How to: Define a Sorted Data Region [AX 2012]

Updated: March 4, 2011

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can control the order in which data appears within a report data region by defining a sort order. A specific sort order is set when the report is built. For example, you might want to display customer data alphabetically by last name or numerically by account number.

Defining a static sort order is different from interactive sorting where the sort order can be changed at runtime. Using interactive sorting, you can sort by column A and then later by column B. For more information on interactive sorting, see How to: Define Interactive Sort on Fields in a Data Region.

The following procedure explains how to set the static sort for data in a data region.

To sort data in a data region

  1. In Model Editor, expand the node for the report that you want to work with.

  2. Expand the Designs node for the report.

  3. Locate the node for the auto design that you want to modify, and then expand the node for the design.

  4. Expand the node for the data region that contains the data that you want to sort.

  5. To define a sort order, do one of the following:

    • To define a sort order outside a grouping, right-click the Sorting node, and then click Add Sort.

    • To define a sort order within a grouping (grouping, row grouping, column grouping, category or series) expand the node for the grouping, right-click the Sorting node, and then click Add Sort.

    In either case, a node for the sort order displays in Model Editor.

  6. Select the node for the sort order.

  7. In the Properties window, specify values for the following properties.

    Property

    Description

    Name

    A name for the sort order.

    Sort By

    An expression that is used to identify the data that is to be sorted. You can select an item from the drop-down list or click <Expression…> to display the Edit Expression dialog box where you can create an expression. For information about creating expressions, see Expression Examples in Reporting Services.

    Sort Order

    The order in which to sort the data. You can sort in Ascending or Descending order.

  8. To preview the layout of the report, right-click the node for the design, and then click Preview.

    The Preview window has two tabs: a Parameters tab and a Report tab. The Parameters tab lists the parameters that have been defined for the report. If the Dynamics Filters property on the dataset is set to True, you can filter on any fields in the underlying tables that the query is based on. For more information about parameters, see How to: Define a Report Parameter. The Report tab displays the report. Any errors that are encountered are displayed in the Error List window.

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