Note: Pie, Table, Extended Tables, Crosstabs, Maps, Box & Whiskers, and Word Cloud Chart types do not support the Sorting function.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission or Data Management to sort a Chart.

Related Information/Setup

To add styles to your Chart, please see the link below:

• • Adding Styles to a Chart

please see the corresponding articles below for Information on Adding a Chart Type not covered by these instructions. 

• • Adding a Chart to a Dashboard
  • Adding a Multi-Series Chart to a Dashboard
  • Adding a Combo Chart to a Dashboard
  • Adding a Table to a Dashboard
  • Adding a Crosstab to a Dashboard
  • Adding a Heatmap to a Dashboard
  • Adding a Map to a Dashboard
  • Adding a Box and Whiskers Chart to a Dashboard

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Administrator Settings Menu

3. From the Admin Overview screen, click on the Dashboard Builder tile under the Views section.

Dashboard Builder Tile

4. From the Dashboard Builder screen, click on a Dashboard Name.

Dashboard Name

5. From the Dashboard screen, to access the Chart screen, click on the Add Chart button.

Add Chart Button

6. Or click on the More Options icon on an existing Chart View.

More Options Icon

7. Select the Edit option from the More Options dropdown menu.

Edit Option

Sorting a Chart Using a Category or Value

1. Click the More Options icon in the Category field at the top of the Chart.

More Options Icon

2. The More Options icon gives the user more control over how the Category and Value functions:

• • Category
    • Text, Numeric, and Date Values:
      • Sort Ascending: Sort the data values in an Ascending Order (first-to-last or smallest-to-largest).
      • Sort Descending: Sort the data values in a Descending Order (last-to-first or largest-to-smallest).
  • Value
    • Text, Numeric, and Date Values:
      • Sort Ascending: Sort the data values in an Ascending Order (first-to-last or smallest-to-largest).
      • Sort Descending: Sort the data values in a Descending Order (last-to-first or largest-to-smallest).

Sorting a Chart Through the Sorting Panel

Sorting a Chart through the Sorting Panel is the only location a user can sort the Chart by Other Columns.

1. From the Chart screen, click on the Sorting panel on the Configuration panel.

Sorting Panel

2. Select the Sort by dropdown menu and choose a data value Column.

• • Chart Columns: Select a data value Column that is used as a Category or Value on the Chart.
  • Other Columns: Select a data value Column that is not currently used as a Category or Value on the Chart.

Sort By Dropdown Menu

3. After selecting a sorting Column, select a Sorting Method by clicking on one of the corresponding buttons:

• • A to Z: The A to Z button sorts the data values on the Chart by the Column selected from the Sort by dropdown menu in ascending order.
  • Z to A: The Z to A button sorts the data values on the Chart by the Column selected from the Sort by dropdown menu in descending order.

Sorting Method Buttons

4. If an aggregated (numerical) Column is selected from the Sort by dropdown menu, an Aggregation dropdown menu will appear under the Sort by dropdown menu.

Aggregation Dropdown

5. Select an aggregation type from the Aggregation dropdown menu:

• • Sum: The Sum type adds values together.
  • Average: The Average type is a single value that represents a larger set of values, which is the sum of the numbers divided by the number of digits in the Data Set.
  • Median: The Median type is the middle value of a Data Set.
  • Count: The Count type finds the number of values in a finite Date Set.
  • Distinct Count: The Distinct Count finds specific values within a Data Set.
  • Minimum: The Minimum type determines the smallest number in the Data Set.
  • Maximum: The Maximum type determines the largest number in the Data Set.

6. After selecting a sorting Column, select a Sorting Method by clicking on one of the corresponding buttons:

• • Descending: The Descending button sorts the data values on the Chart by the Column selected from the Sort by dropdown menu in descending (largest to smallest) order.
  • Ascending: The Ascending button sorts the data values on the Chart by the Column selected from the Sort by dropdown menu in ascending (smallest to largest) order.

Sorting Method Buttons