Sort data in tables

You can sort up to ten columns in a single table.

Prerequisites

  • You have the Insights Author license.

  • You have created a table. See Use tables as visuals for instructions.

Page location

Insights > Analyses > Click an analysis > Click a table

Procedures

Sort a single column

By default, new sorts are sorted in an ascending order. If you select a new column to sort by, the previous sort order is overridden.

There are three ways that you can sort a single column.

Option 1: Use a column header

  1. Click the header of the column that you want to sort.
  2. In the Sort by section, hover over the field that is currently listed and select the field that you want to sort by.

Option 2: Use the Sort visual menu

  1. Click Sort visual in the upper-right corner of the table. The Sort visual window opens.

  2. Select the field you want to sort by from the Sort by drop-down list.
  3. Select Ascending or Descending.
  4. Click Apply.

Option 3: Use a field well

  1. In the Visuals panel > Group By field wells, click the three dots on the data field that you want to sort by.
  2. Hover over Sort by and select the field name.

Sort by multiple columns

  1. Click Sort visual in the upper-right corner of the table. The Sort visual window opens.

  2. Select the first field that you want to sort by from the Sort by drop-down list.
  3. Click Add Sort.
  4. Select the second field that you want to sort by from the Then by drop-down list. You can add up to ten sorts to a table.
  5. Click Apply. Columns are sorted in the order that you added them.

Sort the table by a field that does not appear in the table

An off-visual sort sorts the values in a table by a field and aggregation that is a part of the dataset that the table uses but not in one of the table's field wells. You can configure one off-visual sort to a single table at a time.

  1. Click any column header in the table.

  2. In the Sort by section, hover over the field that is currently listed and select Off-visual field. The Off-visual field panel opens.

  3. Select the field that you want to sort by from the Sort by drop-down list.
  4. Select the aggregation you want to use from the Aggregation drop-down list.
  5. In the Sort order section, select Ascending or Descending.
  6. Click Apply. The table updates, and if you click Sort visual, the sort appears in the Sort visual window.

If you add an off-visual sort to a table that already has a single or multi-column sort, the off-visual sort overrides all other sorts. If you apply the off-visual sort first, you can add and reorder more sorts to the table.

Revert a table to its original state

  1. Click Sort visual in the upper-right corner of the table. The Sort visual window opens.

  2. Click Reset.

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