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Document Editor: Sorting dialog box

The Sorting dialog box allows you to sort the data for the Grouping and Detail sections of a document. You can select what objects to sort, the sorting criteria (for example, the attribute form on which to sort), and the sorting order (ascending or descending).

Contents of the Sorting dialog box

The Sorting dialog box is divided into Grouping and Detail areas. Both contain identical information. The only difference is that Grouping allows you to sort the grouping fields of the document while the Detail area is applied to the main content or data of the document.

Grouping

When a group has been defined, it is automatically entered here. You cannot add an additional sort in the grouping area. Grouping fields are sorted in the order they appear in the Grouping panel. To change that order, rearrange the objects in the Grouping panel. For more information, see Changing grouping order in a document.

You can change the Criteria, which is what the object is sorted by, as described below:

  • If you are sorting on an attribute, you can choose which attribute form to sort on. The form does not have to be displayed on the report.

  • If you are sorting on a custom group, you can select from the following options:

  • Keep Group Structure, which indicates that the custom group is not sorted (the default)

  • Sort on Attribute ID

  • Inherit Attribute Sort, which uses the default sort of the attribute form set to display first.

  • If you are sorting on a consolidation, you cannot change the Criteria from Default.

You can also change the Order of the sort from Ascending to Descending.

You cannot change the Order if the object is a custom group or if the Criteria of an attribute is set to Default.

If you are sorting on a custom group, you can change the Parent Position, which is the position of the element headers relative to the child elements. Select from the following options:

  • Default inherits the sort property of the custom group

  • Top displays the element name first, then its individual items (that is, the header is displayed above the children)

  • Bottom displays the individual items of an element, followed by the element name (that is, the header is displayed below the children)

The Parent Position options affect the document only if the custom group is displayed as "Show only the individual items within this element and also, expand these individual items if possible" or "Show element names, individual items within this element and also, expand these individual items if possible". For more information on these settings, see Custom Group Editor: Choose a display option dialog box.

Detail

Sorting is not automatically defined for the detail section of a document. Click Add, which populates a row with an object from the grouping and sorting dataset. To change the selected object, click in the Sort By cell and a drop-down list appears. Choose the desired object from the list, which contains all the objects in the grouping and sorting dataset, regardless of where or whether they are placed on the document.

You can then change the Criteria, Order, and (for a custom group only) the Parent Position for the object as described in the Grouping area above. Unlike grouping, you can select a metric as a Sort By object, but you cannot change the Criteria from Default.

To add additional sorts, click Add again. To remove a sort, select the sort to delete and click Remove.

The Up and Down buttons allow you to change the order in which the objects are sorted, if you have multiple objects listed.

Accessing the Sorting dialog box

From the Data menu of the Document Editor, select Sorting.

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