Reorder items when you design a view to help users find important data quickly.

You can reorder:

  • Line items
  • Line item subsets
  • Lists
  • List item subsets
  • Versions
  • Time

When you reorder items, the new order applies only to the worksheet or card you configure. The order of the list remains unchanged everywhere else.

Any sorts applied to a dimension override any reorders that you apply. However, if the sort has no effect on the data currently displayed, the reorder still applies.

To reorder items:

  1. Click Configure grid on a new worksheet, or Select view on an existing worksheet, or create and then configure a new chart or grid card.
    This opens the Select data source window within the Select primary grid or Card designer dialog. The displayed dialog depends on whether you're designing a view for a worksheet or card, but the functionality remains the same.
  2. In the Custom views tab, select a module.
    A preview displays in the center of the dialog.
  3. Select the Reorder icon from the toolbar at the top-right of the preview, below any context selectors.
    The row and column dimensions display in a drop-down list.
  4. Select the dimension you want to reorder.
    The Reorder panel displays on the right of the screen. It contains a list of items in the dimension you've selected.
The Select primary grid dialog with a Custom view named Income Statement open. The mouse icon is hovered over the Reorder icon in the toolbar to the top-right of the grid, and the Reorder panel displays on the right of the screen.
  1. Optionally, enter part of the name of an item you want to reorder in the search field to narrow down the list of items.
    If you click an item in this list, you are taken to its position, but it is not selected.
  2. Select one or more items:
    • Click a single item to select it.
    • Hold Ctrl or Cmd and click multiple items to select them.
    • Hold Shift and click two different items to select those items and all between them.
  3. To reorder any selected items, you can either:
    • Use the arrow buttons to move selected items:
      • The single up arrow button moves selected items one step up.
      • The single down arrow button moves selected items one step down.
      • The double up arrows button moves selected items to the top.
      • The double down arrows button moves selected items to the bottom.
    • Click the drag handle to the left of selected items, then drag them to a new location.
  4. Click Apply to reorder the items.
    Any changes display in the preview.
  5. To close the Reorder panel, click the X in the top-right of the panel.


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