Sorting rows and columns in matrix visual

[Deb3107]

Hi,

hoping someone can help me. I have a matrix with columns and rows and calculated values.

My client wants to be able to sort the rows in a specific order and then the values in descending order so the column Starting a Grant would be at the far left.  I've managed to sort the trading status in pie charts and bar charts with only 1 dimension by creating a measure for each trading status and then adding as values and re-ordering that way.  I can't seem to find a weay of doing this for the matrix though.

The below is a chart I have used measures for each of the trading status

Any help would be much appreicated.

Debra

[v-lili6-msft]

hi, @Deb3107 

You could get it by using the Sort by Column button in power bi desktop, for more detail see below:

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

https://radacad.com/sort-by-column-in-power-bi

Best Regards,

Lin

[Deb3107]

Hi @v-lili6-msft 

I don't appear to have the options when clicking on the 3 dots to revert back to default sort order so I get an error saying "this ccolumn can't be sorted by a column that is sorted,directly or indirectly, another column".

The table I'm trying to sort is a Summary table created by using the SUMMARIZE funtion so I can't use the Query editor either that is suggested here https://community.powerbi.com/t5/Desktop/Sort-by-another-column-error/td-p/61341

I'm at a bit of a loss of what to do now and reports need to go live this week.

[v-lili6-msft · Accepted solution]

hi, @Deb3107 

Add a conditional calculate column by dax in Summary table

For example: 

For sort=IF([Trading Status] ="Pre-Start",1

IF([Trading Status] ="Established 1-3 years",2

IF([Trading Status] ="Established 3-10 years",3

IF([Trading Status] ="Established >10 years",4))))

...

If there is other attribute, keep the same logic in the formula

Then use selected [Trading Status] filed in the right fields pane->Click Sort by Column->choose the new column.

https://radacad.com/sort-by-column-in-power-bi

Best Regards,

Lin