Sorting
There are several ways to sort data (by ascending or descending values) within the Chart Builder. By default, most charts sort data by the grouped column in ascending order.
Details
- XY Charts (e.g., Bar, Line, Symbol, Multiseries, etc.) that use one grouped Category and one aggregated Value column can be sorted by either the Category or the Value, but not both simultaneously.
- Multiseries Charts can also be sorted by either the Category or Value column, while the Series column can be sorted independently at the same time.
- Tables can be sorted by one or more columns. Sorting by multiple columns allows you to first sort by one column, followed by the sorting logic of the next column. For example, sorting by Country and then City. You can also sort on columns that are not visible in the table, listed under Other Columns.
- Crosstab Charts can be sorted by both "parent" and "child" columns.
Charts
If configured under Chart Configuration > Self-Service, certain charts allow sorting.
The Column Pill
Click the three-dot menu in a field's pillbox. By default, column pills display their sorting direction using an arrow. Columns used in Tables and Crosstabs also support removing sorting to produce an unsorted dataset. The Clear Sorting option is accessible from the same menu in the column pill of these charts.
The Configuration Panel
For chart types that support this method, a Sorting section appears in the configuration panel. This section includes a dropdown list of all columns in the dataset, with the selected option representing the column (or aggregated column) used for sorting.
Using this dropdown, you can select a column to sort by, even if the column is not used in the chart. Columns included in the chart are listed separately, along with their role in the visualization. The ability to sort by an unused column makes this the most flexible sorting method.
The General Section in the Config Panel
Some charts also support sorting through icons within Configuration Panel > Sort by > General subsection.
- ABC icon: Sorts data by the category column.
- 123 icon: Sorts data by the value column.
- Direction icons toggle between ascending and descending order.