Unable to sort month wise in waterfall chart

[vinayvascuri]

Need to sort month wise ? how to do ?

[FarhanJeelani · Accepted solution]

Hi @vinayvascuri ,

To resolve the issue of sorting months in the correct order in your Power BI Waterfall chart, you need to ensure the "MonthName" field is sorted by a column representing the chronological order of months. Here’s how to fix it:

Steps to Fix the Sorting:

1. Create a Sort Order Column:

   • Go to the data view in Power BI.
   • In the table containing the "MonthName" column, create a new column (e.g., "MonthOrder") using the following DAX formula:

     MonthOrder = MONTH(DATEVALUE("1 " & [MonthName]))

     This will assign a numeric value (1-12) to each month based on its chronological order.

2. Sort "MonthName" by "MonthOrder":

   • Select the "MonthName" column in the Fields pane.
   • Go to the Column Tools tab on the ribbon.
   • Click on Sort by Column and select the "MonthOrder" column.

3. Apply the Sorting to Your Chart:

   • Ensure the visual is using the "MonthName" field, which is now sorted in the correct chronological order.

Also it will be better if you will create a dimension calendar table and create a column for month name, month number , year . It will help to sort easily. 
Screenshot for example:

Please mark this as solution if it helps you. Appreciate Kudos.

[v-yangliu-msft · Accepted solution]

Thanks for the reply from FarhanJeelani , please allow me to add some more information:
Hi  @vinayvascuri ,

As far as I know, Power BI's default sorting is based on alphabetical order, so using a directly created [Month] won't sort in normal month order, you can use the following two ways.

Way 1：

You can directly use Month in the date hierarchy, which will be sorted by month.

Please see the following link for an updated letter on the date hierarchy:：

Auto date/time in Power BI Desktop - Power BI | Microsoft Learn

Way 2：

You can create a relational join with a date table with a month and a minimum date, set Sort by column.

1. Create calculated table.

Table 2 =
SUMMARIZE('Table',[Month],"mindate",MINX(FILTER(ALL('Table'),[Month]=EARLIER([Month])),[Date]))

2. Select [Month] – Column tools – Sort by column – [mindate].

3. Joining two tables.

4. Result:

Best Regards,

Liu Yang

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

[FarhanJeelani · Accepted solution]

Hi @vinayvascuri ,

To resolve the issue of sorting months in the correct order in your Power BI Waterfall chart, you need to ensure the "MonthName" field is sorted by a column representing the chronological order of months. Here’s how to fix it:

Steps to Fix the Sorting:

1. Create a Sort Order Column:

   • Go to the data view in Power BI.
   • In the table containing the "MonthName" column, create a new column (e.g., "MonthOrder") using the following DAX formula:

     MonthOrder = MONTH(DATEVALUE("1 " & [MonthName]))

     This will assign a numeric value (1-12) to each month based on its chronological order.

2. Sort "MonthName" by "MonthOrder":

   • Select the "MonthName" column in the Fields pane.
   • Go to the Column Tools tab on the ribbon.
   • Click on Sort by Column and select the "MonthOrder" column.

3. Apply the Sorting to Your Chart:

   • Ensure the visual is using the "MonthName" field, which is now sorted in the correct chronological order.

Also it will be better if you will create a dimension calendar table and create a column for month name, month number , year . It will help to sort easily. 
Screenshot for example:

Please mark this as solution if it helps you. Appreciate Kudos.