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
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:
Joe_IG , thank you for the feedback, glad to help
