Forum Discussion
Sorting rows in a pivot table by date columns
I'm trying to sort a pivot table which has company names in rows and closing month in columns.
On Windows that's easier, you may add data to data model and sort in it Deal Name by Close Date. Afraid that doesn't work on Mac.
As variant you may add helper column to source table as
=TEXT([@[Close Date]],"00000")&[@[Deal Name]]add it to PivotTable into rows on first position, that will be like
Now we may narrow or hide that column, with grouping dates by month and year result will be
11 Replies
Hi Joe_IG
Your attached sample workbook doesn't have a pivot table. The sample data is already sorted by month. Here is a copy and paste of your data right from your workbook.
Sort this Pivot table by Month? Company Jan Feb March April Comp a $ 5,000 Comp b $ 7,000 Comp c $ 8,000 Comp d $ 3,000 Not sure what you want to achieve. Can you mock up the expected result?
Please see 'Desired Outcome' sheet in Excel File
On Windows that's easier, you may add data to data model and sort in it Deal Name by Close Date. Afraid that doesn't work on Mac.
As variant you may add helper column to source table as
=TEXT([@[Close Date]],"00000")&[@[Deal Name]]add it to PivotTable into rows on first position, that will be like
Now we may narrow or hide that column, with grouping dates by month and year result will be
I've attached the file is has pivot table.
