How to apply custom sorting in Bold BI

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In BoldBI, custom sorting is not directly supported. However, you can achieve this using an expression column. Follow the steps below to create a custom sort order for your data.

Step 1: Create an Expression Column

Create an expression column using the following formula:

IF(First choice, 1, IF(Second choice, 2, 0-if no other choices))

Consider you have date column (Month-Name) like below and you want it should be sorted like Jan-2021, Feb-2021, Mar-2021, Jan-2022, Feb 2022, … in widgets.

Create an expression like below

if([Month-Name]='Jan-2021', 1, if([Month-Name]='Feb-2021', 2, if([Month-Name]='Mar-2021', 3, if([Month-Name]='Jan-2022', 4, if([Month-Name]='Feb-2022', 5, if([Month-Name]='Mar-2022', 6, 0))))))

This expression assigns a numerical value to each month, allowing you to sort the data based on these values.

Step 2: Sort the Dimension Value Based on the Expression

After creating the expression column, sort the dimension value based on the expression to achieve the desired month order.
Click the settings icon of the column as shown below and then click the Sort option. It will open the Advanced Sorting Option window