Hello,
Unfortunately, the bar charts in reports and dashlets are sorted alphabetically.
Is there a trick to sort them by bar size?
Any tips or workarounds would be greatly appreciated!
Thanks
Steffen
Hello,
Unfortunately, the bar charts in reports and dashlets are sorted alphabetically.
Is there a trick to sort them by bar size?
Any tips or workarounds would be greatly appreciated!
Thanks
Steffen
Hi Steffen,
Since sorting bars is a kind of post-processing of reported data, we would consider three options to deliver the expected:
- code - provision of a custom dashlet developed by our team
- nocode - preparing values using calcfields or LogicBuilder flowcharts (the choice depends on the complexity of the calculation) rather then calculating with reports, and then setting a sorting order based on the calculated values prior to using out-of-the-box report dashlets to visualize the results - ensuring the bars appear in the desired order
- other tool - using BI tools instead of out-of-the-box reporting
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Hello Steffen Scheid ,
If I understand the scenario correctly, on this exact dashlet you need to go to to the Dashlet Options:
And in the Chart Primary Sort Order, choose, Count
This will sort the Chart by Bar Size as it represents the number of Accounts of each Country.
I am not sure that this will work for all the scenarios you have, but I am confident that it will work for the example that you've shared.
Let us know if this helps.
Cheers,
André
hi Andre Serrazina
Amazing! it works for dashlets! thank you
Do you know if there any option to achieve similar ordering in the report chart view?
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Hi Dmytro Chupylka ,
This functionality is currently only supported at the Dashlet level. At the moment, Sugar does not provide a way to achieve this directly within the Chart view.
We have documented the following idea for this feature:
Idea #74189 ( portal.sugarondemand.com/ )
I believe that on this topic the approach to implement it should bea customisation in line of what you've share perviously.
Cheers,
André
Thank you very much, Andre Serrazina ! That works very well.
Once our update to Enterprise 25.1 is complete, we will be able to significantly improve our dashboards with the new global filters.
Thanks again and all the best.
Steffen
Thank you very much, Dmytro Chupylka .
With Andre's tip, I was able to implement it very easily.
All the best!
Steffen
You can, by using the appropriate field and sort option
.
CRM Business Consultant
Vincent Amari aha, works for Summation type of reports.. thank you!
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient