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Helping getting my report sorted correctly

0 Kudos

I have a simple report that I am having troubling getting sorted correctly.

I have created the report but I need to have the report sorted by Month (descending).  I need to keep the Team Member and Client Groups, but want the Client Group sorted by Month in descending order.  The month value is a calculated numeric field on my report.
Here is what I currently have:
Group1 Header-Team Member - A

Group2 Header-Client - A (suppressed)

Details(suppressed) with fields in it.
Group2 Footer-Client - sub totals
Group1 Footer-Team Member - sub totals

I have opened the "Sort Expert" and it will not allow me to move the "Month" field in between Group1 and Group2.

I guess I am out of ideas. Any help or ideas would be greatly appreciated.

Accepted Solutions (1)

Accepted Solutions (1)

abhilash_kumar
Active Contributor
0 Kudos

Hi Jimmy,

Here's a workaround:

1) Insert a Summary on the Month Field and place it in the Group Footer 2. The type of summary should be 'Maximum' and you may choose to suppress this field.

2) Go to the Group Sort Expert > Select the Client Group > under the 'based on' drop down, choose the summary you created in Step 1 and select 'Descending'.

Hope this helps.

-Abhilash

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Thank you Abhilash.
I had to make a slight modification to your solution to get it to work for my situation.  The subtotal field is what I wanted to sort by so I had to create a Formula field for my subtotal rather than using the automatically generated one.  Then I could the automatic one in my "based on" setting.

In the end, it worked like a charm!

Thank you again.

Answers (1)

Answers (1)

DellSC
Active Contributor
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You can't sort between groups.  So, the solution to your problem is to also group by month between the team and client groups and suppress the month group header and footer.

-Dell