Aggregating daily sales into a monthly view by year

[Anonymous]

Hi all,

I'm fairly familiar with PowerBI but not so much in transforming data with PowerBI outside of what I am given. 

I get daily sales from an SQL server (third party platform sends information to me) and I am trying to sum all of the daily sales per month. I'd also like to view last year's sales and this year's sales on a bar graph if that is possible. 

I've been digging through multiple forums in this community and set up my information like so: 

However, I can't seem to figure out how to sort by month AND year and I get this:

As you can see, I got it to sort only by the month. 

The goal is to show 2019 and 2020 information side by side if possible and in order!

Please let me know if you need additional information from me. 

Thanks for the help!

[amitchandak]

@Anonymous ,

If you create a month like this or make this sort column you should get year togther

Month Year = format([date],"MMYYYY")

https://docs.microsoft.com/en-us/power-bi/desktop-sort-by-column

[Anonymous]

When I create "Month Year = format([date],"MMYYYY")", is this under transform data or as a new measure?

If it is the former, would it be a custom column?

Thanks

[v-shex-msft · Accepted solution]

Hi @Anonymous

In fact, format function will transform values to text type and change the display format as you defined in optional parameters.
I'd like to suggest you take a look at the table field properties with custom display format.

Regards,

Xiaoxin Sheng