Sorting your Chart

The data displayed in a chart is usually displayed in ascending order. 

To change the sort order, click the ‘Sorting’ menu at the top of the ‘Edit chart’ screen.

Open

To add sorting to a chart, click the ‘Add’ icon. You will now be able to choose the object that you want to sort on by clicking the drop-down arrow next to ‘—Please Select—'. 

The ‘Type to filter’ dialog box will be displayed showing the objects that you can sort on. 

Open

Click the object that you want to use. You will be returned to the ‘Edit chart’ screen, where you can specify the sort order by clicking ascending or descending order. 

Example

This example shows that the pie chart will be sorted on the Job Role object in Descending order.

To add additional sort options, click the  icon again and repeat the steps listed above. 

We’ve also created a quick video on sorting, check it out here.