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Sean
Community Champion
Community Champion

Month Columns in PBI Desktop

I noticed that when I load my data directly into PBI Online I automatically get YEAR and MONTH columns added next to all DATE columns I have! What is even better is that this MONTH column that PBI Online only adds for me automatically is formatted (January, February, etc...)  and the month names actually sort properly - (January, February, and so on). Is this feature coming to PBI Desktop? Or does anyone know how to create a month column the same way so that it shows the MONTH names but most importantly sorts in the correct order (not April, August, and so on). I know how to do this with Excel PowerPivot Tables with the custom sort dialog-box but can't seem to find it in PBI Desktop? I wonder if this is done with DAX or M? Thanks!

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LanceDelano
Employee
Employee

We're currently working on this for the desktop .... and it will be a unified experience in both the desktop and service.  There are several date time features that will show up.  This kind of automatic behavior is among the first that will arrive.

Lance

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43 REPLIES 43

Create a calculated column, Month = FORMAT([Check Date],"mmmm"), then create your MonthSort column as above. Set your Month column to have a sort by date of your MonthSort column.

 

If you want year sorting as well (I often just use a slicer for Year), create your MonthSort column by concatenating two calculated columns, year and "MonthSort":

 

Year = FORMAT([Check Date],"yyyy")

 

MonthYearSort = CONCATENATE([Year],[MonthSort])

 

Set your Sort by column to MonthYearSort for the Month column.


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Hello,

 

I have a similar issue. I did everything you suggested but the columns on my visual are still looking like below. I need May 2015 to be the first column and then the other 12 rolling months. Please help!

 

 

Capture.JPGCapture1.JPG

 

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