The next step is to convert this new field, Date to a date datatype. “2020” as the year value to the month that already exists So basically, what we are trying to achieve is just create a dummy date value by adding “1” as the date and In the formula for the custom column, use the following: = “1 ” & & ” 2020″ Select Custom Column and enter the formula as shown in the figure belowįor the name of the custom column, I’m using “ Date” since this column is going to store dummy In the Power Query Editor that opens, navigate to the Add Column tab that In the Power BI Desktop, select Transform Data and then click on Transform
Once the date values are available, we can justĮxtract the Month Number and sort the Month column using the Month Month data that is available in the dataset. The idea is to create a dummy date value based on the Now that we know what the actual error is all about, let’s go ahead and make the necessary changes in the data model to sort the months chronologically in Power BI. Solution – Sort months chronologically in Power BI These transformations can be done using the Power Query Editor that is available within the Power BI Desktop tool. So, in order to sort months chronologically in Power BI, we would need to make some transformations in the data model. However, in usual reference, we often tend to analyze months or rather any periods chronologically and not alphabetically. Section of the table, all the months are sorted but alphabetically. In the new table that is created, you can see that the months are now sorted alphabeticallyĪs you can see in the figure above, when you drag and drop the Month field into the Values You will see the data has been loaded into Power BIĬlick on Table from the Visualizations Pane and drag and drop the fields into In the next dialog that appears, verify the data and click on Load Select on Get Data and select Text/CSV from the menu that appearsīrowse for the file that you just created in the previous step and click on Open Open Power BI Desktop and follow the steps below to fetch this data into the Power BI data model: Once you have created the CSV file, the next step is to open Power BI and connect it to this dataset. Month lists all the values starting from “January” to “December” and corresponding Sales valuesĪlong with it. In order to replicate the error, we need to create a simple CSV file as shown in the figure below.Īs you can see in the figure above, we just have two simple columns – Month and Sales.
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Let us first try to reproduce the error and then I shall explain how to sort the months chronologically in Power BI. In this solution, we will first learn how to reproduce the error, and then see how to make the necessary changes in the data model to resolve this error and sort months chronologically in Power BI.
The months or quarters are sorted alphabetically, rather than chronologically which is an error depending on the requirements and something not so relevant in developing trend reports. Sometimes when you import data into Power BI, and specifically if you have months or quarters available as a textual data in the original data source ( from a flat-file), then Power BI cannot understand whether the imported field is an actual date field (days/month/year, etc.) or just simple text data. However, the same solution can be made to work for any type of chart which contains a time period in it. We will consider only the third scenario i.e. This is usually implemented by drawing line charts that show the trend over time, or by using vertical bar charts that show specific metrics in the time period, or even simply using a tabular matrix to display the results textually. In Power BI, you can also visualize your metrics by a specific selected period. It basically gives you the idea of how the metric has increased or decreased over the specific period. The time period can be anything for example days, weeks, Often, at times it is essential that you design charts that show the trend or growth of a metric over time. Visualizing sales data in a time period is one of the most influential ways of reporting. In this article, I’m going to demonstrate how to sort months chronologically in Power BI.
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