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will_robins
Helper ⭐️
August 26, 2016
New Idea

Ordering of Field Values in Report Builder

  • August 26, 2016
  • 15 replies
  • 291 views
I love the new Custom Colors option in report builder. I think its a big step forward!

It would be stellar if we could also select a custom ordering for field values (eg select the order they'd be displayed in a stacked column or on the X-axis). For example, we have a field with values "Green", "Lime", "Yellow", "Orange", and "Red". I'd love if I could customize the ordering of field values so they actually appear in that order in a stacked column. Currently, they display as G/L/O/R/Y

I have a similar example for our customer segments. I'd love to be able to display the field values in a High tough to low touch progression, instead of a scattered progression based on the alphabetical order.

    15 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    August 29, 2016
    Love this suggestion - big +1 on this one!
    VP of Customer Success at Forcepoint
    gaurav_kotak
    Expert ⭐️
    August 30, 2016
    P.S. Good idea, and I agree seems like a logical extension of custom colors for values. Thanks for positive feedback on that.
    steve_davis
    Gainsight Employee ⭐️⭐️
    November 3, 2017
    I have a customer who is reporting that due to sorting numerical values are going.... 1, 10, 2, 3, 4...... Giving the ability to change the legend order would solve this problem. 
    steven_doty
    Contributor ⭐️⭐️⭐️
    November 3, 2017
    I'm one of the customers with this issue. Dragging to reorder would be a good solution, or having more sort options at all would help. In this particular case it's actually the Answer Name column on a Gainsight survey dataspace so it's i think a text field with numbers in it. I think a nice solution to resolve this specific case might be the ability to pull in the answer scoring value as the sorted field and display the answer name on the graph, but that would not work for most use cases.
    idupulapati_tharuni_sai
    Contributor ⭐️⭐️
    November 16, 2017
    Hi Steve,

    We have already taken alphabetical ordering of legends into consideration for17'Winter release. Will update here about the custom order at a later point in time.

    Thanks,
    Tharuni.
    lesliediephuis
    Contributor ⭐️⭐️⭐️
    February 1, 2018
    Any update on this one?
    idupulapati_tharuni_sai
    Contributor ⭐️⭐️
    February 5, 2018
    Shipped this feature as part of Winter release. Now legends should display in alphabetical order.
    FYI, If legend having first character  as a number or alphabet, first legends with number as first character will be sorted and then followed by legends having alphabet as first character.
    prithvi_vihari
    Helper ⭐️
    February 7, 2019
    Hi,

    I have a customer having the same issue as Steve did. Ordering of Numbers( scores from NPS Survey). In case we are treating them as a String it would defeat the purpose of Ordering. Kindly consider treating Ordering of Fields with Number type. Thanks.

    nicole_hackbarth
    Contributor ⭐️⭐️
    February 7, 2019
    I am encountering this issue presently. The ordering of numbers does not appear to be taken into account and this is problematic when utilizing the report visualizations.

    Contributor ⭐️
    March 21, 2019
    Would still be great to be able to manuall reorder, either on a report or dashboard. . For example, I am creating Scorecard reports. I wold like to be able to re-order the report to mimic the scorecard and its component measures to help avoid confusion among users