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myou
Helper II
Helper II

How to sort my rows and columns by cutom order

I have this matrix 

 

I want to order the rows in prospect,qualify,develop,solution,proof,close,won. While, the month in its usal order jan,feb .. etc.

Also, if I want to filter for 

Capture3.PNG

1 ACCEPTED SOLUTION
Anonymous
Not applicable

@myou

You need to create a simple dimention table : StageDim

There you assign the order for each of your stages let's say this:

Stage      |  Stage_Order

Prospect |  1

Qualify    |  2

Proof      |  3

Solution |  4

....

Then you assign "Sort by column" as I have explained.

Then you connect it to your fact table.

So when you use your column "Stage" (from the SatgeDim table) in your reports - they will be sorted by the StageOrder

Same goes for Months

Michael

View solution in original post

6 REPLIES 6
Anonymous
Not applicable

Step 1: Go to Data View (on your left)

Step 2: Choose the table (on your right). In your case it should be a StageDim table that contains columns 'Stage' and 'StageOrder'

Step 3: Choose the column you want to sort ('Stage' in your case)

Step 4: Click "Sort by column"

Step 5: Choose the column you want to sort BY (in your case - 'StageOrder')

 

Michael

 

 

SortBy.jpg

 

 

 

Hi @Anonymous

Its not a column , they are values inside one column. For example,  column1.stage. So when I put it as rows in my matrix visualization i want to order them to my choice. Thanks

 

 

manar1.PNG

Anonymous
Not applicable

@myou

You need to create a simple dimention table : StageDim

There you assign the order for each of your stages let's say this:

Stage      |  Stage_Order

Prospect |  1

Qualify    |  2

Proof      |  3

Solution |  4

....

Then you assign "Sort by column" as I have explained.

Then you connect it to your fact table.

So when you use your column "Stage" (from the SatgeDim table) in your reports - they will be sorted by the StageOrder

Same goes for Months

Michael

Anonymous
Not applicable

This solution helped my case. Thank you!

Anonymous
Not applicable

I am using a radar chart which has Axis start position at North, I have ordered by rows using a merged table but the order on the radar chart is not correct, it is neither in the required order or starting at North??

@myou,

 

You need have rownumber and columnnumber column to use to sort your rows and columns. I have tested it on my local environment, please refer to the screenshots below.
Capture1.PNG

Capture.PNG
Capture2.PNG

 

Regards,

Charlie Liao

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