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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.

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.

In this section

Creating a Reference Code

StepInstructionsImage

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)

Values

Enter the details for each value (L-R):

  • Code: the value as it occurs in the database
  • Description: the value you want to see in your report
  • Sort: the sort number for this value (if enabled)
  • Colour: the colour for this value (if enabled)
  • Image: the image for this value (if enabled)
  • Click + to add this value to your reference code

You can also populate the available values from the database (data source). You can still manually add values to allow for other possible answers.

Refresh

We recommend leaving the Reference Code values to be updated manually. Save your reference code changes.

You can now use this reference code in the current report, as well as in other reports using this field (or other fields with the same values).




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.



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