You can sort a widget based on the variables present in the chart. The default sorting of the chart is with respect to the first categorical variable used while plotting the chart. By default, this sorting is in the Descending order.
For default sorting, preference is always given to a categorical variable. If no categorical variable is used to plot the widget, the first numerical variable selected to plot the widget is used for default sorting.
For charts with legend, if you select a feature as a Legend, the numerical variable plotted on the Y-axis is not available for sorting.
For charts without legend, the numerical variable plotted on the Y-axis is available for sorting.
Sorting can be applied to the following charts/widgets: Column chart, Pie chart, Area chart, Line Chart, Donut chart, Bar chart, Boxplot chart, Stacked column chart, Stacked bar chart, Stacked area chart, Table, Cross Table, Waterfall chart, Combination chart, and Sparkline chart.
To apply advance sort on the data in a widget, create charts as required on the dashboard page. Refer to Creating Charts using Widgets.
For example, we plot a Column Chart for Quantity Count by Region, Category, and Segment in a Sales dataset.
The chart is sorted by default with respect to the Region variable in the Descending order.
Next,
The Advance Sorting window is displayed. You observe that,
The table below describes the various fields and icons present on the Advance Sorting window.
Field/Icon | Variable Behavior | Description |
---|---|---|
Add | This field allows you to add a new variable/feature to the sorting list. |
|
The Move Up arrow allows you to move the variable one place up in the order. | This option is disabled for the variable present at the top of the list. | |
The Move Down arrow you to move the variable one place down in the order. | This option is disabled for the variable present at the bottom of the list. | |
The At Top arrow you to move the variable to the top of the order. | This option is disabled for the variable present at the top of the list. | |
The At Bottom arrow you to move the variable to the bottom of the order. | This option is disabled for the variable present at the bottom of the list. | |
The Delete icon allows you to remove a variable from the list. | You can remove only one variable at a time using this icon. | |
Remove All | This option allows you to remove all variable selections from the list at the same time. | After you click Remove All, the default variable and selection and the specified order are retained. |
Close | This option allows you to cancel the selection process and close the window. | When you click Close, the earlier sorting selection or default selection is retained, and you are navigated to the dashboard page. |
Apply | This option allows you to apply the variable and order selection, in the specified order, on the widget. | When you click Apply, the Advance Sort window disappears, and you are navigated to the dashboard page. |
Scenario 1:
All the variables are selected for sorting. The sequence of variables and the order of sorting for each variable are shown below.
According to the sequence, the Column Chart is sorted first by Region in the Descending order, then by Category, and finally by Segment, both in the Ascending order.
Scenario 2:
All the variables are selected for sorting. The sequence of variables and the order of sorting for each variable are shown below.
According to the sequence, the Column Chart is sorted first by Category, then by Segment, and finally by Region, all in Ascending order.
Scenario 3:
Consider that the Advance Sorting selection is as shown below.