Sort Pivot table with multiple rows
Hi team,
I have a pivot table in which I selected 2 fields as Rows & dollar amounts in Values
I cannot find a way to sort by descending order of dollar amount for 1st field of Rows without messing up the output sheet
Here is the pivot setup:
Here is the output:
Would you be able to help me ?
Ping @Genevieve P. :)
Many thanks,
Pierre-Eric
Best Answer
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After the Pivot has run, you're welcome to update the formatting of the sheet, such as applying a Sort to re-order the rows. However when the Pivot runs again, it will bring in the data alphabetically again, by default. (See: Organize and Format the Pivot Sheet).
If you need it to always display in a specific order, you could set up a Report that uses the Pivot output sheet as the source, then apply a Sort to the Report. You could also only include the Parent Rows in this Report, if you'd prefer. Let me know if you need help setting that up and I can provide some screen captures.
Cheers,
Genevieve
Answers
-
After the Pivot has run, you're welcome to update the formatting of the sheet, such as applying a Sort to re-order the rows. However when the Pivot runs again, it will bring in the data alphabetically again, by default. (See: Organize and Format the Pivot Sheet).
If you need it to always display in a specific order, you could set up a Report that uses the Pivot output sheet as the source, then apply a Sort to the Report. You could also only include the Parent Rows in this Report, if you'd prefer. Let me know if you need help setting that up and I can provide some screen captures.
Cheers,
Genevieve
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Thanks @Genevieve P. for having taken the time to reply.
I understand it's not possible to sort pivot table with multiple fields in rows like it is in MS Excel while grouping rows.
I need to always have the fields sorted by descending amount + capability to group lines:
Say if I have customers & orders # under each customer names I need total orders value by customer and individual orders below each customer name to be sorted by decreasing order value. That I couldn't get it done via Smartsheet together with the line grouping functionnality