Sort by Month AND Year

[dylanndengu]

Hi Everyone,

I am having problems sorting out my date variable to fit my graph chronologically. 

To give you some context, our financial year runs from July 2020 to June 2021, and the data I have is currently from July 2020 up to end of January 2021. Now, for the past six months I've been creating dashboards which look like below:

As you can see, the month is what is in the x-axis and is in chronological order from July to December up to 2020. However, now that I want to add January 2021 numbers, the graph comes out  below:

As you can see, this is not a correct chronological order since the figures for January 2021 are ahead of the July-December 2020 numbers. Furthermore, if  try add "Year" to my current date hierachy, my graph looks like this:

I have seen other solutions stating that if you change the data type to "Date" it will sort chronoligically but this is not the case, as you can see. Hence, I am coming to ask for assistance in re-arranging my graph to be in the correct chronoligcal order of July to December 2020 followed by January 2021 and not have the January figures placed where they currently are.

I hope the context provided here is enough to gain your assistance.

[dylanndengu · Accepted solution]

Hi, after further experimentation, I realised the solution was actually quite simple. On your graph, you can simply click those 3 dots at the top of your graph and then select "sort by", then select Month as shown below:

As you can see, it is now in the order I wanted it to be. 

Thanks so much for your contributions everyone.

Kind regards,

Dylan

[krishanw]

What if Month is not showing here 

[amitchandak]

@dylanndengu , Create a month -year column  with sort column or month and year column with sort for month and use those

Month Year = FORMAT([Date],"mmm-yyyy")
Month Year sort = FORMAT([Date],"yyyymm")

Month Year = FORMAT([Date],"mmm")
Month Year sort = FORMAT([Date],"mm")

https://docs.microsoft.com/en-us/power-bi/desktop-sort-by-column

[dylanndengu]

Hi @amitchandak , thank you for your response. However, I tried the method suggested and it has produced the following:

Which is not necessarily correct. I would like it to go from July 2020 to January 2021 in chronological order.

Kind regards,