Sorting months in Power BI using sort table

[neeharikathota]

Hi All , 

Iam facing a issue while trying to sort my date column in calender sequence . My actual date column is in the format MMMYY Dec19,Jan20,Feb20 etc., user wants to see aggregated SWAP values on MMMYY basis .

When I place it in matrix form the  columns are aligning in 'alphabetical order' . Expected format is calendar order .

I tried to create a sort table and tried to relate to main dataset and create a sequence . But when I enter data in Power query in 'Enter data' for the table. 

For the 'month date' column below though I try to enter it as date in MMMYY format .ex(Dec19,Jan20) the dates are auto-converting in the below format . So , my 'Dec19' datavalue is changing to '9/19/2020' which is not right . 

 Attached sample reult below while I enter data : 

Request to let me know the approch i need to follow in this case . 

Thanks in advance . 

@PowerQuestion @PowerQueryFTW @ttcalendar @BIHelp 

[edhans]

@neeharikathota try this:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcklNNrRUitWJVvJKzDMyALPcUpNArFgA", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [MonthYear = _t]),
    #"Convert To Date" = Table.TransformColumns(Source,{{"MonthYear", each Date.FromText(Text.Start(_,3) & "1, 20" & Text.End(_,2)), type date}})
in
    #"Convert To Date"

It takes the Dec19 and converts it to the string "Dec 1, 2019"  then converts to a date. Jan20 becomes "Jan 1, 2020" and again, a date.

You can wrap a Date.EndOfMonth() around that if you want it to be Dec 31, 2019 after conversion, or replace the "1, 20" part of the formula with, say, "15, 20" to convert to Dec 15, 2019 before it converts.

becomes

Note the code also automatically converts it to a date column.

How to use M code provided in a blank query:
1) In Power Query, select New Source, then Blank Query
2) On the Home ribbon, select "Advanced Editor" button
3) Remove everything you see, then paste the M code I've given you in that box.
4) Press Done
5) See this article if you need help using this M code in your model.

[Anonymous]

try this

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WSk/NU9JRMjRUitWJVkosKAJyjIzAnJTMZCDH2BjMSUtNAnJMkFSZgtnpmaVAthmYnVOaDmSbg9n5JSVAtoVSbCwA", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [idx = _t, val = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"idx", type text}, {"val", Int64.Type}}),
    ttr=Table.ToRecords(#"Changed Type"),
    mesi=Record.FromList({1..12},List.Transform({1..12}, each Text.Start(Date.MonthName(#date(2020,_,1)),3)))
   
in
  Table.FromRecords(List.Sort(ttr, (x,y)=>Value.Compare(Record.Field(mesi,x[idx]),Record.Field(mesi,y[idx]))))

[Fowmy · Accepted solution]

@neeharikathota 

Go to Power Query, Select the column that has dates like "DEC19", RIGHT-CLICK > Change Type > select Date. Now you can do the formatting in the data model as MMMYY.

Let me know if need further help on this.

________________________

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