Sorting Key and Item Fields in a Summary
When you add key and item fields to a summary definition, the sort order for each field is initially set to Ascending. You may modify the order for each field using the Keys or Items tabs of the Summary Definition dialog.
Steps:
-
Go to Summary Design.
-
Select a Summary from the Summaries selector. The Summary's properties are displayed on the Summary Window.
-
Do one of the following:
-
If you wish to view and edit all fields, select All Fields from the Summary Design ribbon.
-
If you wish to view just keys or items, select Keys or Items respectively from the Summary Design ribbon.
-
-
Select a field from the fields selector to display that field's tabs and properties.
-
Go to the Sorting tab.
-
Select a Sort By option.
-
To sort by the field’s values, select the Key Field (or Item Field) radio button. This option sorts the summary based upon the values of the selected field. For example, to sort a Region field that contains several sales regions (North, South, East, and West) in alphabetical order, you would select the Key or Item Field radio button to indicate that you want to sort by the items in the Region field.
-
To sort the field based upon the values of a measure, select the Measure radio button. For example, to sort a Region field that contains several sales regions (North, South, East, and West) based upon sales totals, you would select the Measure radio button and then select the appropriate measure to sort on; in this case, the measure that tabulates the sales totals for each region.
-
-
Under the Direction heading, select either the Ascending or the Descending option.
-
Choose Accept to accept the new sort order.
Monarch Classic rebuilds the summary with the field sorted in the order you selected.