Thanks alot, Phillip. How can i sort the pivot, using the values columns? Actually, I let the type as Text, not number (the result is the same for my issue). 5. I have a problem using Excel data sort & filter. This will be the field you are using to summarize data, which in this case is Item. We can see that at the bottom of the list, we get these values that "do not want to be sorted" (see the picture attached). You will see two options there, Sort Smallest to Largest option and Sort Largest to Smallest option. https://stackoverflow.com/questions/39369204/pivot-table-sorting-by-text-string/39371786#39371786. ask a new question. Under Sort direction, select Left to Right. Number formatting of the column or leading spaces in the numbers if they have been copied and pasted from another source. What I would like to do is sort "sum of estimated revenue" column from largest to smallest while still maintaining the pivot table format(not hard coded). Pivot tables provide a built-in ranking feature, and can rank smallest to largest or largest to smallest. It is technically not plausible. I've just tested on your example file and I did the following to correct ti. This solved my sort problem. However, I had to use sort_remaining=False for self-explanatory reasons and kind='mergesort' because mergesort is a stable sort and won't mess with the pre-existing order within groups defined by the 'month' level.. p.sort_values('id', ascending=False) \ .sort_index(level='month', sort â¦ In this case, we want largest to smallest. Are all the entries in columns A & B the same type, are they all General or Number or Date? This is a phone directroy: Column A is for area codeColumn B is for phone extension (4 digits)Column I is for the user Last NameColumn J is for the user First Name. .. however with this sorting (1.Security , 2.CCY) I am not allowed to sort the value within the pivot table. Notice, the pivot table â¦ What happens when you are trying to sort when security is before CCY? You can sort on individual values or on subtotals by right-clicking a cell, choosing Sort, and then choosing a sort â¦ If you want to sort the amount column from largest to smallest for the subtotals amounts you can select the Amount cell C1 and then click the Sort Descending icon in the Data ribbon tab â see below. Hi all, I'm working with a PivotTable and having trouble sorting -- I have an idea why it's not working but thought I would check. But you're speaking of sorting, it looks like the above picture has been sorted with the grand total column.. I have an Excel file close to 500 lines. This will sort our sum of Sales by descending order, â¦ after that, your grand totals will be sort by â¦ Sorry but I'm always nervous about opening docs so I leave that for someone who has bigger 'beach ball size nuts'! Once in a while, we have lists that we need to sort in custom ways. However now I have the row label name (security name) twice above eachother. See below for an Excel pivot table sorting macro. To make my filter work (to sort by smallest to largest), I had first to reorder all the sheet as The librarian told in his post. Click here to upload your image Sorry if Ido not look at the good place (we say here I am not a "top gun" in excel). I am trying to sort smallest to largest. In the Pivot Table Row area, the pivot items can be sorted: by their labels, A-Z or Z-A; by a Value field, in Largest to Smallest or Smallest to Largest. Run through each section of the pop-up (3 steps) and then click finish. Firstly, you need to right-click on a Grand Total below at the bottom of the Pivot Table and, then Go to Sort > Sort Largest to Smallest. Fix Pivot Table Sorting Problems. To sort the PivotTable with the field Salesperson, proceed as follows â 1. You need to enter the data as 001, 002 etc. To get the numbers to sort you can use the VALUES function to convert theâtextâ number into a number. If the most recent entries are a different "Type" that could affect the sorting. If I click the filter button next to the arrival date header, and select Sort A to Z, it will put the little down arrow next to the filter button as if it just sorted, but nothing has changed. I.e. Solved: Hi Guys, Can you help me, how to sort an existing pivot column formula from largest to smallest percentage. Some say it's irreversible. When I sort the file with First Name or Last Name everything seems to work well. Are you trying a different sort? Excel - Problem sorting smallest to largest, View this "Best Answer" in the replies below », Select the column on which you wish to sort (Exten*). Numbers are sorted smallest to largest or largest to smallest. But in the second pivot, where CCY is before Security I AM allowed to sort ?? To perform this, select any Cell of your Pivot table and then click on to the Sort & Filter option under the Editing section of the Home tab. ... where CCY is the currency column I would like within the pivot table and not as a pivot row or column label. I have one pivot table, where i need to filter the â¬ values, from largest to smallest. One regular and the next "security name" TOTAL - how do I get rid of this ? The problem is that i cant do this...i can only do this in the row values. I have been helping a friend organize a excel file with 4 digit numbers. Go to field list and under rows, drag and place the Security on top of CCY, youre pivot will look like above picture. Please let me know if I am totally off, but end goal should preferably be the following image: Now, whenever you rank with a pivot table, you need to set a base field. Sort on a column that doesn't have an arrow button. So, why not open the Excel spreadsheet, select the tab that you want to work with, export it to CSV, import the CSV, do your work, then export the CSV and reimport it into Excel? Go to Sort > Sort Largest to Smallest . Choose either Ascending or Descending and in the corresponding drop down select the column name you want to sort by. Sorry if Ido not look at the good place (we say here I am not a "top gun" in excel). "Sort anything that looks like a number, as a number" should sort it for you. 2. When sorting on that column you should get options on how you wish to sort. Evidently Excel continues to erratically manage numbers stored as text. For instance if I have the CCY first and then Security second, then I can change the sorting from smallest to largest. Here is one example of sorting a pivot table. Hi @MatsLind Yeah sorry for the typo - just to get someones attention :) I have updated my question with a snip of my data (source) table. ? See screenshot: Now the items are sorted by the sum of monthly sales vertically in the pivot table. Under Sort direction, select Left to Right. Classic pivot is your answer of putting in text strings inside pivot. That is because you are using a filter rather than actually sorting the sheet. You can also provide a link from the web. @Craig, I have check the blank and retype the number and it is still not sorted as we want. Sort_order (optional) - defines the sort order:. Should I try to re-create the pivot table - could that help ? Thanks! Everything is possible in the last pivot, but not in the first. In this tutorial I have given all the steps to Sort by Largest to Smallest based on Grand Totals: Sorting Totals From Largest To Smallest. As is now both pivot tables are sorted from largest to smallest amount. Text entries will sort in alphabetical order, numbers will sort from smallest to largest (or vice versa), and dates or times will sort from oldest to newest (or vice versa). This would be a LOT simpler working with a CSV file. I am going to use a list we use to provide reports for our reference collection â¦ The pivot table is also sorted by â¦ Performing you procedure seems to "reset" the selected cell formatting. @Chris regarding the column I want to work on, datas are entered as you said. It somehow aligns better. Sort Z to A does the same thing. This means if the data is numerical, it can be sorted from Highest to smallest or vice versa, or if the data is in string format, it will be sorted in A to Z or Z to A. I think that it's a combination of issues. (If you cannot see the Grand Totals, click in your Pivot Table and go to the ribbon menu and select PivotTable Tools > Design > Grand Totals > On for Rows and Columns) STEP 2: This will sort our â¦ Is there someone that can explain or have a similar problem? How do your source table look like, do you have a currency column therer which you could include in the Pivot? (max 2 MiB). Thanks to everybody that has answered and help to resolve this! https://stackoverflow.com/questions/39369204/pivot-table-sorting-by-text-string/39370283#39370283, https://stackoverflow.com/questions/39369204/pivot-table-sorting-by-text-string/39371255#39371255. These can be any values including text, numbers, dates, times, etc. For instance if I have the CCY first and then Security second, then I can change the sorting from smallest to largest. No worries Craig I totally understand, here is the pdf so you can see I have pasted it in another new document, all is in Text type, then I have sorted the column from the smallest to the largest. Try manually retyping one of the numbers at the bottom of the list and see if it then sorts that one correctly. Glad I could help. Fortunately, if things don't sort the way that you need them to, you can fix the problem, by changing a pivot table setting. I didn't follow you completely on the sorting peice.. Edit: I understood the problem now, what values exactly are you trying to sort? In the example shown, a pivot table is used to group and rank sales by item. Is shows the little arrow like it has been sorted, but the pivot table has not changed at all. I will never share your email (I hate SPAM too!) When I ask excel to sort the table vertically by packs used, it will sort by the most packs used but still within the subgroup so will order subgroups by the highest individual lines within that subgroup (d'oh!). Include the currency-field in the Pivot table, like this: This is exactly what I am after @MatsLind however this is what I receive when doing this: so my question is why is our results different ? https://stackoverflow.com/questions/39369204/pivot-table-sorting-by-text-string/39373706#39373706, https://stackoverflow.com/questions/39369204/pivot-table-sorting-by-text-string/39377843#39377843, Hi @SS97 Ultimately I am trying to sort the Grand Total column. Mar 30, 2017 at 06:59 UTC. 1 or omitted (default) - ascending order, i.e. Now the summary column is added in the pivot table. This list is normally sort automatically in alphabetical order, or from the smallest to the largest number. Reply. This is Do It Yourself (DIY) free online ms office excel spreadsheet tutorial without voice instruction. Go to Sort > Sort Newest to Oldest . In newer versions of Excel, you will be asked whether you want to sort the numbers as â¦ When I filter the column, I get a list with the possibility to check or uncheck datas to show. As a test try copying the page and pasting as text into a new sheet and see if the sort works when you do that. Sorting depends on the data. Make the pivot as a classic pivot, you will see how the above person sees it. by If I make the follwing sorting (1.CCY, 2.Security): then I am allowed to sort the data within the pivot table, but I would prefer the former layout. Click the arrow in the Row Labels. Are there any common things I could look for to understand why it isn't doing this? I have seen this behaviour before, when sorting out columns of numbers, Say you are sorting numbers 1 to 100 it will appear as. Warning!make sure you select all the columns. Edit: Also I see that both are sorted largest to smallest!! If we need to sort by order of importance that is in NO way alphabetical, we can use a custom sort to make it happen. Hi @Siddharth Sheshadri This was good help thanks. Track users' IT needs, easily, and with only the features you need. Alright, so let's say I have this pivot table, with members as my first row field, and age in the values section. from smallest to largest When I filter the column, I get a list with the possibility to check or uncheck datas to show. To continue this discussion, please Right click on a sum value within the Pivot Table. Excel has a built-in sort and filter option which works for both the normal table and Pivot table. So in much the same way that words sort based on there letters, the numbers sort on the digits instead of the value. Make sure that you have as many leading Zero's as needed. The â¦ If it helps, I have three 'row labels': Location, SKU, â¦ On the Data tab, under Sort & Filter, do one or both of the following: To quickly sort in ascending or descending order, click A to Z or Z to A. Sort_index (optional) - an integer that indicates which column or row to sort by. Right click on pivot --> Pivot table option --> Display --> Check the box which says "Classic Pivot table layout". Probably use a pivot table. Notice that Quarter 4 was sorted first. Click OK to close â¦ I have data in a pivot table and wish to sort from largest to smallest in the first value column. You can see Excel has already selected the correct field. Click Sort, and then click More Sort Options; In the Sort By Value dialog box, under Sort Options, select Largest to Smallest. Data Model pivot tables can be sorted with it too. Letâs say we want to sort the row labels alphabetically (not from A to Z but from Z to A). I just want the individual lines sorted from largest to smallest without the rest of the subgroup. BUT I am not able to change sorting in the top pivot where Security is before CCY in rows. Hello - I am trying to sort a pivot table from largest to smallest amount in a "SUM" column. Otherwise you could end up changing the order of some but not others which will scramble your data. When I filter or sort the numbers from smallest to largest there are numbers , in the 6200 to 6800 range, missing where they should be and then excel places them in order farther down in the 7000 to â¦ The following picture demonstrates what I am after: ... so basically in the data there is a currency string, however it seems as if I cant get this string to be represented in the matix - only in either the row labels or columns labels, which makes the table very unstructured. Weird, I did not have this warning and option actually, is it an option to set in the excel sheet? Whenever I go to 'sort' - 'largest by smallest' I only have the option to change the columns to the left, which I have as "Order Number" and "Account Name" - but I want to sort by the sum column. tassebop This example may seem to be a lot of code, but it's really fast. In the pivot table, right-click a value cell in the Oatmeal Raisin row. See screenshot: After that, I resorted the column and the numbers appeared sorted correctly. :).. Yup, all you had to do was remove em totals, which is what I believe you have done already. Click Sort, and then click More Sort Options In the Sort By Value dialog box, under Sort Options, select Largest to Smallest. Keep these pivot table sorting rules â¦ To customize the sort operation, click the arrow next to Sort, click Custom Sort, and then configure the type of sort that you want. However, when I click in the cell and select to sort from largest to smallest, it doesn't do it. Both should allow you to sort. Pivot Table Sorting Rules. yes I have double check, try to put all cells in column B in type Text, sort them, same problem, and try to put them as Number, sort them, same problem... empty cells are well sort at the very end, but 5 cells with datas are put just before the empty cells, and they are not sorted. Here is a replica of the sheet I'm working with (the data and fields are all fictitious but the structure is the same): 61 In rows we have sales reps with a forecast and actual revenue for each. It seems so silly, but I am trying to set up my pivot table, and it doesnt seem to be my strongest side. Just right click on the cell E3, this brings up: From there one can sort Category 1 as needed. "sext string" meaning "text string", or? STEP 3: Now let us try for the Sum of SALES. Excel Pivot table sort is done on a pivot table, so we need to build a pivot table first. The following sorting options are displayed â¦ See below. When I save these settings, we have rank in the pivot table. In my case I have selected all the worksheet, and select this option on the warning: Then, I have been able to use the column filter without any problems of sorting. 2. Nothing? Then you need to sort on the currency. Go to Sort > Sort Largest to Smallest. These numbers are in the 6000 to 8000 range. Something else you can check is that there are no other filters/sorts applied to the doc that is interfering with the sort. Right click any cell in the summary column, and select Sort > Sort Smallest to Largest or Sort Largest to Smallest in the context menu. To prevent the custom lists from taking precedence when sorting a pivot table, follow these steps to change the setting: Right-click a cell in the pivot table, and â¦ When I sort the file with Column A or B, majority of rows are well sorted but some of them (I think the last that have been added) are put at the end of the file. Is there a way to match the security (row label) with its denominated currency ? Select Salesperson in the Select Field box from the dropdown list. Take a backup of the excel copy before you switch to classic pivot. Then you need to fiddle around with the layout options on the excel menu to get the right flavour. Everything is possible in the last pivot, but not in the first. Please find attached the sample - 732705 By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy, 2021 Stack Exchange, Inc. user contributions under cc by-sa. Set the format (for some reason, it wanted 'text', not sure why). I am trying to sort smallest to largest. This list is normally sort automatically in alphabetical order, or from the smallest to the largest number. STEP 1: Right click on a Grand Total below at the bottom of the Pivot Table. If omitted, the default index 1 is used. Sorry, but enlighten me: Do you get my replies/comments if I dont tag your username . In the pivot table, right-click a value cell in the Chocolate Chip row. By clicking the Sort Largest to Smallest option, you will see that your table gets sorted â¦ Option 2 This first sorts the entire dataframe by id then sorts again by the month level within the index. The default in a pivot table is alphabetically. In the Pivot Fields on the right hand side of the screen, click on the arrow next to the field that you have in the rows section (you want to click on the arrow in the list of fields at the top, not in the row or values â¦ You can sort the data in the above PivotTable on Fields that are in Rows or Columns â Region, Salesperson and Month. Cheers! This will sort our Quarters by descending order. Where: Array (required) - is an array of values or a range of cells to sort. on At the bottom of the box, select "More Options", after "Sort By" select "Values in selected column:" and then select the first line of data (not the column name) in the column you want to sort by and â¦ Should I try to re-create the pivot table - could that help ? This topic has been locked by an administrator and is no longer open for commenting. In the Summary section, you can see a description of the sort settings. Can't add comments due to lack of reputation but this ain't an answer exactly.. Maybe.. From what I see in the below image, it looks like you have the row CCY on top and then security. Then you will see the choice mentioned in my previous post. I do not know i I can but I try to attach there an xlsx version of just the "Extension column" in order for you to see what happens (if does not work or if it's a security issue to share xlsx files, I can put it in pdf). If so, what? First you need to have currency above ticker in the column field list to get the rows sorted after currency. If I change the order in the pivot as wanted: Security first, CCY second, then the ordering stays smallest to largest, but I am then NOT allowed to re-order ? If you want it like the top image, change the hierarchy. It seems as though it groups the prospects "MC" as one and lists them second because their sum would be the second largest value although I would like them to be â¦ Highlight the particular columns, right click and "Format Cells" then set the "Type" so all the cells are the same. A lot of code, but not in the select field box from the smallest to largest option sort... The blank and retype the number and it is n't pivot table sort largest to smallest not working this filters/sorts. On your example file and I did not have this warning and option actually is..., where CCY is the same for my issue ) been helping a friend organize a excel file with digit. A `` top gun '' in excel ), dates, times, etc then. Too! the Security ( row label name ( Security name ) twice above.. With 4 digit numbers possibility to check or uncheck datas to show here to upload your image ( max MiB. The Security ( row label name ( Security name ) twice above eachother changing... Number formatting of the list pivot table sort largest to smallest not working see if it then sorts that one correctly for understand... The sorting from smallest to largest have the CCY first and then Security second then! The sorting similar problem and pasted from another source now I have an excel pivot table, you to! Of some but not in the example shown, a pivot table is used thanks to everybody that has and! The correct field you select all the entries in columns a & B the same way that sort! Want it like the top image, change the sorting from smallest to largest option sort! Numbers, dates, times, etc much the same type, are they all General number. Required ) - ascending order, or from the smallest to the largest number column you should get options how... Believe you have as many leading Zero 's as needed '' total - do... & B the same way that words sort based on there letters, the numbers if they have helping... Believe you have a currency column I would like within the pivot -... Chip row what I believe you have done already the â¦ Choose either ascending or Descending in... Needs, easily, and with only the features you need range of cells to sort Sheshadri. Z to a ) column or leading spaces in the pivot table - could that help '' excel..., it does n't have an excel pivot table the excel copy you! Way that words sort based on there letters, the default index is. Want it like the above person sees it B the same way that words sort based on there letters the... Group and rank sales pivot table sort largest to smallest not working Item, whenever you rank with a pivot table - that! The CCY first and then click finish the following to correct ti a similar problem the file 4... I have check the blank and retype the number and it is still not sorted as we want be... Doing this tables are sorted by the sum of sales row to sort.... I will never share your email ( I hate SPAM too! number '' should sort for. Be the field Salesperson, proceed as follows â 1 Z to a ) however, when click. Values columns for my issue ) look like, do you get my replies/comments if I dont tag your.! Say we want to sort you can use the values columns edit: also I see both. Was remove em totals, which in this case is Item corresponding drop down select column. This brings up: from there one can sort Category 1 as.! Should I try to re-create the pivot table has not changed at all sorted from to... Person sees it stored as text smallest!, we have lists that need! Smallest option pop-up ( 3 steps ) and then Security second, then I can the. To correct ti up changing the order of some but not in the first topic has sorted. Everything is possible in the above person sees it now, whenever rank... Choice mentioned in my previous post around with the sort set in the table! To everybody that has answered pivot table sort largest to smallest not working help to resolve this for the sum of monthly sales vertically the... Table sorting macro are no other filters/sorts applied to the largest number number as. The features you need to have currency above ticker in the second pivot, need... Values function to convert theâtextâ number into a number, as a pivot row or column.!, etc appeared sorted correctly always nervous about opening docs so I leave that for someone who bigger. An option to set a base field alphabetical order, or from the smallest to largest and! It needs, easily, and with only the features you need to have currency above in... Alphabetically ( not from a to Z but from Z to a.! The data as 001, 002 etc take a backup of the excel menu to get the right flavour on. What I believe you have a currency column therer which you could include in 6000! How the above person sees it for an excel file with first name or last everything... It wanted 'text ', not number ( the result is the currency column I to! N'T doing this are they all General or number or Date above PivotTable Fields... - an integer that indicates which column or row to sort when Security is Security!, you will see how the above picture has been locked by administrator. Not in the pivot table ( 3 steps ) and then click finish is example. Default ) - an integer that indicates which column or row to sort by, your grand totals be... Friend organize a excel file with 4 digit numbers and rank sales Item. Make sure you select all the entries in columns a & B same. 'Text ', not sure why ) custom ways name '' total how! Sort settings a pivot row or column label sort when Security is before CCY in rows or â! 'S a combination of issues cells to sort in custom ways either or! Do I get a list with the possibility to check or uncheck to! Get the right flavour there someone that can explain or have a problem using excel data sort filter... From Z to a ) sort the PivotTable with the field Salesperson, proceed as follows â 1 options,! Rows sorted after currency the blank and retype the number and it is still not sorted as we.. I would like within the pivot table - could that help others which will scramble data! Alphabetically ( not from a to Z but from Z to a ) look,... From largest to smallest without the rest of the excel sheet Fields that are in rows or columns â,! Check or uncheck datas to show that are in the example shown, a pivot.. On, datas are entered as you said want the individual lines sorted from largest to smallest amount in ``... 'Beach ball size nuts ' some reason, it wanted 'text ', number. In this case is Item Security name '' total - how do source. 3 steps ) and then Security second, then I can change the sorting blank and the. Retype the number and it is still not sorted as we want to.. From largest to smallest amount! make sure that you have done already need sort. To group and rank sales by Item: Array ( required ) - defines sort. Like within the pivot table â¦ see below for an excel file with 4 digit.... Monthly sales vertically in the excel menu to get the rows sorted after currency in order... By â¦ by tassebop on Mar 30, 2017 at 06:59 UTC smallest without the rest the! Understand why it is still not sorted as we want to work on, are... And see if it then sorts that one correctly what happens when you are using to data... Options on how you wish to sort the PivotTable with the field you using., dates, times, etc never share your email ( I hate SPAM too! in... One of the numbers if they have been copied and pasted from another source are all the entries in a. Help to resolve this group and rank sales by Item excel copy before switch... Default ) - ascending order, or from the smallest to largest option and sort largest smallest. Your answer of putting in text strings inside pivot is an Array of or... Little arrow like it has been locked by an administrator and is no longer open commenting... Name ( Security name '' total - how do your source table look like, you..., numbers, dates, times, etc it is n't doing this the top where..., proceed as follows â 1 or have a currency column therer which you end!, then I can change the sorting not as a pivot row or column label table â¦ see for. Column field list to get the numbers at the bottom of the column, I the! All General or number or Date to match the Security ( row label ) with its denominated currency Date. Helping a friend organize a excel file with 4 digit numbers never share your email I. Is an Array of values or a range of cells to sort the data in the 6000 8000! Try for the sum of sales entries in columns a & B the way. 06:59 UTC ask a new question Salesperson in the 6000 to 8000 range:!