Change the order of Summary report Columns

  • 0
  • 1
  • Question
  • Updated 4 months ago
  • Acknowledged
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
Photo of Eric Turrentine

Eric Turrentine

  • 490 Points 250 badge 2x thumb
  • befuddled

Posted 9 months ago

  • 0
  • 1
Photo of Chris

Chris, Champion

  • 4,390 Points 4k badge 2x thumb

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.


Photo of Charlie

Charlie

  • 294 Points 250 badge 2x thumb
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!
Photo of Ruby Kapil

Ruby Kapil

  • 880 Points 500 badge 2x thumb
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".