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SKYGOLD
New Member

Required help in "sorting row headers in matrix visualizations"

Hi Team,

 

I'm currently building a report with an Account Hierarchy that needs to be sorted in the Row headers of a matrix visual. When I apply the "Sort by column" option to the Sequence column under the Data tab, it's not working as expected.

Please help to provide any alternative solutions or suggestions to achieve the desired sorting?

 

Note : The columns are organized by Calendar year and month, and the values are displayed in the rows. And the Column headers are correctly sorted by Year and Month Name (e.g., JAN, FEB, ..., DEC)

Level 1Level 2Level 3Sort Order
Property RevenueProperty RevenueStudent Rental1
Property RevenueCommercial RentalCommercial Rental2
Property RevenueAncillary IncomeAncillary Income3
Property ExpensesBad Debt ExpenseBad Debt Expense4
Property ExpensesOperations ExpensesSales Expenses5
Property ExpensesOperations ExpensesMarketing Expenses6
Property ExpensesOperations ExpensesUtilities Expenses7
Property ExpensesOperations ExpensesResident Services8
Property ExpensesOperations ExpensesOperations9
Property ExpensesOperations ExpensesWellness & Hygiene10
Property ExpensesOperations ExpensesFacilities Maintenance Expenses11
Property ExpensesOperations ExpensesTechnology & Overheads12
Property ExpensesOperations ExpensesStatutory & Insurance13
Property ExpensesOperations ExpensesLand Tax Surcharge14
Property ExpensesOperations ExpensesPayroll - HQ Recharge15
Property ExpensesOperations ExpensesPayroll - Building Level16
Property ExpensesOperations ExpensesCatering17
Property ExpensesOperations ExpensesStrata Fees18
Property ExpensesAncillary ExpensesAncillary Expenses19
Property ExpensesProperty Management FeesProperty Management Fees20
Non-Property RevenueOther IncomeInterest Income21
Non-Property RevenueOther IncomeOther Income22
Non-Property RevenueDistribution IncomeDistribution Income23
Non-Property ExpensesInvestment Management FeesInvestment Incentive Fee24
Non-Property ExpensesOther Management FeesSupplemental Fee25
Non-Property ExpensesFinance & BorrowingAgency Fees26
Non-Property ExpensesAdministrative ExpensesFinance & Indirect Costs27
Non-Property ExpensesFinance & BorrowingInterest Expense28
Non-Property ExpensesFinance & BorrowingBorrowing Costs29
Non-Property ExpensesDepreciation and Amortisation ExpenseDepreciation & Amortisation30
Non-Property ExpensesIndirect ExpensesInvestment Prop. Gain/(Loss)31
Non-Property ExpensesIndirect ExpensesUnrealised Derivs. Gain/(Loss)32
Non-Property ExpensesIndirect ExpensesRealised Derivs. Gain/(Loss)33
Non-Property ExpensesAdministrative ExpensesInterstaple Lease34
Non-Property ExpensesDistribution PaidDistribution Paid35
Non-Property ExpensesTax ExpenseTax Expense36

 

FYI, Here is the information I currently have. However, I am seeking a specific order sequence based on the column sequence provided. This ordering should apply to all hierarchy levels, not just the top level.

SKYGOLD_0-1690423614636.png

 

1 ACCEPTED SOLUTION
SKYGOLD
New Member

Thanks Team, I want to share that I've successfully discovered an alternative solution to the challenge. By incorporating a sequence as the initial value and then calculating its minimum, I was able to apply a sort order to achieve the desired result. Consequently, I have hidden this field to ensure a neat and user-friendly presentation of the data.

Just wanted to keep you informed. Thank you!

FYI,

SKYGOLD_0-1690426634841.png

 

View solution in original post

1 REPLY 1
SKYGOLD
New Member

Thanks Team, I want to share that I've successfully discovered an alternative solution to the challenge. By incorporating a sequence as the initial value and then calculating its minimum, I was able to apply a sort order to achieve the desired result. Consequently, I have hidden this field to ensure a neat and user-friendly presentation of the data.

Just wanted to keep you informed. Thank you!

FYI,

SKYGOLD_0-1690426634841.png

 

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