Graph should count by Month

[jmd25]

Hi all

I have created a report dashboard that feeds in some data that basically reports on the number of sales per product on a daily basis. There is a date field "Transaction Date" that I then sort by, but in the Graph, i use a manually created field "Month_Year". This works for the most part, however, there are a few instances where a date is out of order in the graph. The "Month_Year" column is a V_WSTRING, but i didnt think this would be an issue as I am sorting by the "Transaction Date" column using the Sort tool prior to feeding it into the report tool.

If I use the "Transaction Date" field in the graph, the sorting is resolved, but some of the key information I am trying to present is somewhat lost as it only labels every 2 or 3 months.

I assume there is a better way of doing this that I am missing?

THanks

JOhn  

[cjaneczko]

Is this a graph in Excel or the Interactive Chart in Alteryx? Are your months numbers or alphabetic? Can you provide a sample of what your output is right now?

[jmd25]

Thanks for the reply, i have provided a metadata listing of what is being fed into the Report tool below (this is being done in Interactive report in Alteryx)

BRANCH	Int32	London 1
Product	V_WString	Hammer
Month_Year	V_WString	02_2016
Count	Int64	23
PRICE	Double	2.3
Transaction Date	Date	02/02/2024

I am using a sort tool to sort by Transaction date, then connecting to Interactive Reporting tool. 

In there I am X axis to Month_Year. I thought that as it is pre sorted by Transaction Date, this would have worked, but doesnt appear to be the case, see output below attached. 

I want the output to be similar to the attached, just keeping the correct ordering. 

Thanks for the help

[cjaneczko]

Are you sorting by anything else besides transaction date? From the way the data is displayed it looks like you are sorting by the whatever the data in the Blue bar is first, then by transaction date. 

[jmd25]

Thanks, yeh only one sorting applied. The 2 colours is because in transform I am splitting by a Yes/No column. Basically, has tax been charged (yes / no).

[cjaneczko]

Is your Transform after the sort or before?

[jmd25]

Hi, the transform is done via the Interactive Reporting tool where i use Split on "Tax Charged". THanks 

[TUSHAR050392]

Hey @jmd25 I am a bit confused with the data type of Transaction date because I see the data type has been mentioned as date but it is not the standard Alteryx format of YYYY-MM-DD and probably that is causing the issue. I tried to replicate your chart with some dummy data and the order worked fine for me.

Can you make sure that your transaction date is in YYYY-MM-DD format and then for Month_Year, you can use the formula - LEFT(Transaction Date, 7), sort by Transaction Date then try to make the bar chart? I am hopeful that this should work even without sorting.

Let me know if this helps.