Default sorting for Plan Data plansheet

Plan Data plansheets can have a pre-defined sorting when the plansheet is initially loaded. The default sort order is displayed as a label at the top of the plansheet. If default sorting is not specified, the data is loaded without the sort applied.

Note: 
  • Sorting is available only when property and periods are included in the header, or slicer, and resources are displayed in rows.
  • The sort order can be changed by selecting the column headers that contain atomic properties or persisted calculated properties and a single period.

The default sorting is determined using these plansheet parameters:

  • rv_sort_property and rv_sort_period: The sort is only applied only if the rv_sort_property and rv_sort_period parameters are defined, and these conditions are met:
    • The property must belong to the resource classes applicable to the plansheet.
    • The property must be an atomic property or persisted calculated property. If the persisted calculated property is not saved, the sort is not applied.
      Note: A check is performed to ensure that persisted calculated properties do not contain edited values when the plansheet is loaded. Else, sorting cannot be applied and the "Unable to sort calculated property {0} because it is not currently persisted". error message is displayed.
    • The property must be displayed in the plansheet, either in columns or slicer.
    • The period must be a single period. This can be represented as a specific period or period index. Application variables can also be used to represent the period values.
    • The period must be displayed in the plansheet, either in columns or slicer.
    Note: 
    • The property must belong to the resource classes applicable to the plansheet.
    • The property and period names are displayed based on the defined display settings for property and period. See Modifying user settings.
  • rv_sort_direction: This parameter determines the direction, such as DESC (Descending), or ASC (Ascending) in which the sort is applied.
    Note: 
    • The rv_sort_direction parameter value is not case sensitive.
    • If this value is not specified, the default sort order is set to DESC (Descending).
  • rv_top_results: This parameter determines the number of results to be displayed. The first x descending or ascending results are displayed, based on the sort options applied. If the parameter is not a positive integer value, all results are displayed.
    Note: If the values in the rv_sort_property and rv_sort_period parameters are not specified, the first x number of results are displayed, without sorting property and period parameters.