Sort Data

Use Sort to arrange rows in an analysis table by one or more fields. You can sort data in ascending order, descending order, or a custom order for text fields.

Sort Entry Points

You can access Sort from a column header or from the analysis step panel.

Entry	What You Can Do
Column header	Quickly sort the current table by the selected field.
+ > Sort	Add a Sort step and configure sorting rules.

Sort Options

FineBI Cloud supports the following sort options in analysis tables.

Sort in Ascending Order

Use Ascending when you want smaller values, earlier dates, or alphabetically earlier text values to appear first.

For example, sort Sales Date in ascending order to view the earliest sales records first.

Sort in Descending Order

Use Descending when you want larger values, later dates, or alphabetically later text values to appear first.

For example, sort Sales Date in descending order to view the latest sales records first.

Use Custom Sort

Use Custom when text values need to follow a business-defined order instead of the default alphabetical order. For example, you can set a custom sort order for weekdays, such as Sunday to Saturday.

1

Add a Sort step, select a text field, and select Custom from the sort dropdown menu.

2

Add values to the custom sort area in one of the following ways:

• Click Add All to move all available values into the right area.
• Drag values into the right area. You can use Shift or Ctrl to select multiple values.
• Click Add Sort Value and enter values manually.

3

Drag and drop values to change the display order.

4

Delete values that should not be included in the custom sequence.

5

Select OK. The field values are sorted by the custom sequence.

Add Multiple Sorting Rules

Use multiple sorting rules when one field is not enough to determine the final row order. FineBI Cloud applies sorting rules in order from top to bottom.

For example, after you use Summary by Category on Contract Fact to set Contract Signing Time to YYYY-MM granularity and summarize Contract Amount, you can sort Contract Signing Time in ascending order and then sort Contract Amount in descending order.

Reorder Sorting Rules

When multiple sorting rules are configured, you can drag the handle on the right side of a rule to reorder the rule.

Copy or Delete Sorting Rules

You can copy sorting rules and paste them into another sort configuration, for example, a sort setting in another analysis table or chart.

To manage multiple rules at once, select Batch, and then copy or delete the selected rules.

Standalone Sort Step

Standalone Sort steps are unapplied by default and cannot be applied.

You can configure sorting inside the step that uses the order. For example, to find each customer's highest-value contract, group data by Customer Name and use First Item for Contract ID in Summary by Category, and set Contract Amount as the descending sort field.