Dashboards & Reporting

jwnesbitt
Contributeur

bug report - dashboard

Résolue

We have a field called Balance remaining that shows the clients outstanding balance, when filtering by this, either high to low, or low to high, its filtered numerically instead of by amount

 

examples here https://nimb.ws/mtb4K7

 

 

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1 Solution acceptée
MFrankJohnson
Solution
Leader d'opinion

bug report - dashboard

Résolue

_hubspot-button-accept-as-solution-gif-v00.gif

Looks like you may be using a text property to store your numbers. If so, sorting is 'alphanumeric'.
- original image

 

screenshot-app.hubspot.com-2019.09.29-13_50_04.png

 


Try using a number property type to store numeric values that need to be sorted numerically.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Voir la solution dans l'envoi d'origine

4 Réponses
MFrankJohnson
Solution
Leader d'opinion

bug report - dashboard

Résolue

_hubspot-button-accept-as-solution-gif-v00.gif

Looks like you may be using a text property to store your numbers. If so, sorting is 'alphanumeric'.
- original image

 

screenshot-app.hubspot.com-2019.09.29-13_50_04.png

 


Try using a number property type to store numeric values that need to be sorted numerically.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
jwnesbitt
Contributeur

bug report - dashboard

Résolue

Thats fixed the issue with values sorting, but now it only sorts the values that are in the view section, so if looking at 25 clients on the page, it only sorted these 25, not everyone, which once we pass 100 on the view, means we still cant filter by who owes the most

 

is there a workaround for this ?

0 Votes
MFrankJohnson
Leader d'opinion

bug report - dashboard

Résolue

Not sure what you're seeing (without screenshots). However, ALL values are considered in the sort when set to view 100 per page -- the maximum.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Votes
jwnesbitt
Contributeur

bug report - dashboard

Résolue

ignore last comment, its fine now, i logged out and in, maybe something was cached

0 Votes