Ranking for cards
Let's look at the different options to rank the data in your cards.
1. Axis-level ranking for cards
Let's look at the TopN configurations required to display the months with the least and most revenue in 2024. You can rank the axis categories based on the measures or variances.
TopN ranking for axis categories can be applied within trellis panels as well. Before ranking, each panel in the trellis below shows the data from January to December.
After applying the TopN rule, only the 3 top-performing and bottom-performing months are rendered.
2. Row/column level
In trellis mode, you can rank the data in the rows and columns. Let's create a trellis depicting the sales actuals for product sub-categories across sub-regions and display panels based on their rank. We can assign TopN rules at row x column level to rank the sub-categories and sub-regions based on sales.
After ranking has been applied, the top and bottom performing subregions and the top 4 subcategories are rendered.
3. Trellis level
You can apply ranking for linear trellises, where the row and column categories have been combined. To create a linear trellis, open the Pivot data interface > Category tab > Enable the Combine row/column dimensions option.
The TopN interface will have a Trellis tab from where you can set ranking rules. The TopN rules would display an overall ranking across row and column dimensions based on measures or variances.
The 3 top-performing and bottom-performing panels are displayed after the ranking is applied.
4. Stack level
You can rank the measures from the 'Stacked' tab when you have stacked measures/dimensions.
After ranking, the 6 months with the least performance are rendered in each card.
5. Nested rules
When the dataset is hierarchical, we can apply nested rules to identify the top-performing or least-performing categories. Consider that we have a product and region hierarchy. Let’s explore the rules that need to be configured to identify the following trends:
Region and Category having the highest sales.
Top 2 Subregions that have the highest allocated budget.
Top Subcategory that has the highest variance percentage.
Only one rule can be created per level of the hierarchy.
STEP 1: Create a row-level rule to identify the region with the highest sales.
STEP 2: Create and apply another row-level rule to identify the Subregions with the highest budget. As Subregion is at the lowest level of the region hierarchy, notice that the ‘Add new rule’ link is disabled.
STEP 3: Add a column-level rule to identify the category with the highest sales.
STEP 4: Add another column-level rule to identify the Subcategories with the highest variance percentage.
After applying the Top N rules discussed above, the chart is rendered as shown below.
6. Others group configurations
You can group the remaining items that do not fall in the Top N buckets and display them in the report. To achieve this, check the ‘Show remaining items as’ box.
6.1. Rename the ‘Others’ bucket
Let's assign a relevant name for the items grouped under ‘Others’. In this example, we are displaying the top subregions. We've renamed the Others bucket to "Subregions".
6.2. Add suffixes – Field name and count
You can suffix the name of the dimension category and the count of items grouped under the Others bucket by checking the relevant option:
+ Category Suffix
+ Item count
For trellis panels, the dimension name and number of items grouped under the ‘Others’ bracket are displayed by default. We'll display just the count by unchecking the "+ Category Suffix" option.
6.3. Maintain sort order
Generally, the Others group is placed at the end of the section, after all the items that qualify for the Top N rule. You can select the ‘Maintain sort order’ option to arrange the panels based on the measure values.
After enabling the maintain sort order option, notice how the position of the 'Others' group shifted based on alphabetical order.
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