Add Dynamic Sort and Grouping to distribution reports Hot

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by John Hastings-Kimball on October 29, 2015

I would love the ability to have distribution reports be sorted on somethign other than the alphabetical values of the row/columns selelected. This would be very valuable in instances where quickly identifying large expenses or big projects by effort is necessary. It also is excellent at displaying the "long tail" on any of your reports. I know you can manually do this now by editing the row values in the "sort" section of a distribution report but this is a request to do that sort dynamically. If Project A is the largest bar in a report today i dont want to have to update my report tomorrow when Project B is the largest bar. Having a Sort by value for row and column similar to the sum totals by option that was recently added (hugely valuable by the way) would be very desireable. 

Additionally, it would also be helpful when you have a distrubtion that has a lot of categories (eg, rows) that vary in values significantly. It would be nice to be able to have the ability to chop the "long tail" and lump them into an "Other" category. Now, rather than having a distribution table or chart that displays a lot of rows with small values i could group all rows with values less than something into a grouped row. 

 

  • Ideas

    Target Release
    2HCY'17
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  • This idea has been put under consideration for the 2HCY'17 release.
    David J. Easter Commented by David J. Easter July 11, 2016
    #1 Reviewer  -  

    This idea has been put under consideration for the 2HCY'17 release.

    Previous comment got corrupted, please delete.

    Full comment:

    It would be helpful to incorporate the "Collection" concept that Microsoft uses for SQL Reporting.
    1. Collect values by: (None), (Threshold), (Percent of Total) [Pick one option, default (None) = Current reporting behavior
    2. If (Threshold) - an absolute # where values less than this number are grouped into the Other collection.
    if (Percent) - a relative % where values corresponding to less than this % of the total are grouped into the collection.
    3. Collection Name: Default to "Other" but allow users to rename the collection section/slice to "Remainder", "Long Tail", "random leftovers", etc...

    Drill-In - There should be a way to see the collected values expanded on-demand, either by clicking to open the Collection in the current window (ex, just disable the collection logic and re-run the report), or by opening a drill-in that shows the collected values in their own report.

    Please also consider drill-across reports, where the result clicked on report A drives filters on report B, then the filters on report B should accept multiple values (all of the collected values) so that when the "Other" category is selected, the driven reports also update to show Other value-linked items. It would be unfortunate to just display a pop-up "Sorry, drill-across is not supported for collections" so please don't do that ;)
    Jeff Malin Commented by Jeff Malin March 24, 2016
    Top 50 Reviewer  -  

    Previous comment got corrupted, please delete.

    Full comment:

    It would be helpful to incorporate the "Collection" concept that Microsoft uses for SQL Reporting.
    1. Collect values by: (None), (Threshold), (Percent of Total) [Pick one option, default (None) = Current reporting behavior
    2. If (Threshold) - an absolute # where values less than this number are grouped into the Other collection.
    if (Percent) - a relative % where values corresponding to less than this % of the total are grouped into the collection.
    3. Collection Name: Default to "Other" but allow users to rename the collection section/slice to "Remainder", "Long Tail", "random leftovers", etc...

    Drill-In - There should be a way to see the collected values expanded on-demand, either by clicking to open the Collection in the current window (ex, just disable the collection logic and re-run the report), or by opening a drill-in that shows the collected values in their own report.

    Please also consider drill-across reports, where the result clicked on report A drives filters on report B, then the filters on report B should accept multiple values (all of the collected values) so that when the "Other" category is selected, the driven reports also update to show Other value-linked items. It would be unfortunate to just display a pop-up "Sorry, drill-across is not supported for collections" so please don't do that ;)

    Jeff Malin Commented by Jeff Malin March 24, 2016
    Last updated: July 11, 2016
    Top 50 Reviewer  -  
    I especially would see the chopping of the "long tail" option as a great addition. This would allow us to easily create ditribution reports in the style of "top 10 categories" without having to resort to advanced sql queries.
    David Berner Commented by David Berner October 30, 2015
    Top 10 Reviewer  -  

    I especially would see the chopping of the "long tail" option as a great addition. This would allow us to easily create ditribution reports in the style of "top 10 categories" without having to resort to advanced sql queries.

    trying to add some images to demonstrate some of my points but seem to be unable to. sorry!
    John Hastings-Kimball Commented by John Hastings-Kimball October 29, 2015
    Top 50 Reviewer  -  

    trying to add some images to demonstrate some of my points but seem to be unable to. sorry!

     

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