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Change the order of Summary report Columns

  • 1.  Change the order of Summary report Columns

    Posted 03-23-2018 16:16
    I have created a summary report with work status as the column heading and the report works fine but the headings are in alpha order by default.
     I would like to change the order so that the columns from left to right reflect the order the work is completed (Initiated, Scheduled, In Process then Completed) the data is loaded from a connected source so it is read only


  • 2.  RE: Change the order of Summary report Columns

    Silver
    Contributor
    Posted 03-23-2018 17:53

    I'm not certain there is a way to force the order of [Status] values to be alphabetical. Can you make a formula text field that reads the [Status] field and places a number in front of the value?

    [Status_]

    if(

    [Status]="Initiated","1-Initiated",

    [Status]="Scheduled","2-Scheduled",

    [Status]="In Process","3-In Process",

    [Status]="Completed","4-Completed",""

    )

    Make a duplicate summary report and try this to see if the aesthetics of the leading number is appealing. Change the summary column to this formula [Status_] field.




  • 3.  RE: Change the order of Summary report Columns

    Posted 03-23-2018 20:17
    Hi Eric,

    This is a constant annoyance for me. A quick trick would be to add some kind of storing code to your statuses like:

    A - Initiated
    B - Scheduled
    C - In Process
    D - Completed

    I know not ideal, but it works well with the sorting esp in summaries. Hope that helps!


  • 4.  RE: Change the order of Summary report Columns

    Posted 07-30-2018 17:31
    Not sure this will work for you since you state the data is from a connected source. Just a thought. If the Work Status field is a Multi-Choice field type and you have defined a list for user to select from, then change the order of the items in your list and choose to "display choices in the order shown here".