Reference Codes allow you display, sort and/or attribute specific colours to the values against a field across your reports.

You might use this to:

group values together
update old values to new values
apply acronyms to values
sort values in a specific way
apply default colours to values for consistency across report charts.

Acendre Analytics only

This functionality is only available in the new Acendre Analytics.

In this section

Applying a Reference Code to Columns

To apply a reference code, select this option under Column Formatting > Display > Format drop down for the relevant field.

There will likely be two Reference Codes built in:

Month Name, to apply the month name and sort order to a numerical month number field
Step Status Order, to apply a sort order to step statuses

You can either edit an existing Reference Code, or create a new one for your field.

Applying a Reference Code to Filter Values

If you are using a value list selection with cached filter values on a field that has a Reference Code applied in the view, you can apply this to the filter to sort them in accordance with the reference code.

Note: this returns the reference code values instead of the cached filter values. If you are missing values in your list, you will need to update your reference code.

Creating a Reference Code

Step

Instructions

Image

Details

Specify:

The name of your Reference Code (make it easy to recognise what it does)
If values require a custom sort (other than alphabetically)
If values require a custom colour
If values require a custom image
If values require Trimming (recommended to remove spaces before and after each value)