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Creating Monthly KPI Financial Review KPI using numerical sorted months in Power BI(.pbix included)
When building KPI dashboards in Power BI, one common challenge is ensuring that months are displayed in the correct chronological order. By default, categorical month names (Jan, Feb, Mar…) may appear alphabetically, which disrupts the logical flow of financial reviews. To solve this, analysts often create a numerical month column that enforces proper sorting. This approach makes KPI visuals more intuitive and accurate, especially when tracking trends over time.
5 min readDec 29, 2025
What This Article Covers
- Creating a numerical month column in Power BI.
- Applying the column for sorting categorical month names.
- Building KPI visuals that highlight monthly financial performance.
- Best practices for maintaining clean, professional dashboards.
This is what we will be creating:
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