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<?xml-stylesheet type="text/xsl" href="https://communities.bentley.com/cfs-file/__key/system/syndication/rss.xsl" media="screen"?><rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/"><channel><title>How to sort Quantified BOM report</title><link>https://communities.bentley.com/products/utility_network_analysis___design/w/utility_network_analysis_and_design_wiki/52993/how-to-sort-quantified-bom-report</link><description /><dc:language>en-US</dc:language><generator>Telligent Community 12</generator><item><title>How to sort Quantified BOM report</title><link>https://communities.bentley.com/products/utility_network_analysis___design/w/utility_network_analysis_and_design_wiki/52993/how-to-sort-quantified-bom-report</link><pubDate>Wed, 27 Jan 2021 10:38:25 GMT</pubDate><guid isPermaLink="false">6dad98f5-dbc9-4c4d-a9ba-e9da8dc6aa8e:e164e73b-741f-4f44-b407-78a2f33da182</guid><dc:creator>Avanti Khandalkar</dc:creator><comments>https://communities.bentley.com/products/utility_network_analysis___design/w/utility_network_analysis_and_design_wiki/52993/how-to-sort-quantified-bom-report#comments</comments><description>Current Revision posted to OpenUtilities Wiki by Avanti Khandalkar on 1/27/2021 10:38:25 AM&lt;br /&gt;
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&lt;td style="text-align:right;"&gt;&lt;strong&gt;&amp;nbsp;&lt;/strong&gt;&lt;/td&gt;
&lt;td style="text-align:right;"&gt;&lt;strong&gt;Product(s):&lt;/strong&gt;&lt;/td&gt;
&lt;td&gt;Promis.e, Bentley Substation&lt;/td&gt;
&lt;td&gt;&lt;/td&gt;
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&lt;tr&gt;
&lt;td style="text-align:right;"&gt;&lt;strong&gt;&amp;nbsp;&lt;/strong&gt;&lt;/td&gt;
&lt;td style="text-align:right;"&gt;&lt;strong&gt;Version(s):&lt;/strong&gt;&lt;/td&gt;
&lt;td&gt;Connect&lt;/td&gt;
&lt;td&gt;&lt;/td&gt;
&lt;/tr&gt;
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&lt;td style="text-align:right;"&gt;&lt;strong&gt;&amp;nbsp;&lt;/strong&gt;&lt;/td&gt;
&lt;td style="text-align:right;"&gt;&lt;strong&gt;Environment:&lt;/strong&gt;&lt;/td&gt;
&lt;td&gt;N/A&lt;/td&gt;
&lt;td&gt;&lt;/td&gt;
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&lt;td style="text-align:right;"&gt;&lt;strong&gt;&amp;nbsp;&lt;/strong&gt;&lt;/td&gt;
&lt;td style="text-align:right;"&gt;&lt;strong&gt;Area:&lt;/strong&gt;&lt;/td&gt;
&lt;td&gt;Template Management&lt;/td&gt;
&lt;td&gt;&lt;/td&gt;
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&lt;td style="text-align:right;"&gt;&lt;strong&gt;&amp;nbsp;&lt;/strong&gt;&lt;/td&gt;
&lt;td style="text-align:right;"&gt;&lt;strong&gt;Subarea:&lt;/strong&gt;&lt;/td&gt;
&lt;td&gt;Report Template Designer&lt;/td&gt;
&lt;td&gt;&lt;/td&gt;
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&lt;h1&gt;Background&lt;/h1&gt;
&lt;p&gt;The report templates found in the &amp;quot;Bill of Materials (Quantified)&amp;quot; category will result in reports sorted by part number regardless of the sorting applied on the [[Run Reports]] dialog by clicking the Sorting button. This is a limitation of the interface related to the grouping applied to the data, but it does not mean that quantified bill of materials reports cannot be generated with the data sorted by fields other than part number.&lt;/p&gt;
&lt;p&gt;A &amp;quot;Balloon BOM_Qty&amp;quot; template found in the CUSTOM category on &lt;em&gt;Run Reports&lt;/em&gt; could be used, as these templates do not use grouping and therefore do not have the limitation on sorting with the interface. However, a disadvantage of using these templates is that Options are not available for these templates.&lt;/p&gt;
&lt;p&gt;This document describes how to modify a &amp;quot;Bill of Materials (Quantified)&amp;quot; report template so that it sorts by the desired fields.&lt;/p&gt;
&lt;h1&gt;Steps to Accomplish&lt;/h1&gt;
&lt;p&gt;Refer to the animation below when following this procedure.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;
&lt;p&gt;Open a page in a project that makes a good test for the desired sorting.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Open [[Report Template Designer]].&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Select &lt;strong&gt;File &amp;gt; Open&lt;/strong&gt; and open the report template to be modified or used as the basis for a new template, such as &amp;quot;BOM_Qty - Letter&amp;quot;.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;In the Designer view, find the Group Header band and click it.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Click the &lt;strong&gt;&amp;gt;&lt;/strong&gt; arrow that then appears on the band.&amp;nbsp; This should reveal a &lt;em&gt;GroupHeaderBand Tasks&lt;/em&gt; ppop-up&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;On the&lt;em&gt; GroupHeaderBand Tasks&lt;/em&gt; pop-up click the &lt;strong&gt;[...]&lt;/strong&gt; button next to the &amp;quot;GroupFields&amp;quot; field.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;On the resulting &lt;em&gt;GroupField Collection Editor&lt;/em&gt; dialog, click the &lt;strong&gt;Add&lt;/strong&gt; button.&amp;nbsp; An additional GroupField item should appear in the left pane.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;With the new &lt;strong&gt;GroupField&lt;/strong&gt; item highlighted, select the field to sort by in the FieldName field in the right pane. For example, &amp;quot;Manufacturer&amp;quot;.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Repeat step 7 to add any other fields to sort by.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Use the up and down arrow buttons or arrange the &lt;strong&gt;GroupField&lt;/strong&gt; items in the desired order.&amp;nbsp; For example, to sort by Manufacturer and then partnumber, the &lt;strong&gt;GroupField&lt;/strong&gt; item for &amp;quot;Manufacturer should appear above the &lt;strong&gt;GroupField&lt;/strong&gt; item for partnumber in the left pane.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Use the &lt;strong&gt;Remove&lt;/strong&gt; button to remove unwanted &lt;strong&gt;GroupField&lt;/strong&gt; items.&amp;nbsp; For example, to sort only by &amp;quot;Manufacturer&amp;quot;, the &lt;strong&gt;GroupField&lt;/strong&gt; item for &amp;quot;partnumber&amp;quot; should be removed.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Click &lt;strong&gt;OK&lt;/strong&gt; to close the &lt;em&gt;GroupField Collection Editor&lt;/em&gt; dialog.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Preview the report by selecting the &lt;strong&gt;Preview&lt;/strong&gt; tab.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;If the results are acceptable, use &lt;strong&gt;File &amp;gt; Save&lt;/strong&gt; to save the template or &lt;strong&gt;File &amp;gt; Save As&lt;/strong&gt; to save it as a new template.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Close the &lt;em&gt;Report Template Designer&lt;/em&gt;.&lt;/p&gt;
&lt;/li&gt;
&lt;/ol&gt;
&lt;p&gt;&lt;img alt=" " border="0" src="/cfs-file.ashx/__key/CommunityServer-Wikis-Components-Files/00-00-00-00-26/8713.SortQtyBOM.gif" /&gt;&lt;/p&gt;
&lt;p&gt;If different sorting is required for different clients or different types of projects, use &amp;quot;Save As&amp;quot; to save the template to different names with different sorting applied.&lt;/p&gt;
&lt;p&gt;&lt;img style="border-width:0px;" alt=" " height="60" src="/cfs-file.ashx/__key/communityserver-components-sitefiles/TSG-Logo.png" width="189" /&gt;&lt;/p&gt;
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&lt;td style="text-align:right;"&gt;&lt;strong&gt;&amp;nbsp;&lt;/strong&gt;&lt;/td&gt;
&lt;td style="text-align:right;"&gt;&lt;strong&gt;Original Author:&lt;/strong&gt;&lt;/td&gt;
&lt;td&gt;Matt_P&lt;/td&gt;
&lt;td&gt;&lt;/td&gt;
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