However, after sorting the items, Jan is at the top of the list, instead of Ann. The rest of the items are sorted correctly, but Jan is the exception. In this example, Jan is at the top of the list, because Excel assumes Jan means January, and "Jan" is in one of Excel's built-in custom lists.
There are built-in custom lists of weekday names and month names -- both the full names January, February, etc. In addition to the built-in custom lists, you can also create your own custom lists, such as districts, or departments, or other lists of items.
By default, Excel's custom lists take precedence when you're sorting labels in a pivot table. The built-in lists and the custom lists that you create, will both affect the pivot table sorting. Fortunately, if things don't sort the way that you need them to, you can fix the problem, by changing a pivot table setting.
To prevent the custom lists from taking precedence when sorting a pivot table, follow these steps to change the setting:. After you adjust that pivot table setting, the list of names changes, and Ann is shown at the top, instead of Jan. Thanks so much, columns with dates were not sorting correctly. I was starting to curse Excel This fixed the problem.
This did not work for me. I formatted the column for the data as Date and custom "Mar". However, the pivot table will not recognize this column as date. I need the pivot table to recognize this column label as date so that I can sort it "Oldest-Newest or Newest-Oldest. Any ideas? I have this same problem.
There is no opportunity to sort as oldest-newest, only A to Z. I have the same issue when using the "Date" field as a Row Label.
- Sipmle pivot table won't sort.
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I moved the "Date" field to Values, and chose "Sum of", then just adjusted the number format to Date. This allows me to sort another field by the Value of the "Date" field. Excel only allows sorting Row Label fields by Value fields. This is the only way I can figure date sorting when all the other suggestions above don't affect anything in the pivot table.
I do not know if I will lose any other functionality from making the "Date" field a value. I already have other fiscal time periods in my Report Filters that will allow me to select certain time periods, so hopefully not. Thanks Debra That really helped me out. Sorry this didn't help. Skip to main content. Site Feedback. Tell us about your experience with our site. I'm using Mac Excel This thread is locked.
You can follow the question or vote as helpful, but you cannot reply to this thread. I have the same question 6.
Sort data in a PivotTable
In reply to jameschung's post on December 7, Hi James, I don't think Jomel understands PivotTables quite well enough to understand what it is you are trying to do, which is to use a feature that was left out of Excel for Mac. Finally, I'll show you how to format your Pivot Table using Styles, apply conditional formats to summarize your data visually, and share your Pivot Tables as printed, and PDF, documents.
In short, I'll show you how to summarize and analyze data using one of Excel's most powerful and overlooked features.
Dive right in. Are you sure you want to mark all the videos in this course as unwatched? This will not affect your course history, your reports, or your certificates of completion for this course. Type in the entry box, then click Enter to save your note. Start My Free Month. You started this assessment previously and didn't complete it.
Re: Sipmle pivot table won't sort
You can pick up where you left off, or start over. You are now leaving Lynda. To access Lynda. Visit our help center. Business Intelligence. Preview This Course. Author Curt Frye shows you how to gain more valuable insights from your organization's data—demystifying the complexity of pivot tables while demonstrating their power. His tutorials show how to build PivotTables from Excel workbooks or external data sources, add calculated fields, filter results, and format your layout to make it more readable.
Excel for Mac 2016: Pivot Tables in Depth
Plus, learn how to use conditional formatting to intelligently highlight cells, apply color scales, create data bars, and share your pivot table results in printouts or via PDF. Topics include: Skill Level Intermediate. Show More Show Less.
Resume Transcript Auto-Scroll. Related Courses. Preview course. Excel Data Validation with Dennis Taylor. Managing and Analyzing Data with Dennis Taylor.
Excel: Reporting Text in a Pivot Table - Strategic Finance
Search This Course Clear Search. Welcome 1m 16s. What you should know before watching this course 45s. Using the exercise files 39s. Creating and Pivoting PivotTables.