A document's data is sorted according to its group settings, such as in page-bys. However, you may want to control its sort further. The order of the sort keys (the sort-by fields) is defined by the order of the groupings, as described in Grouping records in a document. You can sort based on objects from the primary dataset only.
For example, you may want to sort the information in the document's Detail section. If you have a document grouped by Region and Year, in the Detail section, you may want to sort the records by Revenue in descending order.
If sorting by custom group, you can choose from the following options:
Use the default sort property of the custom group.
Select the position of the components of the custom group, whether the element name or its individual components are displayed first. Top means that the element name is displayed first, then the individual items. Bottom means that the individual items of an element are displayed first, followed by the element name. For these options to affect the document, the custom group must be displayed as one of the following:
Show only the individual items within the element and also expand these individual items if possible.
Show element names, individual items within this element and also expand these individual items if possible.
You can also sort consolidations. If the object is a consolidation, an ascending sort displays the elements in the order in which they were defined. Descending order reverses that order.
For steps to sort grouping fields, see Sorting grouping fields.
Open the document in Design or Editable Mode.
From the Data menu, select Sort Document. The Sort Document dialog box opens.
From the Sort by drop-down list in the Detail area, select the object to sort. The list contains all the objects in the primary dataset, regardless of where or whether they are placed on the document.
If the Sort by object is an attribute, select which attribute form to sort on.
If the Sort by object is a custom group, from the drop-down list, select from the following options:
Default: Inherits the sort property of the custom group
Top: The element name is displayed first, then its individual items
Bottom: The individual items of an element are displayed, followed by the element name
If the Sort by object is a consolidation or metric, specify the sort order.
Select Ascending
or Descending for each object.
Note: You cannot change the sort order if the criteria
of an attribute is set to Default. You can change the order of a custom
group only if you selected Sort on Attribute ID in the Criteria.
You can also sort the grouping fields of the document.
From the Then by drop-down lists, specify additional sort objects as necessary. These objects are sorted after the Sort By object.
Click OK to apply the changes and return to the document.
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