Category
Report Builder
Product Version
9.0
Is there a way to sort a report by a subtotal value?
On Hold
Hello!
I am trying to sort a report in a specific way and can't get it to work exactly how I am envisioning. I will attach a screenshot showing my issue.
Referencing the screenshot, I am trying to get all of the values for each description together, then sort all of that by the subtotal of COGS12. You will see that the description ALTA GLOSS has been split up when just sorting by COGS12. I don't see a way to sort by the highest subtotal value instead of each record's value.
I know there is the sections feature which does break the report up correctly, but I don't see a way to order the sections by a subtotal either.
Any help is appreciated, thanks!
Files:
YF .png
The same question 
Hello Justin,
My name is Diego Gabanzo from the Yellowfin Technical Support Team. We have received your support request, and I will be your primary contact on the following ticket:
Ticket Number: #33494
Case Title: Is there a way to sort a report by a subtotal value?
Issue Overview:
Thank you for your request. Based on the case description, you would like to get all the values for each 'Description' value together and then be able to sort by subtotal COGS12.
After performing some tests, one way I could find to group and then be able to sort by another column was using Section Formatting.
In order to use this feature,
1. Please Edit the Report.
2. Once on Edit screen please add the Description dimension into the report 'Sections' box.
You may find more information about Section Formatting in the link below:
https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2197015/Sections#Adding-a-Section
Hope this helps. Please let us know if you have any questions related.
Sincerely,
Diego Gabanzo
Yellowfin Technical Support Engineer
Hello Justin,
My name is Diego Gabanzo from the Yellowfin Technical Support Team. We have received your support request, and I will be your primary contact on the following ticket:
Ticket Number: #33494
Case Title: Is there a way to sort a report by a subtotal value?
Issue Overview:
Thank you for your request. Based on the case description, you would like to get all the values for each 'Description' value together and then be able to sort by subtotal COGS12.
After performing some tests, one way I could find to group and then be able to sort by another column was using Section Formatting.
In order to use this feature,
1. Please Edit the Report.
2. Once on Edit screen please add the Description dimension into the report 'Sections' box.
You may find more information about Section Formatting in the link below:
https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2197015/Sections#Adding-a-Section
Hope this helps. Please let us know if you have any questions related.
Sincerely,
Diego Gabanzo
Yellowfin Technical Support Engineer
Hello Justin,
Hope you are good.
I wanted to follow up with you regarding this request. Did Section Formatting option help with this request?
Please let us know if you need additional support on this issue.
Thank you,
Diego Gabanzo
Yellowfin Technical Support
Hello Justin,
Hope you are good.
I wanted to follow up with you regarding this request. Did Section Formatting option help with this request?
Please let us know if you need additional support on this issue.
Thank you,
Diego Gabanzo
Yellowfin Technical Support
That does the job of separating each Description, but I don't see a way to sort the order of the sections by the total of COGS12 (or any other field).
Is that possible?
That does the job of separating each Description, but I don't see a way to sort the order of the sections by the total of COGS12 (or any other field).
Is that possible?
Hi Justin,
Thank you for your patience.
I have attempted to perform this with a couple reports but unfortunately I am encountering the same behavior as you reported, I am unable to sort the order of the sections by the total of COGS12.
Also, I have discussed with my team and it seems that currently there is no way to achieve this through Yellowfin UI. Would you like me to submit a request with our Product team as an enhancement for this?
Sincerely,
Diego
Hi Justin,
Thank you for your patience.
I have attempted to perform this with a couple reports but unfortunately I am encountering the same behavior as you reported, I am unable to sort the order of the sections by the total of COGS12.
Also, I have discussed with my team and it seems that currently there is no way to achieve this through Yellowfin UI. Would you like me to submit a request with our Product team as an enhancement for this?
Sincerely,
Diego
Yes please!
Yes please!
Hi Justin,
Thank you for your response.
I have logged this Enhancement Request on your behalf with the Product Team for further review. Such requests will be reviewed by our Product Team and implemented based on feasibility, level of positive impact to the user experience, and votes from the community. This post will be updated with any future information relevant to this process.
If you had any questions on this, or anything else please feel free to reach out. In the meantime, I will set the status of this ticket to 'On Hold' while await for our Product team feedback.
Thanks,
Diego
Hi Justin,
Thank you for your response.
I have logged this Enhancement Request on your behalf with the Product Team for further review. Such requests will be reviewed by our Product Team and implemented based on feasibility, level of positive impact to the user experience, and votes from the community. This post will be updated with any future information relevant to this process.
If you had any questions on this, or anything else please feel free to reach out. In the meantime, I will set the status of this ticket to 'On Hold' while await for our Product team feedback.
Thanks,
Diego
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