Contents

Locating the Centage Applications

Sorting/Clearing Sorting

Exporting to Excel

Centage enables you to create budgets for your Operating Expenses, Revenue, Personnel, Drivers, and Adjustments.

When you create a budget, you may have thousands of line items on a single page. Centage enables you to sort these line items by column to see them in ascending or descending order.

Example: You could sort your line items by Amount in ascending order so that line item Amounts display from least to greatest.

This document shows you, a Centage user, how to sort line items in the Centage applications (Operating Expenses, Revenue, Personnel, Drivers, and Adjustments). 

Locating the Centage Applications

To sort line items in Centage, open the Worksheets module and select one of the applications (Operating Expenses, Revenue, Personnel, Drivers, or Adjustments). Sorting works in all of these applications.

The application page opens. You can sort the line items on this page.

Sorting Line Items

You can sort line items by column (one column at a time).

Step 1: To sort a certain column, hover over the column’s header and select the More icon ( ). T

Step 2: The Sorting menu appears. 

You can:

Sort Ascending – Arrange line items in order from least to greatest (symbols, numbers from zero to infinity, A-z, and blanks in that order) from top to bottom.

Sort Descending – Arrange line items in order from greatest to least (blanks, z-A, numbers from infinity to zero, and symbols in that order) from top to bottom.

Autosize This Column - Changes the specific column to be large enough to display all texts but small enough to not take up to much blank space

Autosize All Columns - Changes all columns in the table to be large enough to display all texts but small enough to not take up to much blank space

Freeze Column - Allows the Column to be on either the far right of the table or the  far left of the table

Please Note: When you sort a column with dates, Centage sorts the dates from earliest to latest (in ascending order) or latest to earliest (descending order).

When select Sort Ascending or Sort Descending:

• The column is sorted.
• A Sorted icon ( ) or () appears in the top right corner of the header.

Example: When you sort the Name column in descending order, these Names sort in reverse alphabetical order: T, S, C, B.

Please Note: You can only sort one column at a time. If you have one column sorted, and then select to sort another column, the sorting on the first column is erased. The page rearranges according to the sorting on the second column.

Clearing Sorting

To clear (undo) the sorting on a single column, click on the More icon ( ) and select Clear Sort.

To clear sorting without having to find which column is sorted, click on the Remove all Sorts ( ) in the top left.

The line items return to their previous order.

Guidelines for Sorting

Centage has the following guidelines for sorting:

Order of Sorting: Words, Symbols, or Numbers

If you sort columns with words, symbols, or numbers in ascending order, Centage arranges line items in this order:

1. Symbols (special characters) except for the hyphen ( - )
2. Numbers
3. Letters in alphabetical order (capital letters first: Cash before cash)
4. Blanks

Example: Examples of sorting in ascending and descending order:

Order of Sorting: Dates

When you sort columns with dates in ascending order, Centage arranges the dates from earliest to latest.

Non Text Items can be Sorted

You can move Columns from the Properties Pane to be on the table by Clicking on the Property then Dragging and Dropping it under Rows (example: Use Data Link property shown below).

Even though it is not sorted from text, it is sorted based on whether or not the toggle is on. The example below shows Data Link sorted in Ascending Order.

Adding Line Items While Sorting

When you add a line item to a page when a column is sorted, the page rearranges to put the new line item in the correct place according to the sorting.

Adding a line item:

New line item jumps to the correct place:

Deleting Line Items While Sorting

When you delete a line item to a page when a column is sorted, the page rearranges the remaining line items according to the sorting.

Deleting a line item:

Page rearranges after line item is deleted:

Exporting to Excel

When you export to Excel, your Excel spreadsheet does not keep your sorting. The spreadsheet lists the line items in their original order.

When you re-import the Excel spreadsheet back in, clear all sorting and then re-apply it.

Importing from Excel:

Re-sort after importing:

Sorting and Filtering At the Same Time

You can sort and filter line items at the same time. Centage rearranges the filtered line items on the page.

Sorting a Column With Duplicate Values

When you sort a column with many of the same values (for example, if you sort a Spread Method column when many items use the Even Spread Method) the sorting puts the same values into groups but keeps them in their original order within each group.

Sorting a column with duplicate values:

Sorting groups the same values, but keeps them in the original order in each group:

Removing a Sorted Column

When you remove a sorted column from your view, that sorting is cleared (whether you moved a Dimension from Rows to Filters, or a column back to the Properties pane).

Example: When you uncheck Spread Method from the Arrange Panel, the sorting is cleared

Unchecking Spread Method

Sorting is cleared: