Use Calculation Models

Use this document to sort data in analysis tables and understand where sorting is available.

What Sorting Does

Sorting arranges data in a specific order so that you can compare values more easily. You can sort data in ascending order, descending order, or a custom order.

Custom sorting is available only for text fields.

Important: From May 12, 2026, newly added

Sort

steps are set to

Not Applied

by default and cannot be applied. Historical sort steps that were created before this change still take effect. Use sorting settings inside supported analysis steps, such as grouping, summary, or calculated-field steps, when available.

Sorting from a Field Header

Use this method when you want to quickly sort a field in the table view.

1. Open an analysis table.
2. Open the drop-down menu of the target field.
3. Select a sorting method.
4. Check the table result.

Screenshot needed: Sort a field from the field header.

Adding a Sort Step

Use this method only when the Sort step is available and can be applied in your environment.

1. Open an analysis table.
2. Click +.
3. Select Sort.
4. Select the field that you want to sort.
5. Select the sorting method.
6. Apply the step if the step can be applied.

Screenshot needed: Add a Sort step.

Sorting Methods

Creating a Custom Sort Order

Use custom sorting when the default alphabetical order does not match your business order.

1. Select a text field.
2. Select Custom Sort.
3. Move values from the available list to the custom order list.
4. Drag values to adjust their order.
5. Add custom values manually if needed.
6. Delete values that do not need a custom position.
7. Click OK.

Screenshot needed: Custom sort order settings.

You can define up to 100 custom values. Values that are not included in the custom order are sorted after the custom values.

Adding Multiple Sorting Rules

Use multiple sorting rules when one field is not enough to define the order.

For example, you can sort by month in ascending order and then sort by contract amount in descending order.

1. Add a sorting configuration where sorting is available.
2. Select the first sorting field and sorting method.
3. Click Add Sorting Rule.
4. Select the next sorting field and sorting method.
5. Drag rules to adjust their priority if needed.

Screenshot needed: Multiple sorting rules.

Managing Sorting Rules

You can copy sorting rules and reuse them in another sorting configuration when the product supports rule copy and paste.

If many rules are configured, use batch actions to copy or delete rules more efficiently.

Result

After sorting is configured, FineBI Next arranges the data based on the selected sorting rules.

Next Steps

• Analyze Data
• Use Window Functions
• Optimize Performance