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00000
Top Contributor

Dataset-created field sorting alphabetically

SOLVE

Hello,

 

In a report, how does one get dataset-created fields to display results in the order they were entered into the dataset field filter (or based on the value of the original property) instead of alphabetically by filter result?

 

Use case:

Dataset field groups values of 0-7 days under "1 week", then 8-14 days displays "2 weeks", 9-21 days displays "3 weeks", 22-28 days as "4 weeks", 29-61 as "2 months", 62-91 as 3 months", etc.

 

When applying this field to the xaxis, it sorts the result alphabetically instead of through increasing size of the grouped value or matching the order the filters were entered:

 

Displays: "1 week", "2 months", "2 weeks", "3 months", "3 weeks", "4 months", "4 weeks"

Need: "1 week", "2 weeks", "3 weeks", "4 weeks", "2 months", "3 months", "4 months"

 

How do I fix this?

 

Thank you,

Chel

1 Accepted solution
DGarg
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Dataset-created field sorting alphabetically

SOLVE

Hi @00000 

 

I am not sure about which type of property you created for time period, But if you choose dropdown for summarize days it will give correct result according to report in ascending order.
Please see attachment i have created dropdown field named "days in week" to show time period and it is showing correct data in order. 

 

DGarg_0-1702294129794.png

 

 

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.
Thanks!

Deepak Garg 
Sr. Manager MarTech, ABM Research & CRM | HubSpot Certified Trainer  (Growth Natives)
deepak.garg@growthnatives.com
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5 Replies 5
DGarg
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Dataset-created field sorting alphabetically

SOLVE

Hi @00000 ,

Can you please share the screenshot of the report for better understanding. So that i can help you with the correct solution.

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.
Thanks!

Deepak Garg 
Sr. Manager MarTech, ABM Research & CRM | HubSpot Certified Trainer  (Growth Natives)
deepak.garg@growthnatives.com
Book my Calendar
00000
Top Contributor

Dataset-created field sorting alphabetically

SOLVE

Hi Deepak,

 

Thank you for trying to help. Below is the formula as written v. a screenshot of how it appears when used as the x-axis. Would like the result to populate along the x-axis as written.

 

IF(Days Between]=0, "0 days", IF(Days Between]<8, "1 week", IF([Days Between]<15, "2 weeks", IF([Days Between]<22, "3 weeks", IF([Days Between]<29, "4 weeks", IF([Days Between]<36, "5 weeks", IF([Days Between]<43, "6 weeks", IF([Days Between]<61, "2 months", IF([Days Between]<91, "3 months", IF([Days Between]<121, "4 months", IF([Days Between]<151, "5 months", IF([Days Between]<181, "6 months", IF([Days Between]<211, "7 months", IF([Days Between]<241, "8 months", IF([Days Between]<271, "9 months", IF([Days Between]<301, "10 months", IF([Days Between]<331, "11 months", IF([Days Between]<366, "12 months", IF([Days Between]=366, "1 year +", IF([Days Between]>366, "1 year +","n/a"))))))))))))))))))))

report screenshot.png

 

-Chel

0 Upvotes
DGarg
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Dataset-created field sorting alphabetically

SOLVE

Hi @00000 

 

I am not sure about which type of property you created for time period, But if you choose dropdown for summarize days it will give correct result according to report in ascending order.
Please see attachment i have created dropdown field named "days in week" to show time period and it is showing correct data in order. 

 

DGarg_0-1702294129794.png

 

 

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.
Thanks!

Deepak Garg 
Sr. Manager MarTech, ABM Research & CRM | HubSpot Certified Trainer  (Growth Natives)
deepak.garg@growthnatives.com
Book my Calendar
00000
Top Contributor

Dataset-created field sorting alphabetically

SOLVE

Hi Deepak,

 

Can you please share screenshots for what you mean by "Dropdown for Summarize Days"?

 

The property this is formula is currently on is a DateDiff calculation. Perhaps I am looking at the wrong tool or place?

 

Thanks,

Chel

0 Upvotes
00000
Top Contributor

Dataset-created field sorting alphabetically

SOLVE

Update: I figured out what this meant. I created a new dropdown property that listed the results in the order I'd like them to appear. Then I created a workflow that ran the original formula via branches.

If the timedifference calcualtion property is <1 day, branch 1, set dropdown property to 0 days. 

If calc prop is < 8 days, branch 2, set dropdown to 1 week. etc.

 

Thank you, @DGarg! Very creative to look outside of the formula and reporting tool and make the property + workflows to force the correct display.