The tables and grids that we know typically allow us to sort records by category names or values.
However, there are special occasions where you need data shown in a specific order. Perhaps you would like to prioritize a recently launched product over others in your report even though its revenue contribution is low. Or you are building a financial statement where you need all overhead costs listed next to each other.
Standard BI software is unable to meet such needs without extensive workarounds & scripting. This is where Inforiver can make you highly productive.
Let us look at the sample dataset below. The data is sorted in descending order by values. Let us assume you would like to change the position of the ‘Tea & Coffee’ record.
Now click on ‘Advanced’ -> ‘Reorder Rows’ from the menu. A set of reorder icons will appear in front of each row header. These icons will not appear in front of parent/subtotal rows (due to the presence of expand/collapse icons).
Now click on the icon for Tea & Coffee (or on the text itself) and drag the row up or down, without releasing the mouse button. You will see a destination indicator (a dotted line) show up, marking its intended destination.
Now release the mouse button. The row will now settle in its destination.
Click on ‘Reorder Rows’ icon from the menu once again to unselect it. The reorder icons in front of the rows would now disappear.
Note that you can only rearrange a row amongst its immediate siblings (i.e., within its parent). For example, in this case, you cannot move ‘Tea & Coffee’ under ‘Water’.
However, the good news is that you can even rearrange an entire branch in a hierarchy. Notice how the Water category has now been moved ahead of beverages.
With this quick and easy reordering feature, the possibilities are endless. You can build formatted financial statements like this, without resorting to extensive scripting or workarounds.
Which Inforiver editions support row reordering?
Row reordering is available in Inforiver Finance & Enterprise editions. The Enterprise edition also tracks reordered rows as part of its audit module.
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