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Monday, July 16, 2012

Sort Pivot Tables the way you want [Quick tip]

Sort Pivot Tables the way you want [Quick tip]:
Ever looked at a Pivot table & wondered how you can sort it differently?
“If only I could show this report of monthly sales such that our best months are on top!”
Well, there is a way to do it without sacrificing 2 goats or pleasing the office Excel god. Just use custom sorting options in Pivot tables.

Custom Sorting of Pivot Tables

Assuming you have a pivot table like this:
Sorting Pivot Tables in any order - how to
… and you want to sort it such that best months are on top.
Just use below process.
  1. Click on the month name column
  2. Go to “More sort options”
  3. Choose Descending
  4. From the drop-down, pick “Sum of sales” as the criteria
  5. Click OK and you are done!
  6. Save the goats for some other occasion.
See this quick demo to understand how its done.
Custom Sorting Pivot Tables in Excel - Demo

BONUS TIP

If you want the data in your own order, you can move the values in pivot report around. Just drag & drop to re-arrange the report!

Do you sort your pivots?

I use sorted pivot reports for various reasons. Often, I use sorted data as intermediate step in a dashboard or big model.
What about you? Do you sort your pivot reports. What techniques do you use? Please share using comments.

New to Pivot Reports, check out this:

If you want to learn about pivot tables & pivot reporting, you have hit a mine. We got lots of material on it. Start with these,
PS: No goats or any other animals were hurt while writing this post.

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