Months not in order

[lrockwell]

I have files from Salesforce, one being Action where there is a Completed Date that the Action has been done,  as well as the same in a file Activity with a Completed Date column as well. When i Chart either action or activity the months are not in order, nor are the quarters. What can I do to fix this issue? File from SalesforceCharts

[v-jiascu-msft]

Hi @lrockwell,

Could you please tell me if your problem was resolved? Please mark the proper answer if it worked. That will be a help to the others.

Best Regards!
Dale

[lrockwell]

I have the latest version of Power BI installed. 

This is the error i am getting when i create a new column and sort the Completed Date on that 

[v-jiascu-msft]

Hi @lrockwell,

1. According to my test, the months are in order when drilling down in an intelligent way. Maybe your current visuals were created in the old version. Please try to create a new one. If it works, maybe recreating all the visual would be an easy way.

2. As @kcantor suggested, sort the date column first, then add an index. Finally, we can sort the column by index.

 

Best Regards!

Dale

[lrockwell · Accepted solution]

I discovered that if you sort on the visual it will categorize correctly. Redoing the visual in the most current version did not fix the issue. But this sorting method seems to be providing the correct output so I will run with that. 

[GuySev]

@lrockwell, Worked for me as well, thanx!

[kcantor]

@lrockwell

Maybe go into query editor and add a date colum using the month number instead of name. then sort the month by the month number.

[v-jiascu-msft]

Hi @lrockwell,

1. I would suggest you upgrade the Power BI Desktop to the newest version. In my test, all the orders are good;

2. Maybe you could add a new column "MonthDay" with this formula. Then click "Completed Date", select "sort by column" "MonthDay".

MonthDay = format([Date],"mmdd")

3. Create a date table, then create relationships with the current tables.

Calendar =
ADDCOLUMNS (
    CALENDAR ( DATE ( 2017, 1, 1 ), DATE ( 2017, 12, 31 ) ),
    "Month", FORMAT ( [Date], "MMMM" ),
    "MonthNum", MONTH ( [Date] ),
    "Quarter", FORMAT ( [Date], "q" )
)

Best Regards!

Dale

[Anonymous]

Hi, Recently had same type of issue. I had created all types of columns, all correct formatting, that 'logically' should have worked to sort it out.

I didn't want to add a date table to my report initially so I was trying to 'fix' the issue. Finally I gave up, created a seperate datetale, linked to my data on date, and viola!

Try creating a date table as also suggested by @v-jiascu-msft.