Sorting in Report

Daniel Miller PMP · 07/29/24

I am trying to create a dashboard widget to show Risks in order (High, Medium, Low) but in the report, it does not let me sort it that order. I tried to create a helper column in the underlying sheet using 1 for High, 2 for Medium, and 3 for Low however even when I group, sort, or summary count off these, I am unable to get the report in the H, M,, L order in the widget with that order and legend details

. Any suggestions?

Paul Newcome · 07/30/24

If you are only pulling in from a single sheet and you want it in that specific order without the numbers as part of the labels, you will need to use a separate sheet with formulas containing cross sheet references instead of a report.

=COUNTIFS({Source Sheet Rating Column}, @cell = "High")

WyattMartinDale · 07/29/24

hey daniel,

I think your best bet would be to change your Rating column to be 01 - High, 02 - Medium, 03 - Low and then the sort would work as your are looking for. Alternatively you could use a helper column and use an if statement to say if rating is High then 1, if rating is Medium then 2, If rating is low then 3 and then sort based on the helper column instead of the rating.

James Cote · 07/29/24

Hi @DanielMiller -

Sorting will only change the order that the rows appear in within a group, not the order of the groups.

Looking at this, I can think of two options:

Set the report to group by the 'Rating - Helper' column (although I can see how this wouldn't be ideal).
My go to in situations like this would be to make your 'Rating' column drop down options: "1 - High", "2 - Medium", and "3 - Low". This will allow them to still sort alphabetically and still appear in the right order. You then wouldn't need the helper column.

Hopefully that is helpful!

-James C.

Daniel Miller PMP · 07/29/24

Thanks James & Wyatt. Is there a way to have it show only High, Medium, Low on the Dashboard without the number in front, (whether I use a helper column or not)?

Paul Newcome · 07/30/24

If you are only pulling in from a single sheet and you want it in that specific order without the numbers as part of the labels, you will need to use a separate sheet with formulas containing cross sheet references instead of a report.

=COUNTIFS({Source Sheet Rating Column}, @cell = "High")

Daniel Miller PMP · 07/30/24

https://community.smartsheet.com/discussion/comment/446941#Comment_446941

Thanks Paul, much appreciated!

Paul Newcome · 07/30/24

Happy to help. 👍️

Sorting in Report

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