Slaesforce FAQ

how to sort by formula field in salesforce matrix report

by Idella Jones Published 2 years ago Updated 2 years ago

1) You can't sort values within a formula field, you'll need to use apex code. 2) However if you wanted your formula field that contained a number to itself be text sorted in a report here is how you can do that: In order to properly sort numbers you need to ensure they are padded. Example if you try to text sort 1,2,10 it will show up as 1,10,2.

Full Answer

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)

What are formulas in Salesforce reports?

Formulas are a valuable tool within Salesforce to help with calculating values. You have probably created formula fields on your objects, but did you know that you can also use formulas within reports? Well, you can, and they can add tremendous value. Let’s start by taking a look at the two different types of report formulas.

How do I add a formula to a summary or matrix?

To add a new formula to a summary or matrix report, double-click Add Formula. Once you define it and click OK, it's automatically added to the preview as a column for summary reports, and a summary field for matrix reports. With joined reports, you can add either a cross-block or a standard custom summary formula.

How do I add a formula to a report?

Reports have two kinds of formulas: custom summary formulas and formula fields. To add a new formula to a summary or matrix report, double-click Add Formula. Once you define it and click OK, it's automatically added to the preview as a column for summary reports, and a summary field for matrix reports.

How do I sort a matrix report 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.

Can we sort Formula field in Salesforce?

1) You can't sort values within a formula field, you'll need to use apex code.

How do I sort a column in Salesforce report?

Required EditionsClick 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 I sort a field in Salesforce?

Required Editions and User PermissionsOpen the list view.Click the header for the field column you want to sort by. An arrow appears indicating how the list is sorted: from the column's first record ( ) (alphanumerically) or its last ( ).

How do I sort two columns in a 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.

Can you sort multiple columns in Salesforce report?

It is currently impossible to make a report that is ordered by several columns. It is surprising that a tool like Salesforce does not allow this functionality.

How do I sort a grand total in Salesforce report?

You can put the report onto a dashboard and then edit the dashboard component and sort by the total.

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.

Can we sort a list in Salesforce?

You can sort list elements and the sort order depends on the data type of the elements. Using the List. sort method, you can sort elements in a list.

How do I sort in SOQL?

The sort order depends on your user locale setting. For English locales, SOQL uses the UTF-8 values of the uppercase character to create a sort order. In other words, sorting for English locales is case insensitive. For non-English locales, SOQL uses a pre-defined order that is natural for the locale specified.

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