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Sorting and Filtering

Sorting and filtering solve different tasks. Choose the guide that matches the question you want the report to answer.

TaskGuide
Put group names or largest totals firstSort a Pivot report
Only summarize records from selected regions or productsFilter source records
Keep groups whose total matches a conditionFilter calculated results
Show the top or bottom groupsTop and Bottom Results

Continue with sorting.

Continue with source filters and result filters.

Read member and summary ordering.

Read server-side request options. The backend applies ordering and filters before returning a window.

Read summary-sort scope.

Use source filters to change the analysis population, result filters to test summaries, and backend access checks to enforce security.

Choose fields → aggregate values → sort and filter.

Chart data and filters use the same analytical report concepts.