Sort and Filter

There are four ways to sort and filter the pivot table, depending on the scene.

No	When to specify	Where to specify	How to specify	Use	Remarks
1	Upon setting the app	Field settings on the Plug-ins Setting page (Xross mode)	Sort and Filter	Initial screen at runtime (only sort can be specified)	Xross mode setting
2	Upon setting the app	View creation screen	Sort and Filter	Initial screen at runtime	The same setting method with Kintone standard view
3	At runtime	Pivot table header	Described in the following topic Method to specify sort / filter by header of pivot table	If you want to specify sort / filter after aggregation	Xross mode setting
4	At runtime/td>	Display at the top of the pivot table/command bar	Search Pane	If you want to easily specify a filter with predetermined fields and conditions	Xross mode setting

Sort (Sorting header's items)

In order to sort the records through header, click the triangle button that appears in the row and column header and then click the "Sort Ascending", "Sort Descending" and "More Sort Options".

Sorting Status

In the sorted header, an indicator showing the sorting status is displayed as follows.

In ascending order
　Up arrow is displayed.
In descending order
　Down arrow is displayed.

"Sort Ascending" and "Sort Descending" are sorted in character code order. If you want to sort the aggregated values or in custom order, click "More Sort Options".

Filter (show/hide the row and column)

In order to specify the filter conditions, click the triangle button that appears in the row or column header.

There are three methods to filter.

(1) Label / Date Filter

If you move the mouse cursor to (1), the context menu will be displayed in the same way as the pivot table in Excel. For Date field, the date filter is displayed instead of a label filter. You can show/hide the records by specifying the condition of the string in the header.

A dialog is displayed when you select the context menu. The conditions that can be specified differ depending on the target field type.

String

Date

Number

(2) Value Filter

If you move the mouse cursor to (2), the context menu will be displayed in the same way as the pivot table in Excel. You can show / hide the header by specifying the condition of the aggregated value.

A dialog is displayed when you select the context menu. The conditions that can be specified differ depending on the aggregate value type selected in the drop-down list on the left.

String

Date

Number

(3) Item Filter

You can filter the items by entering the desired value in the search box.

You can use an asterisk (*) or a question mark (?) as a wildcard character for the characters to be entered whereas an asterisk indicates one or more characters, and a question mark indicates one character. If you want to filter the values that include the asterisk (*) or the question mark (?), you can filter it as a character by prefixing it with a tilde (~), and the matching values will be listed and displayed in the search box.

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Field Type	Label Filter	Date Filter	Value Filter	Item Filter
Text	✔		✔	✔
Number	✔		✔	✔
Calculated	✔		✔
Radio button	✔		✔	✔
Check box	✔		✔	✔
Multi-choice	✔		✔	✔
Drop-down	✔		✔	✔
Date		✔	✔
Time	✔		✔
Date and time		✔	✔
Link	✔		✔	✔
User selection	✔		✔	✔
Department selection	✔		✔	✔
Group selection	✔		✔	✔
Lookup	✔		✔	✔
Record number	✔		✔	✔
Created by	✔		✔	✔
Created datetime		✔	✔	✔
Updated by	✔		✔
Updated datetime		✔	✔
Status	✔		✔	✔
Assignee	✔		✔	✔

Sort and Filter

Create Custom Sort Order (Custom Lists)

Search Pane