Forum Discussion
Sorting rows in a pivot table by date 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
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
SergeiBaklan I get this error message when typing in helper function:
