Sorting Your Data / Filtering- Unit 5

Computed sort

Organizes data by applying rules, such as alphabetically or by descending order. is dynamic as it changes as the data changes

target field

field that is being filtered by the source field

Source field

field that is being used to filter the rest of the sheets in the dash board

Manual sort

specific order, we manually move fields for our specific needs

Nested sort

- A nested sort considers each pane independently and sorts the rows per pane - Nested sort is most useful when you want to sort within a category of items in a view. - Nested sorts are correct within the context of the pane, but don't convey the aggregated information about how the values compare overall. - Sorting from an axis gives a nested sort by default, or you can use the Sort menu, select Nested under Sort By, and select the field on which you want to sort.

Customizing the sort using the Sort menu

- Right-click the field you want to sort, and select Sort. - Select a Sort By option, and configure its behavior: - Data source order: sort lets you sort based on how the data is sorted in the data source. Generally for relational data sources, this tends to be natural sort order. Natural sort order is an alphabetic sort where multi-digit numbers are treated as a single character. - Alphabetically - Field: This type of sort lets you select the field whose value will be used to determine the sort order. - Manual: This type of sort lets you select a value and move it to the desired position, either by dragging it in the list or using the arrows to the right. - Nested: This type of sort lets you select the field whose value will be used to determine the nested sort order. The field does not need to be used in the visualization.

Sort multiple-pane views using nested sorts

- When the values to be sorted occur in multiple panes, there are two ways to sort: nested and non-nested (or comparative).

Sorting the fields information

- sorting can be cleared by using a right click to open the menu - When sorting from an axis, header, or field label, you can click through the various options. One click sorts descending, two clicks sorts ascending, and three clicks clear the sort. - As an author, you can disable the sort icons in published content. This is useful when you want to preserve the sort order you have specified in a visualization. Disabling sorting will prevent the sort icons from appearing when a consumer of the view hovers over an axis, header, or field label. - data can be sorted using single click options from an axis, header, or field label. In the authoring environment, you can also sort manually in headers and legends, use the toolbar sort icons, and sort from the Sort menu.

non-nested sort

- the value across panes and will have the same order of values per pane. - This type of sort is most useful when you want a comparison across all items in a view. - Non-nested sorts may look incorrect in a single pane, but consistently convey how the aggregated values compare overall. - Sorting from a field label gives a non-nested sort by default.

fields with mismatch names

to create a relationship between two fields with mismatch names either specify in the edit blend relationships or change the names to the be the same