Personalize a Dataview 

Use Sort to control the order of the data displayed in a Dataview. Multiple columns can be sorted.

1. From the toolbar, select Refine.
2. From the Refine panel, select the Sort tab.
   A list of column headings appears.
3. Select a column name and then from the drop-down list, select Sort Ascending, Sort Descending, or No Sort.
   Note Select No Sort to remove sorting.
4. Select Apply.

   The Sort Ascending arrow or Sort Descending arrow appears next to the column name to indicate the current sort order. If you sort multiple columns, a numeric value indicates sort order priority.

5. (Optional) From the Dataview, select a downward-facing arrow to the right of any column heading.
   1. From the drop-down list, select Sort Ascending or Sort Descending.
   2. To remove the sort order, select Sort Ascending or Sort Descending again.

Filter data in a Dataview to focus on information of interest. Multiple columns can be filtered.

1. From the toolbar, select Refine.
2. From the Refine panel, select the Filter tab.
   A list of column headings appears.
3. Filter a column.
   1. From the panel, select a column name.
   2. From the drop-down list, select an operator.
   3. Enter a value for the filter.
   4. Select Done, and then select Apply.
4. Remove a filter.
   1. From the panel, select a filter to the right of a column name.
   2. From the operator drop-down list, select No Filter. Or, select the Delete icon.
   3. Select Done, and then select Apply.

To facilitate viewing, you can group records that share a specific attribute, such as the same Primary Labor Account.

1. From the toolbar, select Refine.
2. From the Refine panel, select the Group tab.
   A list of column headings appears.
3. Define a group.
   1. Select a column name.
   2. Select Group.

      The selected column is hidden and the unique values contained within the column form groups. You can show the column again by selecting Filter on the far-right side of the column headers and selecting the column header name.

      If you select an additional column to group, it becomes secondary to the first grouping.

      All groups with duplicate values are included within their own section header.

   3. Select Apply.
4. (Optional for non-numeric data types) From the Dataview, select a downward-facing arrow to the right of any column heading and then select Group by the Column.
5. Ungroup columns.
   1. From the Refine slider, select the Group tab.
   2. Expand the column name for which grouping should be removed.
   3. Select No Group.
   4. Select Apply.

You can count and aggregate data in Dataview columns. Options available vary by data type. 

1. From the toolbar, select Refine.
2. From the Refine panel, select the Calculate tab.
   A list of column headings appears.
3. Expand the column header to which you want to apply a calculation and make a selection.
   1. For non-numeric data items, select Count.
   2. For numeric data items, select Sum, Average, Minimum, or Maximum.
4. Select Apply.
5. Remove a calculation.
   1. From the Refine slider, select the Calculate tab.
   2. Expand the column name for which grouping should be removed.
   3. Select No Calculate.
   4. Select Apply.
6. (Optional) From the Dataview, select a downward-facing arrow to the right of any column heading and make a selection.
   1. For non-numeric data items, select Count.
   2. For numeric data items, select Sum, Average, Minimum, or Maximum.
7. (Optional) To remove a calculation from the column heading, select a downward-facing arrow to the right of any column heading and select the calculation to be removed or select another calculation type.