Sorting and Hiding Data

Objectives

After completing this lesson, you will be able to:

  • Sort data
  • Hide data

Sort Orders

You can apply sorts to the values displayed in tables, sections and charts to organize the order in which values are displayed in a report.

By default, the sort starts from the first column.

When you perform sorts, the following sort orders are available:

Sort OrderDescription
DefaultA default sort order is sometimes referred to as the natural order.

Depending on the type of data in the column or row, the results are sorted as follows:

  • Numerical order for numeric data
  • Chronological order for dates
  • Alphabetical order for alphanumeric data
AscendingWhen selected, the results are arranged in ascending order with the smallest value at the top of the column and the highest value at the bottom. For example, 100, 200, and 300 or California, Colorado, and Florida.
DescendingWhen selected, the results are arranged in descending order with the highest value at the top of the column and the smallest value at the bottom. For example, 300, 200, and 100 or Florida, Colorado, and California.
CustomWith a Custom sort, you define your own sort order.

Apply the sort to be ascending or descending on columns or rows. An ascending or descending sort impacts only the table in which you apply the sort and is independent of sorts applied to other tables.

However, Custom sorts are applied to an object. As a result, all tables in the document that use the object inherit the custom sort. Applying a custom sort sorts the data in the data provider, not just in the table.

You can add a temporary value, which does not exist in the database to your document and then include the value in your custom sort.

For example, you can add a month 13 to your document for adjustment purposes, even if the value does not exist in the database.

Alternatively, you can anticipate the addition of a new store to the database. Before the new store name exists in the database, you can add the value as a temporary value and use the new value as a placeholder for the design of your documents.

The order of non-measure objects in a table initially controls the way the data is sorted or grouped in the report.

Uses of Various Sort Orders

The sort feature allows you to format data in ascending or descending order. For example, in a table that shows State, Year, and Sales revenue, you can apply an ascending sort on Year and a descending sort on Sales revenue. The table displays the years in chronological order and within each Year, the Sales revenue displays in descending order.

A default sort uses one of the predefined sort orders described in the table, such as ascending or descending. For example, to sort your sales revenue data so that the state with the highest sales revenue for each year appears first in the group, apply the default descending sort order on Sales revenue.

Custom sorts allow you to define your own order for the data displayed in a report. For example, you can apply a custom sort to display the eFashion month names in chronological order.

Complex Sorting

Complex sorting allows users to display data in more ways than simple sorting does. With complex sorting, you can create custom sort orders or set sort order priorities.

Hidden Data

Sometimes, tables or specific rows and columns either do not display values or they display values insignificant to the report user. However, as a report designer, they are valuable to you in presenting data accurately.

For example, when your organization stops selling a product, the table, rows, or columns for the product will be missing sales revenue data. By default, Web Intelligence displays the empty table, rows, or columns. You can choose to display or hide the table, rows, or columns that contain no data. You can also display or hide a table based on the results of a formula.

You can also show or hide a dimension. For example, the Month object in the eFashion database provides the number of the month, but the report users prefer to view this as the Month name. You can display the Month value to use an ascending sort on the number of the month, and then hide the month because it distracts the report users.

To Hide or Show Tables

Steps

  1. In theDesign mode, choose the table.

  2. Click the Side panel.

  3. In the Format pane, select the Display tab.

  4. In the Hide section, configure the following options:

Result

OptionWhen selected
Hide alwaysThe table is always hidden.
Hide when emptyThe table is hidden when there's no data.
Hide when formula is trueThe table is hidden when the formula you create is true. To hide the table when the formula is true, select and type a formula in the box.

Shown and Hidden Dimensions and Measures in Tables

Depending on the type of table you are using, you can hide or show dimensions and measures in columns or rows.

To Hide Dimensions and Measures in Tables

Steps

  1. In the Design mode, select the table column containing the dimension or measure you want to hide.

  2. Right-click a dimension or a measure and select HideHide Column.

To Show Dimensions and Measures in Tables

Steps

  1. In the Design mode, choose the table containing a hidden dimension or measure.

  2. Click the Side panel.

  3. In the Report element data pane, select the Feeding tab.

  4. In the Data Assignment section, select the hidden dimension or measure.

  5. Select More optionsShow.

Conditionally Shown and Hidden Measures and Dimensions Values in Tables

Depending on the type of table you are using, you can conditionally hide or show measures or dimensions values in columns or rows.

To Conditionally Show and Hide Measures and Dimensions Values in Tables

Steps

  1. In the Design mode, choose the table.

  2. Click the Side panel.

  3. In the Format pane, select the Display Settings tab.

  4. In the Columns and Rows section, configure the following options:

    • For form, cross, and vertical tables:
      OptionWhen selectedWhen deselected
      Show rows with empty measure valuesRows are displayed in the table, even if they don't contain values.Rows are hidden if they don't contain values.
      Show rows with empty dimension valuesRows are displayed in the table, even if they don't contain values.Rows are hidden if they don't contain any values.
      Shows rows for which all measure values = 0Even if the measure value is 0 in all cells of the row, the row still appears in the table.If the measure value is 0 in all cells, the row doesn't appear in the table.
      Shows rows for which the sum of measure values = 0Even if the sum of measure value is 0 in the row, the row still appears in the table.If the sum of the measure value is 0 in all cells, the row doesn't appear in the table.
    • For horizontal and cross tables:
      OptionWhen selectedWhen deselected
      Show columns with empty measure valuesColumns are displayed in the table, even if they don't contain values.Columns are hidden if they don't contain values.
      Show columns with empty dimension valuesColumns are displayed in the table, even if they don't contain values.Columns are hidden if they don't contain any values.
      Shows columns for which all measure values = 0Even if the measure value is 0 in all cells of the column, the column still appears in the table.If the measure value is 0 in all cells of the column, the column doesn't appear in the table.
      Shows columns for which the sum of measure values = 0Even if the sum of measure value is 0 in the column, the column still appears in the table.If the sum of the measure value is 0 for the column, the column doesn't appear in the table.

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