Sorting by Grouped Status with a custom order

KristelMarie

I'm working on a report that has the usual project status "On track, Paused, On hold, In Queue, Delayed Start" etc… I currently have a list of the project name as a line item, then grouped by applicable status. That said, when "sorting", it doesn't give me the option to see which goes at the top or at the bottom, and therefore the dashboard also mimics this order.

How do I do it or what should I do so that it appears in the right order?
Done being at the end — Off track, At Risk, Delayed Start, On Hold, In Queue, Done

Pauline J

Helllo @KristelMarie It sounds like this would be a good candidate for a helper field. What if you create a column and enter a numeric value to each status, in the order in which you want them to sort.

1 Off track
2 At Risk
3 Delayed Start
4 On Hold
5 In Queue
6 Done

Then you can sort by the helper field and get them to arrange in the order you desire. You can also create a lookup table with the 6 status items, and use a formula to auto-populate your column. 😊

I hope that helps!