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manojk_pbi's avatar
manojk_pbi
Helper V
11 months ago
Solved

Column Chart sorting

Hello,   How do we sort the column chart ? Do we have any option is settings ? In the below image i want the columns to be sorted by Budget, Forecast & Actuals.    
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  • jaineshp's avatar
    jaineshp
    11 months ago

    Hey manojk_pbi,

     

    Create a Sort Order Column

     

    • Add a new column to your data table with the following DAX:

    Sort Order =
    SWITCH(
    [Category_Column],
    "Budget", 1,
    "Forecast", 2,
    "Actual", 3,
    999
    )

     

     

    • Go to Data view (not Report view)
    • Click on your category column (the one with Budget/Forecast/Actual values)
    • In the ribbon: Column Tools → Sort by Column → Select "Sort Order"
    • Refresh your visual - it will now show Budget → Forecast → Actual in that exact order
    • You must set the sort column in Data view, not Report view
    • The sort column should contain numbers (1, 2, 3) not text
    • Once set, it applies to all visuals using that column

    This is the only guaranteed method that works consistently across all Power BI versions and visual types for custom sort orders.

     

    Fixed? ✓ Mark it • Share it • Help others!


    Best Regards,
    Jainesh Poojara | Power BI Developer

     

jaineshp's avatar
jaineshp
Memorable Member
11 months ago

Hey manojk_pbi,

In the visual, click the three dots (...) → Sort by → Choose your desired field (Budget/Forecast/Actual).

 



Fixed? ✓ Mark it • Share it • Help others!


Best Regards,
Jainesh Poojara | Power BI Developer

  • manojk_pbi's avatar
    manojk_pbi
    Helper V
    11 months ago

    Thanks for your reply. I tried but it will not provide in required order.

    It will sort based on Characters, So either Actual or forecast will come first.

    I need it to be sorted in Budget, forecast and Actual.

    • jaineshp's avatar
      jaineshp
      Memorable Member
      11 months ago

      Hey manojk_pbi,

       

      Create a Sort Order Column

       

      • Add a new column to your data table with the following DAX:

      Sort Order =
      SWITCH(
      [Category_Column],
      "Budget", 1,
      "Forecast", 2,
      "Actual", 3,
      999
      )

       

       

      • Go to Data view (not Report view)
      • Click on your category column (the one with Budget/Forecast/Actual values)
      • In the ribbon: Column Tools → Sort by Column → Select "Sort Order"
      • Refresh your visual - it will now show Budget → Forecast → Actual in that exact order
      • You must set the sort column in Data view, not Report view
      • The sort column should contain numbers (1, 2, 3) not text
      • Once set, it applies to all visuals using that column

      This is the only guaranteed method that works consistently across all Power BI versions and visual types for custom sort orders.

       

      Fixed? ✓ Mark it • Share it • Help others!


      Best Regards,
      Jainesh Poojara | Power BI Developer