Sorting in a report

I am filtering information on a report by Start Date in between Jan 1 and Dec 31 of 2022, start date is in the future, and in the next 120 days. Grouping it by month (January - December). This is populated by a helper column formula that takes the month from the start date and converts to the month.

I am grouping the report by month and sorted.

However, it shows March followed by January and then February.

Why? clearly it's not alphabetical. How do I get it to sort January, February, March....?

Any thoughts?

This form is not allowing me to upload a screen shot.

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Accepted answers

Paul Newcome

That is because the Month column is housing text values. It is sorting based on the text string, so technically "F" comes before "J" comes before "M", so on and so forth.

You will need to change your months so that they have "numbers" placed before the text.

"01 January""

"02 February"

"03 March"

etc....

Andrée Starå

Hi @Melitta

I hope you're well and safe!

You'd need to add a so-called helper column that would show the month or modify the current one with something like 01-January, 02-February, etc.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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All comments

Christian G.

You can update un screenshot in comments it this

or copy pasting

Melitta

@Christian G. , The Attach or picture links/icons aren't working for me but your suggestion of copy/paste did. So, thank you very much.

Andrée Starå

Hi @Melitta

I hope you're well and safe!

Can you share a screenshot of the report settings (Conditions, Group and Sort)?

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Christian G.

Can you put a screenshot of the repport filter, Group and the formula for the "month" column in the sheet?

Melitta

Here is a screen shot of the filters:

as well as the group:

Yet as you can see, it has March, January, February.

If I switch Group by to Sort Ascending, it then displays as February, January, March.

Any ideas of how I can get it to group under Month, and have it sorted from January - December?

Paul Newcome

It looks like you don't have any sorting applied at all.

Melitta

Hello @Paul Newcome ,

Unfortunately, sorted by month, still gives the incorrect order.

Paul Newcome

That is because the Month column is housing text values. It is sorting based on the text string, so technically "F" comes before "J" comes before "M", so on and so forth.

You will need to change your months so that they have "numbers" placed before the text.

"01 January""

"02 February"

"03 March"

etc....

Andrée Starå

Hi @Melitta

I hope you're well and safe!

You'd need to add a so-called helper column that would show the month or modify the current one with something like 01-January, 02-February, etc.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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