Financial Periods not Sorting correctly

[bengia]

Hi All,

Trying to get my Business Reporting in order and i need to align it with our Financial Period.

Problem is when I put into a report, it doesnt filter in the right order.

So i created a new Table and added the date and showed how it aligned to the Finanical Period, but it still doesnt work correct. 

Any Items?

the Output in a report

needs to be Q2 HY18 -> Q1 FY18 -> Q2 FY18

What the reporting table looks like.

(FYI CLosing Blance is how it relates back to my other tables)

 

thanks!!

[v-shex-msft]

HI @bengia,

You can also take a look at following link about use relationship and 'sort by column' properties to create a custom sort order table to achieve custom sort order

Custom Sorting in Power BI

Regards,

Xiaoxin Sheng

[parry2k]

@bengia you need to add another column in your table to give the sort order for your financial period.

For example another field like 

2017-Q1

2017-Q2

2017-Q3

and so on....

and then sort your reporting period with this new column in modelling. 

Hope it is helpful.