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windslice avatar windslice commented on June 17, 2024 1

Hi Keshia, Thanks a lot for the advice!

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KeshiaRose avatar KeshiaRose commented on June 17, 2024

Hi @windslice, manual sorting is not saved per filter in general with Tableau, whether you are using an extension or not. Instead of manually sorting the IDs you should sort by another field. If there is no natural field to sort by then you can make a custom calculation like so:

CASE [Step ID]
WHEN 1 THEN 
    CASE [Data ID]
    WHEN "a" THEN 1
    WHEN "d" THEN 2
    WHEN "b" THEN 3
    WHEN "x" THEN 4
    WHEN "g" THEN 5
    WHEN "h" THEN 6
    ELSE 0 END

WHEN 2 THEN
    CASE [Data ID]
    WHEN "a" THEN 1
    WHEN "y" THEN 2
    WHEN "b" THEN 3
    WHEN "c" THEN 4
    WHEN "z" THEN 5
    WHEN "g" THEN 6
    WHEN "h" THEN 7
    ELSE 0 END
ELSE 0 END

Then add a sort on your [Data ID] using sort by field, ascending on your custom calculation with minimum aggregation:
image

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