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Table Sorting

  • Recent Updates: April 25, 2022
  • 1. Overview

    1.1 Application

    When making a table component, users hope that the data can be displayed in a certain order based on the filtering results of the filtering component.

    1.2 Function Introduction

    There are two entrance of sorting: one is in the analysis area, one is in the table header.

    Note: The detail table only supports "Header Sorting".

    image.png

    1.3 Unsupported types

    TableUnsupported sort
    Detailed tableSort on dimensions
    Header sort of calculated indicator
    All tables

    Custom sort of date and time fields;

    Only group sections of numeric fields can have custom sort.

    2. Sort on dimensions

    2.1 Ascending/Descending

    In the dimension sorting, you can set the sorting reference fields.

    Reference fields include
    The dimension itself
    Other dimensions
    Indicators in the analysis area (including those in the result filter and table properties)

    image (1).png

    2.1.1 Refer to the dimension itself

    When the dimensions are sorted according to themselves, the next character is compared if the first character is the same. For example, set the SIGNDATE to descending order and refer to SIGNDATE itself, as shown in the following figure:

    image (2).png

    Then the SIGNDATE will be in a descending order.

    Note: The default sorting rule is UTF-8. UTF-8 Chinese characters are sorted according to the Kangxi dictionary. If you need Chinese characters to be sorted according to pinyin, you need to turn on the Chinese sorting function, restart BI, and then extract all data again. If you see special characters in the sorting of Chinese characters There will be an error, please turn it on carefully.

    image (3).png

    2.1.2 Refer to other dimensions

    1) Refer to the indicators

    For example, set "SIGNDATE" in ascending order of TOTALCOST, as shown in the figure below:

    image (4).png

    Then the table is in an ascending order according to TOTALCOST.

    image (5).png

    2) Refer to other dimensions

    • If the dependent field corresponds to the sorting field one-to-one, the sorting is performed according to the dependent field. For example, set the PRODUCTID in ascending order according to the PRODUCTNAME, as shown in the following figure:

    image (6).png

    The result is as below:

    image (7).png

    • If the dependent field corresponds to multiple values, the ascending/descending order will refer to the smallest/largest field value in each group.

    For example, if we set PRODUCTTYPE to be in an ascending order according to PRODUCERID, after the setting, the PRODUCTTYPE will be in an ascending order according to the smallest PRODUCERID value of each group.

    2.2 Custom sort

    Supports sorting according to user-defined order.

    For example, we can set the custom order of warehouse.

    image (10).png

    Drag and drop to set the custom order:

    image (11).png

    The header will not show the descending/ascending icon for custom order.

    image (12).png

    3. Header sorting

    Realize the sorting through the header fields. The following table header sorting rules are introduced through different table components.

    3.1 Group table

    Note: The sorting conditions set by the indicator fields will override the sorting conditions set by the dimensions. Since the group table and crosstab have grouping logic, they will be sorted according to the summary value first, and then sorted within the group.

    The sort entry of the header of the group table is as shown in the figure below:

    image (13).png

    For example, we set an ascending order on Warehouse, ascending within group on Date:

    image (14).png

    On this basis, we set the Inventory quantity to be in a descending order. Because the grouping table and the cross-table have grouping logic, the data will be sorted according to the summary value first, and then sorted within the group.

    That is, first sort DESC according to the sum inventory of each warehouse, and then sort DESC according to the sum inventory of each date range.

    image (15).png

    3.2 Crosstab

    • Dimensions: support ascending and descending sorting;

    • Indicators: support ascending, descending, and non-sorting; the sorting conditions set by the indicators will override the sorting conditions set by the dimensions. Since the grouping table and cross table have grouping logic, they will be sorted according to the summary value first, and then sorted within the group.

    The sorting of the header of the crosstab is basically the same as the sorting of the header of the group table, please refer to section 3.1 of this article.

    Note: When there are the same fields in both the row and column dimensions, one of the fields is sorted, and the other will be sorted synchronously; for example, there are Warehouse in the crosstab, and if you set a sort for any one of the Warehouse dimensions, the other will be sorted:

    image (16).png

    3.3 Detailed table

    After sorting has been set for the first field of the list, the second and subsequent fields for sorting are sorted "within group" based on the sorting of the first field.

    For example, set descending orders on SHIPMETHOD, SHIPPORT and AMOUNT. Then AMOUNT will be in descending order within each groups according to the sorting of the first two fields.

    image (17).png

    4. Note

    4.1 Sorting NULL

    Null is the minimum value, the ascending order is the first, and the descending order is the last. As shown below:

    image (18).png

    4.2 Custom sorting and filtering components are used together

    If the filter component is used, and then custom sorting is used in the table, when setting the sorting, not only the filtered results will be displayed, but all the data will be displayed, as shown in the following figure:

    image (19).png

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