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mvcsharepointde
Helper II
Helper II

Defining a default order for our reprot

I have a PowerBI reprot inside power bi desktop app >> the poer bi reads data from external source. now i want to define a default sort for the users when the report loads. here is the setting i have:-

 

1) This is the formula i am using to get the data from the external API:-

 

 

let
    // Function to fetch data with pagination
    FetchTimeLedgerEntries = (Offset as number, Limit as number) as table =>
        let
            body = Text.Combine({"sAPIKey=", ApiKey}),
            SourceAPILogin = Json.Document(
                                Web.Contents(
                                    SmartAPI,
                                    [
                                        RelativePath="apilogin",
                                        Headers=[Accept="application/json", #"Content-Type"="application/x-www-form-urlencoded",#"API-Key"=Token],
                                        Content=Text.ToBinary(body)
                                    ]
                                )
                            ),
            tblGetUID = Table.FromList(SourceAPILogin, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
            expGetUID = Table.ExpandRecordColumn(tblGetUID, "Column1", {"UID", "LanguageCode", "DatabaseVersion"}, {"Column1.UID", "Column1.LanguageCode", "Column1.DatabaseVersion"}),
            GetUID = expGetUID{0}[Column1.UID],
            Source = Json.Document(
                        Web.Contents(
                            SmartAPI,
                            [
                                RelativePath = "timeledgerentry",
                                Query = [#"offset"=Text.From(Offset), #"limit"=Text.From(Limit)], // Adding Offset and Limit parameters
                                Headers=[Accept="application/json", #"Content-Type"="application/json",#"API-Key"=Token, UID=GetUID, DeviceID=ApiKey] 
                            ]
                        )
                    ),
            tblAll = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
            tableHasRecords = Table.RowCount(tblAll) > 0,
            Result = if tableHasRecords then
                        Table.ExpandRecordColumn(tblAll,"Column1", Table.ColumnNames(Table.FromRecords(List.Select(Table.Column(tblAll,"Column1"), each _ <> "" and _ <> null))),Table.ColumnNames(Table.FromRecords(List.Select(Table.Column(tblAll,"Column1"), each _ <> "" and _ <> null))))
                     else
                        #table(Table.ColumnNames(tblAll), {})
        in
            Result,

    // Loop through pages to get all records
    Offset = 0,
    Limit = 10000,
    PageSize = 10000,
    AllPages = List.Generate(
                    () => [Result = FetchTimeLedgerEntries(Offset, Limit), Offset = Offset + PageSize],
                    each Table.RowCount([Result]) > 0,
                    each [Result = FetchTimeLedgerEntries([Offset], Limit), Offset = [Offset] + PageSize],
                    each [Result]
                ),
    tblTimeLedgerEntries = Table.Combine(AllPages),
    #"Changed Type" = Table.TransformColumnTypes(tblTimeLedgerEntries,{{"Date", type datetime}, {"StartTime", type datetime}, {"EndTime", type datetime}, {"LogStart", type datetime}, {"LogEnd", type datetime}})
in
    #"Changed Type"

 

 

2) I defined the following inside the sort:-

mvcsharepointde_0-1726501582785.png

 

 

now what i did is that i sort the data using the Date field >> and i publish the report to the workspace>> where when i opened the report using the web browser >> the reprot will be sorted using the Date.. so is doing the sort on the desktop app and publish the reprot the correct way to define the default sort ??

 

mvcsharepointde_0-1726501856188.png

 

3 REPLIES 3
parry2k
Super User
Super User

@mvcsharepointde yes, this is the way to achieve what you are looking for. Not sure if you have further question on it



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mvcsharepointde
Helper II
Helper II

@parry2ki want to sort the reprot by Date by default,  when the users first visit the report. currently what i did is that i filtered the report based on the Date field inside the power bi desktop >> then i publish the report.  when i visited the reprot inside the browser, i can see that the report is sorted by the Date correctly by default... so is what i did the valid appraoch to define a default sort for the report? or i achive it by chnace ?

 

parry2k
Super User
Super User

@mvcsharepointde sorry your question is not clear, could you please provide a bit more context on what you are trying to achieve?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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