custom sorting and grouping

3 posts, 0 answers
  1. Michael
    Michael avatar
    2 posts
    Member since:
    Jan 2016

    Posted 12 Jan 2016 Link to this post

    Just started out with the reporting tool and have a few questions I can't seem to find.

     1. Is it possible to group by a field's values? Ex. I have a field Fields.Products, and I want to sum the cost of the products that fall under fruits.\

    2. Is it possible to specify the order the column group appears in? Ex. meats | fruits | vegetables. I realize I can do ascending/descending but neither of those is what I want.

  2. Michael
    Michael avatar
    2 posts
    Member since:
    Jan 2016

    Posted 13 Jan 2016 in reply to Michael Link to this post

    Update, for 1. I ended up adding a calculated field with a custom function. Will see what I can do with the sorting next
  3. Stef
    Stef avatar
    3611 posts

    Posted 15 Jan 2016 Link to this post

    Hello Michael,

    Depending on how data is visualized in the report (what data items are used), you can add a group and then use aggregate functions in expression of items in the GroupHeader/FooterSection. These aggregate functions will be calculated based on the group's data scope - Expression scope. You can also use the built-in Data functions to execute and expression within a parent data scope.

    To specify the sort direction, you can use the data item's Sorting or the group's Sorting (check the Group Explorer in Extended mode). In case data cannot be sorted by standard criteria like alphabetical order or number order, you can add other field in the data next to each record, which specifies the order. Then use that field for sorting in the report.

    Let us know if you have any further questions.

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