Group by Year but Sort by Month and Display Month Name

Question & Answer
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1

Hi, so I have a bar graph that totals a value per each month of each year.

The Y axis is the total, and the X axis should be the month NAME (Jan, Feb etc). I then also have a group for the year.

The desired ordering here is to display:
Jan 23, 24, 25 then Feb 23,24 ,25 etc.

I can achieved something close with the month in integer form. But if I want to display the month names, it orders alphabetically. I do not see a way I can choose custom sorting so I can choose to sort by something not visible in the visual.

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Hope that makes sense. Any help and suggestions are appreciated.

2

Hello @NathanG, welcome to the QuickSight Community!

Assuming you still have columns for both integer month and name month, please try the following:

  1. From the visual’s field well, select the three-dot menu for X axis field
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  2. Under sort by, click on Off-visual field
  3. Select your integer month field, Min or Max as aggregation, and Ascending for sort order.

I hope this helps. Please let me know how it goes.

3

Hey, thanks for the response.

I looked at this today before I seen this response with a fresh pair of eyes and messed around with it for a bit. I figured it out the way your solution says. I came here to leave the solution but you already summed it up.

Thanks!
Nathan