Hello I am having issues sorting my data from different quarters in a chronological order.
For example I want to sort data from Q3-2018 to Q1-2019. So the data should line up Q3-18, Q4-18, Q1-19, but it is not (see picture). It is also consolidating Q4 data from both 2018 and 2019 into the same Q4 column.
Also, I have verified that the data is being recognized as Date/Time in the table.
My suggestion would be to always use a date table. It's a table you save somewhere on your desktop and always use in every report. In the table, you'll have each quarter mapped to a year and Power BI will recognise it as a hierarchy, so when you use it as a field you can put year and underneath quarter, which will solve your issue.
Here's how it looks for me in a simple visual:
I can choose to stay at fiscal year, or go down to quarter or month.
I apologize as I am new to DAX tables. Do I import this file as a new visualization? When I try to import, PBI looks for visual files (*.pbiviz) however, this file downloads as a .pbit and .pbix. I'm a little confused how to import this into my existing .pbix visual dashboard. If you could break it down into steps, I'd appreciate it. Thanks!
Thanks for your suggestion, however, drill down does not fix my problem. I do have drill down enabled and even with the date hierarchy, PBI is not recognizing the year difference among the quarters. Like I mentioned above, my data timestamps are from Q3-2018 to Q1-2019, but PBI will only sort the quarter numerically instead of chronologically 4-3-1 or 1-3-4(see first picture). I need it to recognize that Q3 and Q4 are of the previous year and Q1 of the later year.