Switching measures by using Variables: Ordering of Field Options

Phillipa · June 9, 2016 8:56AM

Hi,
I have created a variable (Analyse by:) to allow users to select a field to put on the Y axis of a pivot table e.g. age, fitness etc

A formula field (Stack by) then links their selection to the Y axis. It is working well with one slight snag - the ordering of the options in the selected field is coming out alphabetically and not as in the original field. It does not appear possible to change this.

Does anyone have workaround to this problem?

Thanks. Phillipa

paola · June 9, 2016 9:16AM

When creating a variable, there is an option to 'import from field' - that means that you do not have to manually enter the values, Omniscope will automatically enter all the different category values, see image. In this window you have a chance to re-order the values by dragging the little hand icon.

In your scenario, the formula is switching between different fields, therefore this might not apply. You might however try
Data>Manage fields>Options >Value order
and organise the values for each of the fields prior to using them as variables.

Phillipa · June 9, 2016 10:04AM

Thanks Paola,

You are right. I am using the variable to switch between different fields, so the first option does not work.

I already had the fields in the correct order when I created the variable/formula field.

I can reorder the field options when it is chosen in the variable "Analyse by:"
The problem is that as soon as I choose another field and return to the original field the order is in alphabetical order again.

I hope you understand?

Phillipa

paola · June 10, 2016 7:25AM

I've tested the scenario above and it appears the category field's value order can still be enforced via
Data>Manage fields>Options >Value order
Please see a demo file attached and see what happens in the Pivot view when you change the order. The views tend to respond immediately...

Phillipa · June 10, 2016 9:27AM

Hi Paola,

I have a had a look at your file. You are not using the formula field to split/stack or on the y axis of the pivot table.

My problem is that I am using the formula field to do all these things so that the pivot table/ graph changes simultaneously to what has been selected.

It is here that I am getting different orders from the original field.

Best
Phillipa

paola · June 10, 2016 12:13PM

Actually the formula field in this scenario cannot inherit the specified order from another field, although it takes over the actual value from another field. Same goes for the colouring...

Phillipa · June 14, 2016 5:28AM

Thanks Paola,

That's a shame it would have been a very powerful and elegant solution to have all views changing simultaneously. For our clients the ordering and colouring is essential.

Thanks anyway
Phillipa

Welcome!

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