Find Top Value projects and Sort

Gaurav Chauhan
Gaurav Chauhan ✭✭✭✭✭✭
edited 06/20/22 in Formulas and Functions

Hi , Can you please help.

I have the "data set" which Project and Revenue.

The requirement is

a. To automate where top 3 projects by revenue can get populate and

b. then get sorted by revenue value

At this time, I am typing the project names manually and then doing Index(Collect) the Revenue by project name




Answers

  • Hi @Gaurav Chauhan

    I have something similar set up with my own sheet! What I did was add a helper column to Rank by the number column, e.g:

    =RANKEQ(Revenue@row, Revenue:Revenue, 0)

    See: RANKEQ Function

    Then you can use a Report to Filter by 1, 2, and 3 from that Rank Column, and Sort by that number so that it's in the correct order.

    This way as you make changes to the Revenue number column, the Rank will automatically adjust and the Report will only show the top 3. Let me know if this makes sense and works for you!

    Cheers,

    Genevieve

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