Sort Dashboard Components by Groups and Measures

We overhauled sorting in dashboard components and improved how components sort data. Instead of choosing to sort by label or value, you can sort by a named group or measure. Plus, dashboard components now support two-level sorting. So you can sort a component by stage and then by sum of amount, or by average age and then record count.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To sort data in a dashboard component, edit the dashboard component.

Sorting a Lightning table by group and then by measure

To set the first-level sorting behavior, choose an eligible group or measure from the Sort By dropdown (1). Don't see the group or measure that you want to sort by? Make sure it's in the component. Click the arrow icon to change the sort direction between ascending () and descending () (2). To set second-level sorting behavior, choose an eligible group or measure from the Then Sort By dropdown.

Note

A Word about Sorting Behavior Past and Present

For dashboard components created before the Summer ’19 release, there is an extra sort option: Report Grouping. The primary purpose of the Report Grouping option is to provide forwards compatibility for existing dashboards without disrupting how each component is sorted. Choosing to sort by Report Grouping ascending () means "match the sort order of the source report". Choosing to sort by Report Grouping descending () means "invert the sort order of the source report".

Report Grouping isn't available for dashboard components created in Summer ’19 and later. If you change the sort order from Report Grouping to a named group or measure and save the dashboard, then the Report Grouping sort option disappears. If a source report has a row limit filter (only available in Salesforce Classic), then the Report Grouping option is always available.