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moving rows in reports (without using Sort)

Is it possible to move rows around in a report without using the Sort function? I have a report that pulls from 3 sheets, and I want to change the order of the rows from each sheet (not individual rows if that helps). Sorting only changes the order numerically or alphabetically, which I don't want to do. Any ideas?

Comments

  • Jim Hook
    Jim Hook ✭✭✭✭✭✭

    I have a report that scans 14 employee timesheets to gather data entered. The entries come in the order they were entered into in the Report Builder Where? box. It looks like the report scans the sheets of interest in the order displayed there and if you add another sheet to the Where? box, it goes at the bottom. So, in the report builder simply add sheets to the Where? box in the order you want them displayed in the report. Hopefully that will work.

  • No go; I tried adding sheets in order all at once, and one at a time (closing the 'Where' box each time), and none of it worked

  • Jim Hook
    Jim Hook ✭✭✭✭✭✭

    Are you sorting the entries in the report? That might fix the problem. I forgot to check the report I used when responding the first time and I am sorting by employee name which is the same way I selected which sheets to report on and thought that was determining the display order. It turns out the display order is done by sorting on the builder. If that's not working for you I don't know how to fix it.

  • Update: I found a workaround; it's a little klunky, but it works. I created a column in each sheet titled 'sorting priority order', with a drop down list 1-8; the rows I need from each sheet are given a sheet's priority number, and I sort that column in the report in descending order. A bit slow, and I'll have to change it each time I run the report (the sorting priority will change periodically), but it works.Smile

  • Can you explain in a little more detail? I'm not quite following your process, and it sounds like it may be a simpler fix than what I did.

  • Jim Hook
    Jim Hook ✭✭✭✭✭✭

    I think you have a reasonable solution already and I have used dedicated columns in the past to trigger the report to include rows with the right values just like you are doing. What I was referring to was simply using the sort function in the Report Builder to display rows in a particular sequence. In my case it might be the project number or name (it has to be in each row of the source sheets) and in another case it might be on the person's name for that row. In some cases I've added a date column where I enter a particular date that will exclude that row from the report using the When? section of the Report Builder.

  • Ok; i get it now, and thanks for responding. The dropdown column combined with a separate checkbox column is actually pretty handy for sorting reports the way I want (after the initial set up of course)

This discussion has been closed.
If you want to know the percentage over\/under the Contract Amount<\/strong>, your formula (placed the [Percentage] column) would be:<\/p>

=([Contract amount]@row - [Install Labor (actual)]@row) \/ [Contract amount]@row<\/p>

Be sure the \"Percentage\" column is formatted as a percentage. Positive numbers show that your total spend is under<\/strong> the [Contract amount]. Negative values show your total spend is over<\/strong>.<\/p>

You can use a similar formula to measure how far over\/under your [Labor $ (quoted)] amount is from your [Install Labor (actual)] amount.<\/p>

=([Labor $ (quoted)]@row - [Install Labor (actual)]@row) \/ [Labor $ (quoted)]@row<\/p>

Here, though, a negative value shows that you are OVER<\/strong> the estimate. A positive value shows you are at or UNDER<\/strong> the estimate.<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107038,"type":"question","name":"Modified Date loses detail when referenced","excerpt":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all timestamps in the 'Modified' column. Formula is as follows and is functioning as expected. =MAX([Modified]:[Modified]) Problem: The displayed value…","snippet":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all…","categoryID":322,"dateInserted":"2023-06-28T17:43:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154049,"lastUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":22,"score":null,"hot":3375964045,"url":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","format":"Rich","lastPost":{"discussionID":107038,"commentID":382970,"name":"Re: Modified Date loses detail when referenced","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382970#Comment_382970","dateInserted":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T21:29:15+00:00","dateAnswered":"2023-06-28T18:46:15+00:00","acceptedAnswers":[{"commentID":382932,"body":"

Set the Sheet Summary field as text\/number then add +\"//www.santa-greenland.com/community/discussion/3387/\" to the end of the MAX function (plus quote quote) to convert it into a text string.<\/p>

=MAX([Modified]:[Modified]) + \"//www.santa-greenland.com/community/discussion/3387/\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107030,"type":"question","name":"How to subtract percentages?","excerpt":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will populate an answer, however I cannot adjust the formatting from % to number Example: %Complete = 13% Correct answer should display 87% Second…","snippet":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will…","categoryID":322,"dateInserted":"2023-06-28T15:56:57+00:00","dateUpdated":"2023-06-28T16:22:44+00:00","dateLastComment":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":150369,"lastUserID":150369,"lastUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3375939165,"url":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107030,"commentID":382885,"name":"Re: How to subtract percentages?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382885#Comment_382885","dateInserted":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T16:35:51+00:00","dateAnswered":"2023-06-28T16:31:26+00:00","acceptedAnswers":[{"commentID":382883,"body":"

@v.winters<\/a> <\/p>

If the two percent columns are formatted as percent columns (see screenshot), then the % Not Complete column would have this formula: <\/p>

=1 - [%Complete]<\/em>@row<\/p>

\n
\n \n \"Menu.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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