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Himanshu_13
Post Partisan
Post Partisan

Year Sort

I've made a calculated column for Month and year and It's showing as below:

 

Himanshu_13_0-1612967839374.png

The sorting is not correct it seems. I want the Month and Year to be sorted. 

 

Desired Output

 

DealMonth Year
xyzJan'2025
xyzFeb'2025
xyzJan'2026
xyzFeb'2026

 

How can I get the sorting right? Present I've sorted month year by Month.

 

Below are the formulas I've used:

 

Month Year = VIEW_FORECASTREVENUE[Month Name] & "'" & VIEW_FORECASTREVENUE[Year]
 
Month Name = SWITCH(VIEW_FORECASTREVENUE[Month],1,"Jan",2
,"Feb",3,"Mar",4,"April",5,"May",6,"June",7
,"July",8,"Aug",9,"Sep",10,"Oct"
,11,"Nov",12,"Dec")
 
Year = YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH])
 
Regards,
Himanshu
2 ACCEPTED SOLUTIONS
PhilipTreacy
Super User
Super User

Hi @Himanshu_13 

Create your column as actual dates and then they will sort properly.

Try this to create the column

Month Year = DATE(YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH]), VIEW_FORECASTREVENUE[Month], 1)

You should get a column of type DateTime that should sort chronologically

Regards

Phil



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View solution in original post

jaideepnema
Super User
Super User

Hi @Himanshu_13 
You can create a numeric key like 202101 for January 2021 and then use this column for sorting the Month-Year column using the sort by column option.

View solution in original post

7 REPLIES 7
harshnathani
Community Champion
Community Champion

HI @Himanshu_13 ,

 

See if this helps

https://community.powerbi.com/t5/Desktop/how-to-sort-Date-MonthYear-column/td-p/102700

https://community.powerbi.com/t5/Desktop/Sorting-of-Month-Year/td-p/500324

 

Basically you need to create a Index Column and then sort your Month Year Column via the index colum created.

 

Regards,
Harsh Nathani
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jaideepnema
Super User
Super User

Hi @Himanshu_13 
You can create a numeric key like 202101 for January 2021 and then use this column for sorting the Month-Year column using the sort by column option.

Thanks it solved my issue.

 

Regards,

Himanshu

PhilipTreacy
Super User
Super User

Hi @Himanshu_13 

Create your column as actual dates and then they will sort properly.

Try this to create the column

Month Year = DATE(YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH]), VIEW_FORECASTREVENUE[Month], 1)

You should get a column of type DateTime that should sort chronologically

Regards

Phil



Did I answer your question? Then please mark my post as the solution.
If I helped you, click on the Thumbs Up to give Kudos.


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Thank you !!!

 

It resolved my issue.

 

Regards,

Himanshu

Can you please show what actually you mean by "Actual dates". It is not clear to me.

 

Regards

@Himanshu_13 

Just added an example of how to create the dates based on your data.

Month Year = DATE(YEAR(VIEW_FORECASTREVENUE[EXPECTEDINMONTH]), VIEW_FORECASTREVENUE[Month], 1)

 

Regards

Phil



Did I answer your question? Then please mark my post as the solution.
If I helped you, click on the Thumbs Up to give Kudos.


Blog :: YouTube Channel :: Connect on Linkedin


Proud to be a Super User!


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