Year Sort

[Anonymous]

I've made a calculated column for Month and year and It's showing as below:

The sorting is not correct it seems. I want the Month and Year to be sorted. 

Desired Output

Deal	Month Year
xyz	Jan'2025
xyz	Feb'2025
xyz	Jan'2026
xyz	Feb'2026

How can I get the sorting right? Present I've sorted month year by Month.

Below are the formulas I've used:

Month Year = VIEW_FORECASTREVENUE[Month Name] & "'" & VIEW_FORECASTREVENUE[Year]

Month Name = SWITCH(VIEW_FORECASTREVENUE[Month],1,"Jan",2

,"Feb",3,"Mar",4,"April",5,"May",6,"June",7

,"July",8,"Aug",9,"Sep",10,"Oct"

,11,"Nov",12,"Dec")

Year = YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH])

Regards,

Himanshu

[PhilipTreacy · Accepted solution]

Hi @Anonymous 

Create your column as actual dates and then they will sort properly.

Try this to create the column

Month Year = DATE(YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH]), VIEW_FORECASTREVENUE[Month], 1)

You should get a column of type DateTime that should sort chronologically

Regards

Phil

[harshnathani]

HI @Anonymous ,

See if this helps

https://community.powerbi.com/t5/Desktop/how-to-sort-Date-MonthYear-column/td-p/102700

https://community.powerbi.com/t5/Desktop/Sorting-of-Month-Year/td-p/500324

Basically you need to create a Index Column and then sort your Month Year Column via the index colum created.

Regards,
Harsh Nathani
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[jaideepnema · Accepted solution]

Hi @Anonymous 
You can create a numeric key like 202101 for January 2021 and then use this column for sorting the Month-Year column using the sort by column option.

[Anonymous]

Thanks it solved my issue.

Regards,

Himanshu

[PhilipTreacy · Accepted solution]

Hi @Anonymous 

Create your column as actual dates and then they will sort properly.

Try this to create the column

Month Year = DATE(YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH]), VIEW_FORECASTREVENUE[Month], 1)

You should get a column of type DateTime that should sort chronologically

Regards

Phil

[Anonymous]

Thank you !!!

It resolved my issue.

Regards,

Himanshu

[Anonymous]

Can you please show what actually you mean by "Actual dates". It is not clear to me.

Regards

[PhilipTreacy]

@Anonymous 

Just added an example of how to create the dates based on your data.

Month Year = DATE(YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH]), VIEW_FORECASTREVENUE[Month], 1)

Regards

Phil