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Aj24
Helper I
Helper I

ordering year and month in x-axis on plot

Hi everyone! 

Quick question!

 

Aim: Have the year and month displayed in a correct financial order by month and year.

 

Things to know: 

-i created a rolling calendar following these instructions: Build a Reusable Calendar Table with Power Query - Excelerator BI

  • if this is causing the problem then i can reset it but would appreciate guidence

 

example of data I have:

1 data set:

datetotal views (calculated field)user
1/7/202050Xi Yi

 

2nd dataset: rolling calendar (this first column date is connected to the 1st data set 'date')

Date Fin YearMonth NameMonthDayYearindexMonthNumberMonth Year Sort
1 july 20202021JulyJul1202017202007

-also i have tried using these videos to fix it but it didn't work: 

Important note:

-all works well up until i added 'user' to legend in detail tab of scatter plot. 

If removed 'user' meaning individual person then the axis is working fine and in order. 

- user is a calculated column because i wanted to show the user without all the email so this syntax was performed for the name extraction: user = SUBSTITUTE(Data[emailsubstring],".", " "). even if i substitute email for user then the x-axis is still jumbled so i'm not sure what is going on

 

thanks for your help in advance!

This is a link to example data file with same issue: https://drive.google.com/file/d/18oo7IL0uoOQh_9Jg3AbkYkUhDHGbFY78/view?usp=sharing

3 REPLIES 3
Greg_Deckler
Community Champion
Community Champion

@Aj24 I see what is happening, it is sorting by Legend somehow and this is overriding everything else it seems like. One of the things that is probably wrong is that your Calendar table and your Customer table do not filter one another.



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Greg_Deckler
Community Champion
Community Champion

@Aj24 First thing to check is to click the ellipses on the visual and go to Sort By and make sure it is sorting by the date and not the amount/value or something.



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@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

Thanks so much for all your insights and assistance @Greg_Deckler !! Really appreciate it! 

 

Just wondering how would I sort by the circle on the scatter plot by the date? (a screen shot would be great of the option/button) I know that 'sort by' columns can be done in the data view and I've made sure all my dates are filtered but when adding 'full name of customer' to the legend it becomes out of order. 

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