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Atoti UI provides the ability to sort your data by a chosen hierarchy or measure.
The ability to sort data relies on a series of plugins. If you cannot find them in your application, contact your system administrator.

Sort a table

To sort a table:
  1. Right-click on the header of the column you want to sort.
  2. Select either Sort ascendingly or Sort descendingly from the context menu.
Once a sort has been applied, there will be an icon in the header of the sorted column. Clicking this icon will change the sort from ascending to descending, or vice versa.
Sort a
table
Pivot table and Tree table widgets have a non-breaking sort, whereas Table widgets have a breaking sort.See the Microsoft documentation to learn more about the difference between a breaking and non-breaking sort.

Sort a chart

To sort a chart:
  1. Right click anywhere on the chart.
  2. Select either Sort ascendingly or Sort descendingly from the context menu.
  3. A second menu will appear where you can select the measure or hierarchy to sort on.
Sort a
chart

Reorder members manually

The members displayed in the columns of a table widget can also be ordered manually, without sorting on a measure or a hierarchy.
  1. Click the header cell of the member to move. The cell becomes the only selected one, and a drag handle appears along its left edge.
  2. Click the cell again and hold it, drag it to the left or to the right, then drop it at the desired location. A vertical line marks where the column will land.
The measures displayed as columns can be moved the same way.
A column header cell is selected and displays a drag handle along its left
edge
A column is being dragged, and a vertical line marks where it will
land
This positions a member among its siblings, within its parent in its hierarchy:
  • A member always keeps its parent.
  • When several hierarchies are displayed on the same axis, the members of the hierarchies below stay grouped under the member of the hierarchy above they belong to. The hierarchy cannot be broken by moving such a member out of its parent.
  • Totals and subtotals cannot be moved.
Manual ordering is unavailable when the dataset is too large to be loaded at once.
Though only tables offer this drag and drop, all the widget types honor it. So, to order the members displayed by a chart, switch the widget type to Pivot table, reorder the columns, then switch the widget back to the chart.
The members displayed in the rows of a table cannot be ordered manually either. To order them, move the hierarchy from the Rows section to the Columns section of the Fields tab, reorder the columns, then move the hierarchy back to the Rows section. The rows honor the resulting order.

Remove sort

The process to remove a sort is the same for all types of widgets.
  1. Right-click anywhere on the widget to open the context menu.
  2. Select Remove sort.
Remove sort on a
table
The Remove sort menu item only appears if the widget is currently sorted or has manually ordered members. It removes both.