Is there a way to sort a report based on the summarized row data?

Danielle_Melendez

I'm trying to aggregate our team data by state. We have sheets created by year, which track each of our completed transactions, including the location of the transaction. I created a report to then group transactions by which state they were completed in, and have the report sum the SF and Total Consideration (see screenshot). But I can't then sort the report by those numbers to show where our greatest level of activity is. Ideally I'd be able to sort this by either of those two metrics and then pull the top 5 or 10 into a dashboard. Am I missing something? Is there a better way to achieve this?

This is still in a pilot process, I'm only using two sheets right now as I work out the kinks. Trying to figure out if I'm approaching this correctly!

Humashankar

Hi @Danielle_Melendez - What a great find on the workflow of Summarized row data -

We cannot directly sort a report based on summarized row data within the report itself at this time, with some manual steps you can perform some play around.

Please let me know if you are interested to develop one ?

Hope this helps - Happy to help further!!

Thank you very much and have a great one!

Warm regards

Danielle_Melendez

@Humashankar I'd be very interested to learn the work around for this. Let me know what you recommend to move forward! Thank you!

Rebecca R

@Humashankar I too would like to learn the workaround for a situation like this.