When working with a list of mixed records displayed in a dashboard list component, you may need to sort that data to make it more manageable. You can sort in ascending and descending order. You can also sort by multiple column headings.
Carry out the following steps in order to complete this recipe:
- Select the Dashboards link from the Workplace area.
- Select the Microsoft Dynamics CRM Overview dashboard. There should be a list located near the bottom right of this dashboard with the title My Activities. By default, this list is sorted by the Due Date column, as indicated by an arrow located in the column heading, as shown in the following screenshot:
- The arrowhead pointing up indicates that this column is being sorted in ascending order (lowest to highest). Click on the Due Date column heading again to change the column sorting to descending order (highest to lowest), as shown in the following screenshot:
Any column sorting that has been applied to the list component will not be remembered by the dashboard. If you leave this dashboard and come back, any sorting changes you made will be reset to the default sort.
A list in Dynamics CRM 2011 can also be sorted by multiple columns at the same time. This is useful when trying to quickly focus on a segment of data.
- Click on the Priority column heading; this will set it up in ascending order with an upwards facing arrow in the heading, as shown in the following screenshot:
- Next, hold down the Shift key on your keyboard and click on the Activity Type column. Both columns now have arrows in the column headings and the list has been resorted, as shown in the following screenshot:
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