PhixFlow Help

Saving sort orders

Apply an existing sort order

Open the dashboard User Course: Investigate Unbilled Spend.
In the data grid, press the button Select the order in which data is shown and select By Name.
You should now see the data sorted by FIRST_NAME.

Create a new sort order

Add an order to sort the data by CREDIT_CLASS, UNBILLED_SPEND:

  • Press the button Select the order in which data is shown
    Press the  button (Create a new sort order)
  • Drag CREDIT_CLASS into Order Attributes
  • Drag UNBILLED_SPEND into Order Attributes
  • Enter the Name: By credit class, spend
  • Press OK

You should now see the data sorted by CREDIT_CLASS, UNBILLED_SPEND.

Edit an existing sort order

You decide that the sort order By Name should use the second name, not the first name to sort the data:

  • Press the button Select the order in which data is shown
  • Right-click on the entry By Name in the drop down list
  • Select Edit
  • Drag FIRST_NAME from Order Attributes to Stream Attributes
  • Drag SECOND_NAME into Order Attributes
  • Press OK

You should now see the data sorted by SECOND_NAME.

Remove a sort order

You decide to restore the data to its default ordering:

  • Press the button Select the order in which data is shown
  • Press the button Clear the current sort order

You will see the data return to its default ordering.

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