Change the View
You can toggle the view of your chart to appear as either a table or a chart. To change the view of your chart:
View your chart.
Toggle between a table and a chart type.
When you display your data as a chart, Trends automatically selects the type of chart that works best for your data. If you wish to use another type, click the change visualization icon and select the type of chart you want. Refer to Understand Charts for more information.
Sort Your Search
Sorting your search allows you to order your chart, making it easier to read and analyze. To sort your search:
If you are in the data (table) view, select the column header you would like to sort on.
By default, sorting applies in descending order. For example, if the column has numerical values, it would start at the highest number and decrease. Click the column header again to sort in ascending order.
Hold Shift on your keyboard and select another column to add a secondary sort. You can continue this action to add tertiary sorting and beyond.
If you are in the chart view, click the axis label of your chart that you would like to sort and select Sort. You can choose to sort in ascending or descending order.
Hidden Sort
You can also sort by a measure that you do not want to display in the chart. For example, if you search for "amount transaction date sort by first name", you can move "first name" to the not visualized section from the edit chart panel. Trends sorts the chart by first name, but the first name margin measure itself does not appear in the chart. This is referred to as a hidden sort.
You cannot perform a hidden sort on an attribute or date column.
Change the Date Bucketing (Grouping)
You can change the date bucketing (or grouping) on tables and charts for columns with date values. Bucketing is a method for grouping a column in your data. To bucket your data in a table view, select the More menu icon that appears when you hover over a column name on a table.
You can specify date bucketing at many granularities, from detailed (to the minute or second) to yearly, depending on your data. You can also specify bucketing based on the position of a bucket relative to another, larger bucket. For example, you can group data by month, quarter, or week of the month.
To bucket your data in a chart view, select the dropdown icon that appears when you hover near the axis labels on a chart.
Trends selects a default date bucket for you when you search. This default takes the entire search result into account. For example, if your search includes last month, dates are bucketed daily instead of monthly.
When you add multiple date keywords to a search, Trends preserves the date bucketing implied by the first date keyword. If you search for "amount monthly yearly", you see the results using the "monthly" date bucketing, and the results look like the following:
Monthly order date | Yearly order date | Total revenue |
Jan 2025 | 2025 | 102.4 Million |
Feb 2025 | 2025 | 104.4 Million |
If you would like to change the date bucketing to be "month of year" instead, you can do so by hovering over the Monthly order date column title, clicking the more options icon, and selecting Time Bucket > Month > Month of Year.
Undo, Redo, and Reset Buttons
As you work with searches and charts, you may want to undo or redo an action. Use the in-product undo, redo, and reset buttons to reset or go back or forward one step each time you make a change in a search, saved chart, or board visualization (for example, when you add a new column to the search, drill down, or sort). These buttons appear to the right of the search bar in a search or saved chart. Note that the reset button is only available for saved charts, and it resets the chart to its last saved state.
