I have a simple dashboard. User wants to group by Part. She sums the scrap cost by part. She then wants to sort the sum of the scrap cost by part. Even by putting it in Excel, there doesn’t seem to be a quick way to do this.
Export to excel, make a pivot table which can be sorted any way you want
Does the dashboard need to show other fields apart from Part Number and Scrap Cost? you can make Sum of Scrap Cost a calculated field, group by Part and sort by Part/Calculated Field.
Excel and a pivot table could definitely work, or even a basic table with some grouping and a sum formula. But if you are wanting the Scrap cost already aggregated in a column without any work, you would have to do it with a subquery in a calculated field. Keep in mind this will repeat the total cost if there are multiple part rows.
This is for a VERY basic user so it somewhat needs to be done wholly within the dashboard, if that’s an option.
This might work out as I need this as easy as possible for the user! Thanks!
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The user wants to be able to separate out the total scrap cost and also group it. There are multiple reports that the data is output to.
What I typically do is to create a two part dashboard;
- part 1 has a query that is a sub-total query that SUMS the values… because the data is already summed, you don’t do the summing in the dashboard, and you can now sort by this column
- Part 2 is a query like you have with the detail, BUT it is FILTERED based on the line PUBLISHED in query 1… ie… when you click on the biggest value line, it would show you all the details that are in that line.
That sounds exactly like what I was thinking of doing. Thanks so much!