Profitbase / PowerBI-visuals-FinancialReportingMatrix

Power BI Custom Visual for Financial Reporting
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Custom Sorting #580

Closed castrofg closed 2 months ago

castrofg commented 2 months ago

How do I custom sort? My Total Revenue doesn't include all the categories above it, so I need to drag some below it to add a new column.

Is there a drag and drop function? Or do I need to add a column in my excel workbook to include a sorting number?

Thanks!

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AndersAano commented 2 months ago

If your excel sheet contains a separate column with the sorting order you want, you can use that to get the sorting right in Power BI:

In this case, Column E is the category names i want to display. Column D is the sorting order (alpha-numerical):

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In Power BI, I select the filed "displayName" in the data-tab, and select "Sort By" in the ribbon. In that drop-down menu, I select "id":

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Sort order in Power BI:

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best regards Anders