Forum Discussion
Sorting a Parent - Child Hierarchy
Thanks for sharing in details and see that you are doing the Balance sheet, which makes it easy to think and based on your screenshots, it should be easy fix.
I am assuming that you are using individual columns for the hierarchy such as Balance Sheet Level 1,
Balance Sheet Level 2, ... (check the fields list in the matrix > Rows). If yes,
a) Please could you check the sory by columns used in the hierarchy uses the correct sort by column.
Say,
Balance Sheet Level 1 ==> BB Sheet Level 1 Sort Order
Balance Sheet Level 2 ==> BB Sheet Level 2 Sort Order
Balance Sheet Level 3 ==> BB Sheet Level 3 Sort Order
b) Check the data in these columns are according to your sort order needs.
BB Sheet Level 1 Sort Order
BB Sheet Level 2 Sort Order
BB Sheet Level 3 Sort Order
Test: Per your screenshot, check the data in the "BB Sheet Level 2 Sort Order" column.
Value for the row "OBS Account 1" has to be lower thenValue for the row "Net Loans"
Tip: To test, you create a matrix and drag the fields one by one.
Balance Sheet Level 1
Balance Sheet Level 2
Balance Sheet Level 3
Let me know whether it works or not?
Looks like you have done correctly - all steps needed for the custom order of items.
Quick check, can you see the sort by column is index? if not assign.
Sample: For the basename column, I used sort by column as index
Hope it helps!
Thank you for your quick reply!
I checked and the name column is sorted by the Index column. I wish your suggestion worked, but it does not work. Here are some screen shots showing the sort by column is set correctly, and the results shown in a matrix visual and table visual.
Screen shot showing data in table is sorted by the Index column:
and finally a screen shot showing the matrix not sorted by Index, but the table visual is:
I need the matrix visual (hierarchy) to follow the Index column sort order (specifically OSB Account 1 should be before Net Loans).
Any other ideas?
Thanks for sharing in details and see that you are doing the Balance sheet, which makes it easy to think and based on your screenshots, it should be easy fix.
I am assuming that you are using individual columns for the hierarchy such as Balance Sheet Level 1,
Balance Sheet Level 2, ... (check the fields list in the matrix > Rows). If yes,
a) Please could you check the sory by columns used in the hierarchy uses the correct sort by column.
Say,
Balance Sheet Level 1 ==> BB Sheet Level 1 Sort Order
Balance Sheet Level 2 ==> BB Sheet Level 2 Sort Order
Balance Sheet Level 3 ==> BB Sheet Level 3 Sort Order
b) Check the data in these columns are according to your sort order needs.
BB Sheet Level 1 Sort Order
BB Sheet Level 2 Sort Order
BB Sheet Level 3 Sort Order
Test: Per your screenshot, check the data in the "BB Sheet Level 2 Sort Order" column.
Value for the row "OBS Account 1" has to be lower thenValue for the row "Net Loans"
Tip: To test, you create a matrix and drag the fields one by one.
Balance Sheet Level 1
Balance Sheet Level 2
Balance Sheet Level 3
Let me know whether it works or not?
You definitely put me on the correct track! Thanks!!
The Sort Order columns were not correct, so when I tried to use the Level 1 Sort Order column to sort the Level 1 column, I got an error saying (basically): An item can't have more than 1 sort order value. Ok, I get it.
Eventually, I found a post that explained a solution for that, and now I have it working. The post I used is https://www.esbrina-ba.com/sorting-a-parent-child-defined-hierarchy/. Excellent post!Again, thank you for your quick and very helpful responses!
