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Oracle® Business Intelligence Discoverer Plus User's Guide
10g Release 2 (10.1.2.1)
B13915-04
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16 Sorting data

This chapter explains how to use Discoverer Plus Relational's sorting capabilities such as alphabetical, numeric, and group sorting. This section contains the following topics:

What is sorting?

Sorting is the process of arranging data into meaningful order so that you can analyze it more effectively. For example, you might want to order sales data by calendar month so that you can produce a graph of sales performance. You can use Discoverer to sort data as follows:

Sorting worksheet data also makes it easier to analyze. For example, you might want to sort sales data from most profitable sales to least profitable sales to show the relative position of your company's best selling products.

Discoverer offers great flexibility when sorting data within data. You can do this to many different levels. For example, you can sort by City within Region.

Note: Discoverer sorts data according to the alphabetical or numeric sequence most appropriate for the local language. For more information about choosing a language when you start Discoverer, contact the Discoverer manager.

About sorting on table worksheets

On table worksheets, you can sort columns individually or in groups. For example, the figure below shows a worksheet sorted on one item (Region) in the order low to high (i.e. A to Z).

Figure 16-1 A table worksheet sorted on Region

Description of Figure 16-1  follows
Description of "Figure 16-1 A table worksheet sorted on Region"

The figure below shows a table worksheet sorted on two items, City within Region in the order low to high (i.e. A to Z).

Figure 16-2 A table worksheet sorted on City within Region

Description of Figure 16-2  follows
Description of "Figure 16-2 A table worksheet sorted on City within Region"

For more examples on sorting in Discoverer, see "Examples of sorting".

About sorting on crosstab worksheets

On crosstab worksheets, you can sort by either of the following:

By default, Discoverer sorts data on a crosstab automatically as follows:

Because the location of data on a crosstab worksheet determines the relationship of one data item to another, sorting on a crosstab worksheet is different to sorting on a table worksheet. When you sort on a crosstab worksheet, you typically want to maintain data relationships while rearranging the data.

Whichever way you sort (i.e. by column or row) Discoverer automatically maintains data relationships.

Note: On crosstab worksheets, you can remove additional sorts that you have added to the worksheet but you cannot remove the original default sort.

The figure below shows a crosstab worksheet sorted on Profit SUM in the order high to low (i.e. A to Z).

Figure 16-3 A crosstab worksheet sorted on Profit SUM (high to low)

Description of Figure 16-3  follows
Description of "Figure 16-3 A crosstab worksheet sorted on Profit SUM (high to low)"

Note: In the example above, the worksheet is sorted on Region by default. This default sort cannot be removed.

For more examples on sorting in Discoverer, see "Examples of sorting".

What is group sorting?

Group sorting is a facility available on table worksheets that removes repeated values to make reports easier to analyze. Group sorting has the following effects:

In figure below, the worksheet on the left has group sort on Region turned off (i.e. the Sort Type setting is Normal). The worksheet on the right has the group sort on Region turned on (i.e. the Sort Type setting is Group Sort). Notice that the repeated regions are removed when group sort is turned on.

Figure 16-4 Using the Group Sort option

Description of Figure 16-4  follows
Description of "Figure 16-4 Using the Group Sort option"


Key to figure:
a. The Sort dialog and worksheet before group sort is turned on.
b. The Group field set to none.
c. The Sort dialog and worksheet after group sort is turned on.
d. The Group field set to Group Sort.

How to sort data on a table worksheet

You sort worksheet data to arrange it for more effective analysis. For example, you might want to sort a list of sales figures numerically so that you analyze the relative standing of sales people.

To sort data on a table worksheet:

  1. Display the worksheet that you want to sort.

  2. Choose Tools | Sort to display the "Edit Worksheet dialog: Sort tab".

    Description of st.gif follows
    Description of the illustration st.gif

    The Sort Table dialog displays current sort options in a sort list.

  3. Click Add to add a new row to the sort list and specify sorting options as required.

    Hint: You can also:

    • remove a sort item by selecting an item in the sort list and clicking Delete

    • rearrange the precedence of sort items by selecting an item in the sort list and clicking either Move Up or Move Down

  4. Click OK to save the details and close the Sort dialog.

    Discoverer refreshes the worksheet according to the sort options that you select.

Notes

How to sort data on a crosstab worksheet

You sort a crosstab when you want to change the default sort order that is automatically applied to crosstab worksheets (for more information, see "About sorting on crosstab worksheets").

To sort data on a crosstab worksheet:

  1. Display the worksheet that you want to sort.

  2. Choose Tools | Sort to display the "Sort Crosstab dialog".

    Description of sct.gif follows
    Description of the illustration sct.gif

  3. Select the item that you want to sort from the Item to Sort list.

    The Sort Details for: <worksheet item> table below shows which data point items are used to sort the selected item.

  4. Click Add to add a new row to the Sort Details for table and specify sorting options as required.

    Hint: You can also:

    • remove a sort item by selecting an item in the Sort Details for table and clicking Delete

    • rearrange the precedence of sort items by selecting an item in the Sort Details for table and clicking either Move Up or Move Down

  5. Click OK to save the details and close the Sort dialog.

    Discoverer refreshes the worksheet according to the sort options that you select.

How to change how worksheet data is sorted

You can change the sort order of worksheet data at any time. For example, to reverse the sort order, hide the sorted column, or change a sort into a group sort.

To edit a sort:

  1. Display the worksheet that you want to sort.

  2. Choose Tools | Sort to display the "Edit Worksheet dialog: Sort tab" or "Sort Crosstab dialog" (depending on the type of worksheet displayed).

    The Sort dialog displays current sort options in a sort list.

  3. Edit the sort list as required.

  4. Click OK to save the details and close the Sort dialog.

    Discoverer refreshes the worksheet according to the sort options that you select.

How to remove sorting from a worksheet

When you no longer want to sort a worksheet, you can remove the sort(s) from the worksheet. For example, you might have created a temporary sort to produce an ad hoc report that you now want to remove.

Table worksheets and crosstab worksheets behave differently, as follows:

Note: Crosstab worksheets are group sorted automatically (for more information, see "About sorting on crosstab worksheets").

To delete a sort:

  1. Display the sorted worksheet that you want to edit.

  2. Choose Tools | Sort to display the Sort dialog (see "Edit Worksheet dialog" or "Edit Worksheet dialog".

    The Sort dialog displays current sort options in a sort list.

  3. Select the item that you want to remove.

  4. Click Delete to remove it from the sort list.

    Note: On crosstab worksheets, you cannot remove the original default sort (see "About sorting on crosstab worksheets").

  5. Click OK to save the details and close the Sort dialog.

    Discoverer refreshes the worksheet according to the sort options that you select.

Examples of sorting

Example 1: This example shows how to use the Sort Crosstab dialog to sort a crosstab worksheet vertically. In this example, you want to sort data on Profit SUM down the column for the 1999 year. In the figure below, Region (on the left axis) is selected in the Item to Sort list. Profit SUM is selected in the Data Point list and 1999 is selected in the Column list.

Figure 16-5 A crosstab worksheet sorted vertically

Description of Figure 16-5  follows
Description of "Figure 16-5 A crosstab worksheet sorted vertically "

Example 2: This example shows how to use the Sort Crosstab dialog to sort a crosstab worksheet horizontally. In this example, you want to sort data on Profit SUM along the row for the Central region. In the figure below, Calendar Year (on the top axis) is selected in the Item to Sort list. Profit SUM is selected in the Data Point list and Central is selected in the Row list.

Figure 16-6 A crosstab worksheet sorted horizontally

Description of Figure 16-6  follows
Description of "Figure 16-6 A crosstab worksheet sorted horizontally"

Example 3: This example shows how to use the Sort dialog to sort on one item within another item. In the figure below, you want to sort on City within Region. To specify Region as the primary sort, you place Region in the Sort by row of the sort table. To specify City as the secondary sort, you place City in the Then by row of the sort table. You can add further levels of sorting as required.

Figure 16-7 A table worksheet with two levels of sorting

Description of Figure 16-7  follows
Description of "Figure 16-7 A table worksheet with two levels of sorting"