Here's a calculation that should work for you and a plain english version of what it's doing. Once you have then calculated field you can do a manual sort on it by right clicking the calculated field -> field properties -> sort. Attached is an example workbook.
if Date < today() then 'Late'
elseif Date < dateadd('month', 4, datetrunc('month', today())) then datename('month', Date)
elseif datepart('year', today()) == datepart('year', Date) then 'Rest of Year'
elseif Date < dateadd('year', 2, datetrunc('year', today())) then 'Next Year'
else datename('year', Date)
if Date is earlier than today then "Late"
else if Date is before the 4th month from today's month then the month of Date
else if the year is this year then 'Rest of Year'
else if Date is before the 2nd year from today's year then 'Next Year'
else the year of the Date
Date Bins.twbx.zip 20.5 KB
Thanks Matt - very helpful!