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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

    HollySimmons
    Helper ⭐️
    March 9, 2020

    Would really like to have the ability to set a custom order for some fields, for example stages. We have had to a) b) c) etc in front of them so they show on the charts in logical order but this looks ugly elsewhere (e.g. 360). 

     

     

    Jef Vanlaer
    Helper ⭐️⭐️⭐️
    November 25, 2020

    Would also love to reorder Red/Green/Amber on a Scorecard Habits stacked column report to Red/Amber/Green. Additionally, the example on stages above also applies to us.

    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    November 27, 2020

    Hi All,

    One question: 

    Typically when you want this custom ordering, is this order present elsewhere? Example: Picklist(Dropdown) values or with scorecards (scores), etc.

    Jef Vanlaer
    Helper ⭐️⭐️⭐️
    November 30, 2020

    @rakesh For the scorecard use cases, the order would be based on the scorecard settings, as the labels correspond to the numeric ranges.

     

    It seems like picklists support (re-)ordering of items, so honouring the order of the picklist items could help in specific cases as well.

    Helper ⭐️
    July 27, 2021

    Hello Everyone,

    Happy to announce that your request has been considered and implemented in the Horizon Analytics in both SFDC & NXT versions. Admins can now use Custom Color option to change colors for specific field values under a source object..

    Thanks for posting!