Is there any way to have “View summary data” option sort the data correctly based on the datatype of that column instead if reading it like a str?
I have column that’s ‘int’ in the dataset, while building the visual I format it K (thousands) & add $. Apparently this makes the “View summary data” of that visual read it as a ‘str’ may be which causes incorrect sorting.
Hi @nhalder and welcome to the Quick community!
Could you share a screenshot to show what you’re scenario looks like?
I tested this out in my environment; i formatted the ‘profit’ field with thousands and changed the ‘show as’ to currency:
The summary report should accept your formatting updates; however there’s no feature that allows you to customize the summary report further.
There is a potential work around you could explore though to have more control over what’s shown in the summary report:
Using ‘free-form’ layout (since it allows you to hide/show visuals), build out a table visual that matches your initial visual. Format the table however you’d like the summary report to look.
Then build a parameter that you can use to hide and show each visual.
You don’t need to create a control for the parameter so what you name it does not matter much.
For this example, let’s create a parameter called ‘HideShow’. Set the default value as ‘Hide’.
Next, create a rule for each visual; for the initial visual (my example is a bar chart), set the rule to ‘hide the visual’ when parameter ‘HideShow’ equals ‘Show’.
Then on the summary data table, set the rule to ‘show the visual’ when parameter ‘HideShow’ equals ‘Show’.
Last, create a navigation action on your initial visual (you can use select or menu, for my example i did a menu). With a navigation action, you can set parameter values through the action. So in the Parameter section of your navigation action, add the ‘HideShow’ parameter and use ‘custom’ for value and add ‘Show’.
This will assign the ‘HideShow’ parameter with a new value…’Show’ which will then activate your rule.
I built a sample in Arena to show the end result: Summary Data View
When you open this, you can hit the ‘Copy Analysis’ button on the left to see the analysis view and how I built it
Hi @Brett Thank you for your advice and yes the customized table visual Hide-Show is a nice trick to bypass this, but my dashboards are consumed as product by my users, they are embedded. And since we cannot turn off just the “View Summary data” (Unchecking “Enable Visual Menu” while publishing is not going to work for me as some of the other option in there is useful for my audience e.g. Export CSV), the sorting issue within “View Summary data” is being reported to me as a bug, so I’m in a bit of a pickle here.
I’ll paste a couple of screenshots showing the dtype of the column in dataset and how its sorting in “View summary data” after formatting-
Thanks for adding in the additional detail, I see what you mean; that is really odd that it changes the sorting of the values but agree, it does seem to be changing it to a string. I’ll mark this as a feature request to promote visibility to the support team; I would also suggest creating a support ticket so that you can report this behavior:
Hope everything is well with you! Just checking back in since this thread hasn’t received a response in a while. Did you happen to create a support ticket and were you able to find a solution to your question? Please help the community by sharing any insights you learned or following up in general within the next 3 business days!
Since I haven’t received any further updates from you, I’ll treat this inquiry as complete for now. If you have any additional questions, feel free to create a new post in the community and link this discussion for context.