Order of Reporting Accounts on P&L Sheet

Matthew Sobon · 2023-10-25T13:44:20+00:00

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I am trying to add two new lines to the P&L sheet in specific spots, and thought they were ordered by the Reporting Account code number. There does not seem to be a correlation between the code number value and the order.

Does anyone know the logic behind it?

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Accepted answers

Samir Jones

Hello @Matthew Sobon

Not sure how it looks like in BFC, but could you use the sort function in the Data view?

In case you are not already displaying the code of the Entity, you can drag the Entity to a new block, display the Code and base sorting on that Block.

You can also change the default sort order for the Entity, but that could make other Data views to have wrong sort setup.

All comments

Matthew Sobon

This is for BFC*

Samir Jones

Hello @Matthew Sobon

Not sure how it looks like in BFC, but could you use the sort function in the Data view?

In case you are not already displaying the code of the Entity, you can drag the Entity to a new block, display the Code and base sorting on that Block.

You can also change the default sort order for the Entity, but that could make other Data views to have wrong sort setup.

Samson Sunny

Hi Matthew,

You can also refer to the following article on changing the entity order in the community which points out two solutions to tackle this:-

Using dedicated sorting Cubes
Using the “custom sort” option

https://community.board.com/discussion/16268/how-to-change-the-entity-order

Thanks,
Samson.

Zachary Turner

Additionally, there's more information in the Board Manual
https://www.boardmanual.com/2021/summer/capsules/screens/2_Objects/The_Layout/Layout_Data_Blocks/Data_blocks.htm

https://www.boardmanual.com/2021/summer/capsules/screens/2_Objects/The_Layout/Layout_Data_Blocks/Layout_Filters/Layout_Filters.htm