Sorting Charts/Pivots

In the Chart and Pivot sections, data is sorted alphabetically. You can override this default and sort dimensional data with reference to other data, rather than alphabetically.

For example, if a chart lists each type of item your company sells and the total amount sold of each, initially the item types are alphabetically ordered. But this data becomes more meaningful when you instead sort the item types with reference to the total sales revenue produced by each. This approach allows you to rank each product type from highest to lowest total sales.

When you want to apply a sort criteria there are three components used to define the sort condition:

When you sort by values, dimensional data is sorted by the corresponding numeric values of the referenced item. (For example, sorting states by the sum total of the cost of good sold in each state).

  To specify a sort:

  1. Select an item to sort in the Chart or Pivot sections.

  2. Click Sort Ascending or Sort Descending on the shortcut menu.

  3. Select Label to sort the item alphabetically, or select the numeric value item as a sort reference.

  4. If you selected a numeric value, choose an aggregate function on the shortcut menu.