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Users who want to configuring sorting by column headers

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Sorting Performance Indicators (PIs) effectively is key to presenting meaningful data in reports and dashboards. 

his article explains two practical methods for sorting PIs.

1. Configuring sorting

To configure sorting by column headers:

1. Click a column header (such as Code or Title) in the Results tab.
   The system will sort the PIs alphabetically or numerically.

2. Toggle between ascending and descending order.

   Example

   You have the following PIs:

   Code	Title
   A01	Revenue Growth
   A02	Customer Retention
   A03	Compliance Rate
   A04	Risk Reduction

3. Clicking on the Code column will sort them:
   • Ascending (A01 → A04)
   • Descending (A04 → A01)

This method works well if your codes or titles already reflect the desired order.

2. Sorting the entries

If you want to display PIs in a specific order that doesn’t follow Code or Title, use the Sort column.

To sort the PIs:

1. Go to the PI setup (not the query).
2. Assign custom sort codes:

Example

You have the following PIs:

Code	Title
A01	Revenue Growth
A02	Customer Retention
A03	Compliance Rate
A04	Risk Reduction

3. Go to the PI query.
4. Add the Sort column in the Results tab.
5. Click the Sort column header to sort by these custom codes.

Your PIs will appear in the exact order you defined, regardless of their Code or Title. This is useful when you want to:

• prioritise PIs based on importance.
• establish a specific reporting sequence.
• maintain consistency across users and reports.

3. Limitations

You can't:

• Type directly into the Sort column in the query.
• Skip setting up sort codes in the PI setup.
• Edit the Sort column in the query; it's read-only.

If your PI codes already reflect the correct order, sorting by Code is sufficient. For a custom order, use the Sort column - just make sure to configure the sort codes in the PI setup first.