Columns in a query can be sorted by choosing Edit→Sorting. You can rearrange the order of the columns by selecting the column name in Available Columns and then using the up and down arrows to set the sorting order of the columns. You can toggle between ascending and descending by selecting the blue button.
Hide Duplicate Rows
You can also hide duplicate rows by choosing Edit→Hide Duplicate. When selected, duplicate rows will automatically be hidden from view. You can toggle between showing and hiding duplicate rows by selecting the checkmark next to Hide Duplicate Rows on the menu.
Note
Hiding rows is a feature that is not available when using the replicated data source.
Column Formatting
When adding columns to the query, it is possible to change the format of specific fields used in it. You can change the format of the following:
- Date type fields (switch between Date or Date / TimeStamp)
- Text type fields that are using picklist values (switch between the Value or the ID)
You can change the format by navigating to Edit→Column Formatting.
Note
Column Formatting is only applicable to Detailed Reporting using live data.
Save Queries
As you make changes to the query by adding data, static filters, and People Scope, you can save the query at key steps. To save the query, choose File→Save.
When you save your changes, if you make unwanted changes to the query, you can revert to the previous save point by choosing File→Cancel Changes.
If you want to use the query in another report, you can export (save) the query in the query list. In the list component formatting page, choose Export and provide a name for the query. The query will appear in the query list when adding a new list report component.
