When you have data, you’re going to need to reorder it, whether by date, alphabetically, or numerically. In this video, Izenda solutions architect Josh walks us through the different ways to sort data in the Report Designer, by using the Field Properties tab or by clicking inside an individual Report Part.
This video also explains default sorting behavior, how to preset and save sort order, as well as how to sort on a chart-type visualization.
Sorting is an integral piece to interacting with visualizations created in Izenda’s business intelligence platform. End users want the ability to modify the structure of the data to see metrics organized in personal and meaningful ways. This video will serve as a quick guide to sorting within Izenda that will add to the ongoing Izenda Best Practice series and hopefully offer insight to how sorting can be a powerful tool in customizing report parts.
First, we will build a new report part. In this case, we will look at some of the default sorting behavior contained within a grid and how sorting can be preset for anyone viewing the report. I will select Grid as my report part and have the tile flip to reveal the drop areas for data. As fields are dropped into place, the default action is to sort these items alphabetically from A to Z or ascending. Additionally, this behavior will default across columns from left to right. For instance, if we add a city field and then a subsequent freight field, the cities will first sort alphabetically and then, if cities have multiple values, they will sort numerically ascending.
Next to each column title is a small arrow noting the sorting behavior that each column is respecting. This behavior can be altered in a few different ways. First, using the Field Properties tab with the desired column selected, the user can select the “Sort” option to change the sorting type. Clicking once should flip the defaulted behavior. Clicking a second time will remove any specific sorting.
This same functionality can be achieved straight from the grid visualization itself. Clicking on the column name will first change the sorting to the opposite of the default behavior and then a second click will remove any sorting. This functionality offers unique ways to look at different data sets by adjusting or turning off sorting on different columns.
For charts, the sorting functionality is controlled through the Sort button in the Field Properties panel. The default behavior being here that sorting assigned to labels will be respected prior to the sorting on values. If sorting is turned off for the labels, the values will then sort per the default least to greatest behavior or on whatever sorting functionality is applied to the field.
Separators for charts and grids can also be sorted along the same modes discussed throughout this video, as well.
When a report is saved, the sorting setup that has been established will also be saved in whatever format it is in at save time. If adjustments are made to a report later, the alterations will not be saved automatically unless the report is explicitly saved with the new sorting setup in place.
Izenda allows users to interact directly with visualizations to explore data in unique and creative ways. Sorting is a vital piece to the business intelligence experience and understanding its usability and functionality within Izenda is important to be successful using the business intelligence platform. Feel free to explore the Izenda documentation for more details around more concepts of the platform or watch additional Best Practices videos to optimize the Izenda experience.