Slaesforce FAQ

how to sort a chart in salesforce

by Dr. Marlin Vandervort Published 2 years ago Updated 1 year ago
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Sort by any value using a dashboard component Use a Chart dashboard component and select "Sort Rows By" on the component's "Formatting" tab to sort your results in ascending or descending order by any row value. If you use a Table component, your records would be listed in descending order row value.

Full Answer

How do I sort data by row value in a chart?

Use a Chart dashboard component and select "Sort Rows By" on the component's "Formatting" tab to sort your results in ascending or descending order by any row value. If you use a Table component, your records would be listed in descending order row value.

How do I sort data in a floating report header?

If the floating report header is enabled for your organization, sort behavior is slightly different. When users sort data by clicking a floating report heading, the report refreshes and redirects users to the beginning of report results. In a report with multiple grouping levels, you can sort by the summary value that defines each grouping.

How to search for reports and dashboards in Salesforce?

Search for Reports and Dashboards from the Reports Tab in Salesforce... Report on Chatter Top 100 Feed Item Views with Interaction Count... Report and Dashboard Limits, Limitations, Allocations, and Technical...

How do I sort data in a summary or Matrix report?

Even though "Ascending" or "Descending" are the only Sort Order options displayed while in a summary or matrix report, there several additional methods for sorting your data: Sort by Record Count values using a Roll-Up Summary Field (RSF)

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How do I sort a chart in Salesforce?

Change the Sort OrderClick the actions menu for the measure you want to sort. For dimensions, click the actions menu in chart, compare table, or pivot table mode.Select Sort descending or Sort ascending. If the measure or dimension is already sorted, you can unsort it by selecting Clear sort.

How do you sort data in a chart?

Hover over the top edge of a chart until you see sort by in the upper-left corner, then the name of a field, and then either asc or desc. Click the field name to sort on a different value. Click asc or desc to sort in the opposite direction.

Can you sort in Salesforce?

Sort by any value using a dashboard component Use a Chart dashboard component and select "Sort Rows By" on the component's "Formatting" tab to sort your results in ascending or descending order by any row value. If you use a Table component, your records would be listed in descending order row value.

How do you sort a bar chart by order?

How to Re-Sort Your Bar Charts in Microsoft ExcelHighlight your table. You can see which rows I highlighted in the screenshot below.Head to the Data tab.Click the Sort icon.You can sort either column. To arrange your bar chart from greatest to least, you sort the # of votes column from largest to smallest.

How do you sort a chart in descending order?

Sort Chart Data in Ascending / Descending OrderClick the chart item you want to operate.Right-click on the data point you want to sort on the chart, and select Change Sort Order (summary item name). The Change Sort Order window appears.Set the sorting condition, then click OK.

How do you sort a chart from highest to lowest?

Sort numbersSelect a cell in the column you want to sort.On the Data tab, in the Sort & Filter group, do one of the following: To sort from low to high, click. (Sort Smallest to Largest). To sort from high to low, click. (Sort Largest to Smallest).

How do I sort multiple columns in Salesforce report?

Sort Multiple Columns TogetherSelect the cells that you want to sort. ... From the Data menu, select Custom Sort.Select the first column that you want to sort and how you want to sort it. ... To sort by another column, click Add Sort Column, choose the column, and select the sort conditions.Click Apply.

How do I sort list of sObjects?

sort() If you have a list of sObjects you can use a standard method sort() . The List. sort method sorts sObjects in ascending order and compares sObjects using an ordered sequence of steps that specify the labels or fields used.

What is a sorted report?

Sorting allows you to order the report results to present your business information in a more informative way. For example, you can alphabetically sort country and region on a report, allowing you to quickly find a particular region.

How do you sort a bar chart by value?

Sorting bars by valuePlace the cursor on the Category axis. The axis is highlighted.Click the highlighted area to access a pop-up menu.Select Sort bars by value. Tip: If you want to sort the bars from the lowest to the highest bar, select Reverse scale after clicking Sort bars by value.

How do you rearrange the data in ascending or descending order?

How to sort in Excel?Select a single cell in the column you want to sort.On the Data tab, in the Sort & Filter group, click. to perform an ascending sort (from A to Z, or smallest number to largest).Click. to perform a descending sort (from Z to A, or largest number to smallest).

How do I change the order of a clustered bar chart?

Under Chart Tools, on the Design tab, in the Data group, click Select Data. In the Select Data Source dialog box, in the Legend Entries (Series) box, click the data series that you want to change the order of. Click the Move Up or Move Down arrows to move the data series to the position that you want.

How does a computed sort work?

A computed sort organizes the data in the view by applying rules, such as sorting alphabetically or sorting quantities in descending order. Computed sorts are dynamic. If the data changes, the view will update to keep the computed sort order. There are several ways to create a computed sort.

What is manual sort?

Manual sorts are an easy way to sort data quickly, but they are not dynamic. Manual sorts are maintained even when the data changes. For example, the sales for the manually sorted region will still be shown in the order specified, even if you add new regions.

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