{"id":3511,"date":"2023-04-12T15:37:04","date_gmt":"2023-04-12T15:37:04","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-use-dashboards-to-sort-and-limit-data\/"},"modified":"2026-01-22T17:58:32","modified_gmt":"2026-01-22T17:58:32","slug":"workday-adaptive-planning-use-dashboards-to-sort-and-limit-data","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-use-dashboards-to-sort-and-limit-data\/","title":{"rendered":"How do I Use Dashboards to Sort and Limit Data in Workday Adaptive Planning?"},"content":{"rendered":"<p>Users commonly ask if they can sort their data by ascending or descending order when viewing in a HTML report.\u00a0 Unfortunately, the answer is NO.\u00a0 How you set up your rows in a HTML report is how they will display once the report is run.<\/p>\n<p>However, <strong>Dashboards<\/strong> <u>do allow<\/u> users the option to sort data, and even limit the data to the top or bottom X or X% of a dimension.\u00a0 Maybe you\u2019re interested in seeing the top 5 clients by revenue, or you are curious which 10 products yield the lowest gross margin\u2026<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-951 size-full aligncenter\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/04\/DB1-min.jpg\" alt=\"\" width=\"777\" height=\"557\" \/><\/p>\n<p>To best take advantage of Dashboard\u2019s sorting and limiting features, it is recommended to use Column, Line, Area, or Bar charts.<\/p>\n<p>Under the Account Data settings, you can also filter the data further by Levels, Attributes, and Dimensions.\u00a0 Maybe you only want to see your top performing clients in a certain Profit Center, or you want to know which products in a specific product line are not reaching their potential.<\/p>\n<p>Customize your charts further by adding trend lines and data labels.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-952 aligncenter\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/04\/DB2-min.jpg\" alt=\"\" width=\"738\" height=\"558\" \/><\/p>\n<p>And don\u2019t forget the drill down features to dive deeper into the data!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-953 aligncenter\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2020\/04\/DB3-min.jpg\" alt=\"\" width=\"737\" height=\"558\" \/><\/p>\n<p>If you&#8217;d like more information, please contact us.\u00a0 QueBIT would be happy to help with any reporting or other needs.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Users commonly ask if they can sort their data by ascending or descending order when viewing in a HTML report.\u00a0 Unfortunately, the answer is NO.\u00a0 How you set up your rows in a HTML report is how they will display once the report is run. However, Dashboards do allow users the option to sort data,&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[23],"tags":[37,69,59],"class_list":["post-3511","post","type-post","status-publish","format-standard","hentry","category-workday-adaptive-planning","tag-reporting","tag-workday-adaptive-planning","tag-workday-adaptive-planning-reporting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How do I Use Dashboards to Sort and Limit Data in Workday Adaptive Planning? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-use-dashboards-to-sort-and-limit-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I Use Dashboards to Sort and Limit Data in Workday Adaptive Planning? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Users commonly ask if they can sort their data by ascending or descending order when viewing in a HTML report.\u00a0 Unfortunately, the answer is NO.\u00a0 How you set up your rows in a HTML report is how they will display once the report is run. 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