Month-YY order

Hi Elsa,

There is no easy solution and it cannot all be done in Power BI as far as I know. What you will need to do is firstly create a 'YearMonth' key in the date table of Excel (see the 'date table' file we used in the 'Sales Data' file). This key will need to show the following:

20190100 for Aug-19
20190200 for Sep-19
20190300 for Oct-19
20190400 for Nov-19
20190500 for Dec-19
20200100 for Jan-20

Thereafter the key adds 100 for each new month and so on. The trick is to use an IF formula that says if it's the first year use the fiscal month series: Aug=1, Sep=2 etc. otherwise use the normal month series: Jan=1, Feb=2 etc. The formula is:

=IF(YEAR(date cell)=MIN(YEAR(date range)),(YEAR(date cell)*10000+MONTH(EDATE(date cell,5))*100),YEAR(date cell)*10000+MONTH(date cell)*100)

Copy down the formula for the remaining dates and once file is saved and closed, refresh in Power BI desktop. Create a slicer with the MMM-YY date field and then in the 'Sort Column by' drop down select the 'YearMonth' key.

This will only work if your dates start Aug 2019 onwards

I hope this works for your particular dataset and please let me know if it does.

Kind Regards
Martin