Custom Legend order on a Pie Chart in a Dashboard

Scott Engquist

Does anyone know how to create a custom order for the Legend that is shown on a Pie Chart?

I need it to be in this order:

Close

Execute

Plan

Initiate

On Hold

I know the order is based on the underlying report but I can't figure out how to customize the order. It only does ascending/descending.

Any ideas would be greatly appreciated!

Paul Newcome

You could create a metrics sheet, manually enter the stages in the order you want, then use a COUNTIFS with a cross sheet reference to get your counts.

Scott Engquist

Thanks you for your answer.

Are you saying to create a Metrics sheet that references the Report and does the countif and then right another report against the Metrics sheet to create the Pie Chart?

Paul Newcome

No. Your metrics sheet would reference the source data. You can then reference the metrics sheet directly to create the pie chart.

The metrics sheet replaces the report.

Scott Engquist

Thanks for your patience...I misunderstood.

I am sourcing data from a variable number of sources and gathering and sorting the Stage value from each in a report. Is there a way to reference multiple sources in a Metrics sheet?

Thanks again!

Paul Newcome

You would heave to set up cross sheet references/formulas for each of your sources and then add them all together.

The other option would be to go into each sheet and update the statuses so that they are numbered or labeled in the order you want such as

1. Close or A. Close
2. Execute or B. Execute
3. Plan or C. Plan
4. Initiate or E. Initiate
5. On Hold or F. On Hold

Or something to that effect so that the statuses are preceded by something that will allow you to sort them in the order that you want.

Scott Engquist

Okay thanks for the suggestions Paul. I'll try those.

Paul Newcome

Happy to help. 👍️

Joe Varghese

This would really be a great feature enhancement .. we may need to switch to another platform as Smartsheet reports is unable to do simple things like this :(