1 2 Previous Next 15 Replies Latest reply on Mar 30, 2016 3:18 PM by Patrick Van Der Hyde

# Display Sort option on Dashboard

Hello Everyone,

I created a simple view using some fields which looks like the below pic:

I was wondering if there was a way to display the sorting option right next to the field itself ?

Currently I have to right click a field to view the sort option.

Is something like this possible ??

I have attached the workbook also(Version 9.0).

Thanks,

Jesse

• ###### 1. Re: Display Sort option on Dashboard

Hi Jesse-

Give this a look.

You can't sort those aggregated discrete fields using the header options.

I created two parameters, 1 to identify the field to sort field and one to identify asc,desc.

Sort Program by

Sort

IF [asc/desc] = "asc"

THEN

IF [Sory by] = 1 THEN FLOAT([End Date])

ELSEIF [Sory by] = 2 THEN [Duration (Months)]

ELSEIF [Sory by] = 3 THEN [Percent Complete]

ELSEIF [Sory by] = 4 THEN [Actual Cost]

ELSEIF [Sory by] = 5 THEN[Budget Costs]

END

ELSE

IF [Sory by] = 1 THEN FLOAT([End Date])*-1

ELSEIF [Sory by] = 2 THEN [Duration (Months)]*-1

ELSEIF [Sory by] = 3 THEN [Percent Complete]*-1

ELSEIF [Sory by] = 4 THEN [Actual Cost]*-1

ELSEIF [Sory by] = 5 THEN[Budget Costs]*-1

END

END

I also floated a blank text box over the headers so no one can click the header sort options that do appear (i.e. End Date)

9.0 Attached.

2 of 2 people found this helpful
• ###### 2. Re: Display Sort option on Dashboard

That's a great solution to the problem I was having. Is there a way to add the Program/Project name also to the sort box so I can sort it alphabetically in either ascending or descending order ??

Regards,

Jesse

• ###### 3. Re: Display Sort option on Dashboard

Jesse,

do mind take a look at my question?

• ###### 5. Re: Display Sort option on Dashboard

I didn't coverup the header to use the built in option to do that, but it you do it breaks the other sort.  I can't think of a good way right now.  The other sort by fields are all numbers and the have to match the same type.

• ###### 6. Re: Display Sort option on Dashboard

Can you take a look at my question:

• ###### 7. Re: Display Sort option on Dashboard

fix the Sort parameter for Sory by to include program/Project

Change Sort to:

IF [Sory by] = 1 THEN rank(sum(float([End Date])),[asc/desc])

ELSEIF [Sory by] = 2 THEN rank(min([Duration (Months)]),[asc/desc])

ELSEIF [Sory by] = 3 THEN rank(sum([Percent Complete]),[asc/desc])

ELSEIF [Sory by] = 4 THEN rank(sum([Actual Cost]),[asc/desc])

ELSEIF [Sory by] = 5 THEN rank(sum([Budget Costs]),[asc/desc])

ELSEIF [Sory by] = 6 THEN rank(attr([Program/Project]),[asc/desc])

END

Then add this to the Rows shelf as a Discrete value to the most left column

This solution utilizes the Rank function with the asc and desc option from the other parameter.

Patrick

2 of 2 people found this helpful
• ###### 8. Re: Display Sort option on Dashboard

If I get some time - that one is not a quick answer.

• ###### 9. Re: Display Sort option on Dashboard

Hi All,

The solution seems like lot's of work which is not good from design and maintenance perspective. Not worth the efforts.

Tableau should have this basic feature in future.

OBIEE has this sorting available alongside the column header by default and is very convenient.

Thanks,

Manohar Rana

• ###### 10. Re: Display Sort option on Dashboard

Patrick Van Der Hyde great solution!

People forget you can inject a parameter into these calcs. Makes sorting much easier!

Regards,

Rody

• ###### 11. Re: Display Sort option on Dashboard

Hello Manohar,

Tableau gives you the ability to easily sort when dealing with a specific Dim/Measure.

The "complexity" comes from giving the end user the ability to change sorts dynamically given a specific dim (Where each Dim is being sorted on a different measure/aggregation). In which case we have write logic to handle those situations. I'd imagine this is true of many tools (And in software development).

Once the calculation is built, no maintenance should be required, as the values of the Parameters don't change, and the aggregations happen on demand (Either through the initial rendering of the viz, or when a user switches parameter options). As far as "Design", that is really up to the one creating the viz.

Regards,

Rody

1 of 1 people found this helpful
• ###### 12. Re: Display Sort option on Dashboard

Hi Patrick,

Thanks a lot for your help!!

Regards,

Jesse

• ###### 13. Re: Display Sort option on Dashboard

You are welcome.   I went ahead and marked my post correct based on your response.

Patrick

• ###### 14. Re: Display Sort option on Dashboard

I am sorry I got caught up with work but yes that was the correct answer I was looking for.

Regards,

Jesse

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