Dashboard chart not sorting chronologically on a formula

Platform discussions
1

On my Production board I have a ‘Renewal Date’ column.

On my production board I also have a formula which calculates the renewal quarter:

CONCATENATE(

“Q”,

ROUNDUP(MONTH({Renewal Date}) / 3, 0),

" ",

YEAR({Renewal Date})

)

On my dashboard bar chart I have the X axis set to this forumla column and have chosed to sort ascending.

RESULT: My chart is showing the following bars:

Q1 2026

Q2 2026

Q3 2026

Q4 2025

Q4 2026

So it looks like it is still sorting alphabetically instead of chronologically (ascending) based on my fornula column.

A I missing something here?

2

Looks like your formula column is being treated as text, which is why the chart sorts alphabetically. One trick is to create a hidden numeric column representing the actual date or quarter order and sort by that.

Tools like Phonexa can help track data setups like this across boards, so you can spot sorting issues faster.