Forum Discussion
Sort Months o
Hi All,
I have multiple charts on dashboard.
I want to sort by month Start from July to end to June.
July, Aug, Sept, Oct, Nov, Cec, Jan, Feb, Mar, April, May , June
I have clusterd column charts, ribbion chart and blue chart by okviz. Thanks
I advise and Ashish, others also mentioned the same above. (separate date table concept)
a) Create a table for our needs i.e., simple month table "Month Names"
The table is static and create as using enter data
The table data has always only 12 rows i.e., month names. The names are the same values in the Transaction table. January, February ...
Table: "Month Names"
b) Create "DisplayMonthSort" in the transaction table. Which Ashish is called as Month Order column. Steps are
Create relationship between "Month Names" and your Tx table "Mail V..."
Bring the column "DisplayMonthSort" to your transaction table
DisplayMonthSort = related('Month Names'[Display Month Sort])and do the sort order like we talked above.
Try the other steps like Sort by column, hide in report view ...
See if this works
Note: Sample mockup data .pbix file always helps
Thanks
15 Replies
a) In the date or transaction table, create a calculated column, say as "DisplayMonthSort", and values for July as 1, Aug as 2, ... June as 12
Idea is same as fiscal month display.
b) In the model, hide this column in the report view i.e., using "Hide in report view"
c) In the model, select the month column, and click on sort by column and use the "DisplayMonthSort"
d) Create visualizations will give the same effect.
If you already have visualizations, it should automatically apply the changes. If not, save, close and open.
🙂
Sample screens to give an idea
dummy data:
hide in report view:
sort by column:
duumy data visualization:
Thanks for your resposne., how to create transaction table?
What I meant is in your data table AKA transaction table. You can create a column and hide it.
DisplayMonthSort = var _m = Month('Table'[DateCol]) var _startMonth = 7 -- July return If( _m >= _startMonth, _m - 6, _m + 6)
If your table is huge, then you can do the same behavior in the date table and link to it and use the date table's month.
You can use a column expression like this one, and then use the new column to Sort By on your month column.
FiscalMonthSort = var monthnum = MONTH('Date'[Date])return if(monthnum>=7, monthnum - 6, monthnum + 6)PatHi,
Assuming the Date column in the Calendar Table has genuine dates, write these calculated column formulas:
Month number = month(Calendar[date])
Month name = format(calendar[date],"mmmm")
Financial Year = if(calendar[month number]>=7,year(calendar[date])&"-"&year(calendar[date])+1,year(calendar[date])-1&"-"&year(calendar[date]))
Create another 2 column table with Month name and Month order (name this table as month_order). In the Month Order column, July will be 1, August will be 2 and so on - June will be 12. Create a relationship between the Month name column of the Calendar Table with the Month name column of the month_order table. In the Calendar table, write this calculated column formula to get the order column from the month_order table
Month order = related('month_order'[order])
In the Calendar table, sort the Month name column by the Month order column. To your visual/slicer, drag Year, Month name from the Calendar Table.
c) In the model, select the month column, and click on sort by column and use the "DisplayMonthSort"
encoutering error here
c) In the model, select the month column, and click on sort by column and use the "DisplayMonthSort"
encoutering error here
I advise and Ashish, others also mentioned the same above. (separate date table concept)
a) Create a table for our needs i.e., simple month table "Month Names"
The table is static and create as using enter data
The table data has always only 12 rows i.e., month names. The names are the same values in the Transaction table. January, February ...
Table: "Month Names"
b) Create "DisplayMonthSort" in the transaction table. Which Ashish is called as Month Order column. Steps are
Create relationship between "Month Names" and your Tx table "Mail V..."
Bring the column "DisplayMonthSort" to your transaction table
DisplayMonthSort = related('Month Names'[Display Month Sort])and do the sort order like we talked above.
Try the other steps like Sort by column, hide in report view ...
See if this works
Note: Sample mockup data .pbix file always helps
Thanks
How to upload file? I will post with sample data. First I will try your instructions. Thanks
