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Account Tree: Control order of Calculations, Metrics & KPIs

If you are adding Calculation Rows, Metrics or KPIs within an Account Tree, you may wish to control the order that they appear in the reports

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 weeks ago

The order of Calculation Rows, Metrics and KPIs in a report may not be the same as it appears in the Account Tree. They will be displayed by the following preset order when they are designated to the same Account Header Location in the Account Tree.

Default Order

If they are all added to the same Header Location then the order they will be displayed in the report is:

  • Calculations - in Alphabetical Order, then

  • Metrics in order of Metric list, then

  • KPIs in order of KPI list

Tips to re-order

  • Calculations can be ordered by naming alphabetically

    • Or you can add a prefix number to the LABEL for Calculation setting

  • Metrics and KPIs can be re-ordered in KPIs & Metrics screen

    • Please note this will then apply to all reports using the default order

  • Turn a Metric into a KPI to order within the KPI section

    • You can create a KPI that refers to a Metric value, to then display as a KPI and order with other KPIs

Additional Location Headers

  • Additional HEADERS can be added

    • Number the Headers to create the order for your additional information

    • Attach Calculations, Metrics or KPIs by setting the Locations as required

    • Headers will NOT appear in the report, unless you assign Accounts to them

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