Forum Discussion
Formatting a table in a report
Hi joshuajayyyyy
To adjust your table to reflect a fiscal year starting in October, you can create a custom column in your date table to represent the fiscal month. Here’s a DAX formula to help you achieve this:
FiscalMonth =
IF (
MONTH([Date]) >= 10,
MONTH([Date]) - 9,
MONTH([Date]) + 3
)
-->Sort Your Month Column by Fiscal Month- After creating the FiscalMonth column, go to the “TableView” tab.
- Select your original month column ( MonthName).
- Click on “Sort by Column” and choose FiscalMonth.
Now you'll get your expected outptut as mentioned below.
If you need more information pls go through this https://community.fabric.microsoft.com/t5/Desktop/DAX-Formulas-for-Fiscal-Year-Fiscal-Quarter-and-Month-Short-Name/m-p/18268
Thanks!
A problem with a fairly straight forward solution fortunately. Each column has a sort by order. By default a text column will sort alphabetically but you can click on a column in your model and tell it to use a different "Sort By Column". Since your Month column is already sorting Jan to Dec, which is not alphabetical, then its likely its been set to sort by Month Number.
So what you need to do is create a new column in that table, which i'm assuming is a calendar table, and have that column be your fiscal month number, where October = 1 and September = 12. Then you just need to update your month names to sort by this new column.
Consideration: Sometimes you want your month labels to sort by Calendar month still. Maybe its worth having a brand new Month called 'Fiscal Month' which has the same text as your month name but has the Fiscal Month sorting instead.