
Hi All,
Our fiscal year goes from July to June. It's easy enough to sort the way I want in the body of a Viz, but I can't get the filter to sort by fiscal period, descending. (This would allow us to have the most recent period on top.) I'm also the DBA so I can add columns to my calendar table if that will solve the problem.
Any ideas? Thanks for your help.
Hi Cindy,
I followed the below steps to make it work:
1) Remove the 'Calendar Month Date Start' from the filter shelf.
2) Right click on the Dimension column 'Calendar Month Date Start' and change the Default properties of Sort to Descending Sort order and Sort by to Data source order.
3) Then I applied the filter for 'Calendar Month Date Start' and chose ⌗Individual Date. Selected the latest date on the top, as was populated from the data source and chose OK.
4) Again, went back to the dimension 'Calendar Month Date Start', right clicked on it and selected Date format. There, I chose 'March 2001' from the list (you may select any format you like for view) and selected OK. There you go, the filter is now sorted in the chronological order (descending).
5) I have ignored the 'Formatted Name' column being a Calculated field and used the date format to Sort the field.