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CommunityThe Firm Analytics updates under the Accounting Tab have promise, but I would like to know the steps in Excel to Sort them correctl I know you have to first UnMerge then fix the row heights and columns, but then the sorting, i.e. high to low with

The Firm Analytics updates under the Accounting Tab have promise, but I would like to know the steps in Excel to Sort them correctl I know you have to first UnMerge then fix the row heights and columns, but then the sorting, i.e. high to low with

Scott Wolf (Schlossberg, LLC) asked a question.

The Firm Analytics updates under the Accounting Tab have promise, but I would like to know the steps in Excel to Sort them correctl I know you have to first UnMerge then fix the row heights and columns, but then the sorting, i.e. high to low with

billables, which is a key metric in the hours reports. If it is not sortable I would strongly suggest that it be reformatting to allow full, intuitive sorting. Thank you.


Karen Foley and Cheri Bardin like this.
  • Scott Wolf (Schlossberg, LLC)

    apologies for the grammatical errors!

    • Been barking up that tree since we first started with Leap. ALL the Reports are that way. Before I can work with any of them it's: Enable Editing, Select All, Unmerge, Fix text wrapping, Resize columns, Delete superfluous/empty rows and columns, then finally Filter columns. (Also Text to Columns as well, if they've added Line Breaks to cells. And for some wonky reason, dates aren't "dates" in Leap reports - they're text data; so got to fix that too if I want to sort chronologically.)

       

      I have to do this every time I pull a Leap report. It's like they're designed to be visually impressive instead of having functional utility. My PMA has got to be tired of me asking for Leap to just give me the ability to just export raw data and build reports as I see fit, rather than locking me into what Leap deigns to provide.

       

      I even tried writing macros for it, but Leap reports aren't a fan of that either. So, ¯\_(ツ)_/¯

      Expand Post
  • Scott, thanks for the question. The best way to manipulate the Excel spreadsheet from this report is by applying Filters.

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The Firm Analytics updates under the Accounting Tab have promise, but I would like to know the steps in Excel to Sort them correctl I know you have to first UnMerge then fix the row heights and columns, but then the sorting, i.e. high to low with