronological order

[Anonymous]

Hi Experts,

I am struggling this for some time, I was trying to get an output based on Month & Year. I did try all possible ways to sort that.. But unable to get that in chorological order.

My date table looks like this;

Would be great if someone could assist me with this.,

Thanks

[amitchandak · Accepted solution]

Create a sort column and mark it as sort column

Sort moth year = format(date[date],"YYYYMM")

Appreciate your Kudos.

[Icey · Accepted solution]

Hi @Anonymous ,

After creating the sort column, did you do this operation?

After sorting by YearMonth column, Month & Year column will sort correctly in your visual.

Best Regards,

Icey

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Walt1010]

I've tried creating a a sort column, and then using the menu options to indicate I wish to sort by it. However I dont know how to instruct the visual to sort by that column when it isnt part of the visual itself. I think I'm missing a step, since simply creating the sort column hasn't changed the sort order in my chart. Do I need to add it into the visual (say a table) and then find a way to "hide" it, or is there somewhere in every chat that I indicate the newly added column is the Sort" column??

[analytics-ecoma]

Hello, 
I have difficulty on the same topic.
I am trying to create a slicer with Day, Week and Monthly view. However, when I try to get the names on the visual, the chronological order is missing. I amu nsure how to proceed from here.
Screenshot 1 : works fine (used "yearmonth number" to sort the column)
Screenshot 2 : chronological order is messed up. 
please help me !

[Bobbels]

I realise that this is an old post, but in case anyone stumbles across it, i'll just share how i got it to work.

Create a hierarchy, mine looks like this.

Add to graph, click the three dots in the top right corner and choose sort by what you put in the hierarchy.

Now enter your Data tab and find the column in your hierarchy, click it and then click on Sort by column. Now you see a list with options, choose sort by month number. Lookes like this for me 

Optional for a smother look(in my opinion) go to format visual and make sure that the X-axis values aren't concatenated.

Hope it helped.

[Icey]

Hi @Anonymous ,

Is this problem solved?

Best Regards,

Icey

[Anonymous]

Hi @Icey ,

I am trying to create a column as suggested by @amitchandak . but not gettting an error.

[amitchandak · Accepted solution]

Create a sort column and mark it as sort column

Sort moth year = format(date[date],"YYYYMM")

Appreciate your Kudos.

[atrpbiuser]

What about when you deal with published datasets , in that case you cannot create a "Calculated" field nor you can create a "Measure" using DAX function as it doesn't recognize the date field in the actual data which in this case is "Invoice Date". When you pull a published data set you dont even see a data model . Thanks

[Anonymous]

Hi @amitchandak ,

Thank you for your reply.

I am not getting proper output based on your instructions. Not sure where I am going wrong. I've created a sort column;

I am getting this

Could u pls suggest?

thanks

[amitchandak · Accepted solution]

@Anonymous ,

I hope you created the column in the same table. And you have to click on the column you want to change sort order. ie the old month year. I have given screenshot where is sort option. In new ribbon, it is under column properties.

Also make sure visual is sorted on month year(the column which you have used in visual)

OLD

NEW

Appreciate your Kudos.

[Anonymous]

All good now. I had to sort in my visuals too.

Appreciate your help.

[Anonymous]

Hi @amitchandak ,

Yes, I have created new column (Sort Year Month) in same table(Calendar). Later I'd sort my old Month & Year table by by " Sort Year & Month" column

[Anonymous]

Have you checked the sorting on your graph? You can check it by clicking the 3 dots above your graph. Refer to the picture below.

[amitchandak]

Refer to this file. Page 3 has the graph.https://www.dropbox.com/s/d6t8pyhz1vnf1h3/sales_analytics_ringchart.pbix?dl=0

 If possible please share a sample pbix file after removing sensitive information.Thanks.

Appreciate your Kudos.

[Icey · Accepted solution]

Hi @Anonymous ,

After creating the sort column, did you do this operation?

After sorting by YearMonth column, Month & Year column will sort correctly in your visual.

Best Regards,

Icey

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[MatHatter]

this is great! Thank you so much. This solved my problem

[Anonymous]

Hello,

I've done exactly the same as shown in your example. Still the same.

Do i need to sort my visuals also?

In "axis" column i've used "Month & Year" column.

Is there anything wrong in my model?

Thanks