So before we learn how to do custom sort a Pivot table in Excel. Let's establish the basic meaning of custom sorting in Excel.
In Excel by default, the sorting is done numerically/alphabetically. For example, if you have a column with the name of months and you sort it, by default it will be sorted alphabetically (Apr,Feb,Jan…) instead of the order of the months. Same goes for pivot tables.
If you want to manual sort pivot tables with your own custom order, you need to tell that order to Excel. We had enough of the theory. Let's roll with an example.
Most of the businesses start their financial year from April and end in March. What we need to do is to custom sort our pivot table so that the report shows March as the first month, April as Second and so on.
So first create a pivot table by month. Here I have one pivot table that shows the sales done in different months.
Currently the pivot table is sorted in ascending order of months (because I have stored a list of months).
To custom sort my pivot table, I need to define the list. So in a range I write the order of the months I need.
Now, to add this list to excel, follow these steps.
Click on File. Go to option. Click on Advanced Option. Find the General category. Click on Edit Custom List.
The custom list dialog will open. You will see some predefined lists here. You can see we already have Jan, Feb, Mar… listed as a custom list. This is why my report is sorted by month.
Now to add our own custom list here, click in the input box below and select the range that contains your list. And click on import.
Note that we have an import button not added. It means the list will be static in the system. Making changes later in the range won't affect the list.
Click ok and get out of the settings.
Now try to sort the list by month.
You can see that the report is now sorted according to our given list instead of the default sorting method.
If it doesn't work, make sure that you have enabled sorting by custom list for Pivot table. To confirm this, do this:
Right click on the pivot table and click on the Pivot Table Options. Click on the total and filters tab on the open dialog box. Find Totals and Filters tab. Check the Use Custom List when sorting option.
And it is done.
Now you are ready to roll out your pivot report with custom sorted data.
Let’s take an example how we can create a pivot table report.
We have data in range A1:E19. Column A contains Region, column B contains City, column c contains product, column D contains total revenue and column E contains Net revenue.
Follow below given steps:-
This is the way to create pivot table report in Microsoft Excel.
Hope this article about How to use Pivot Table Report in Microsoft Excel is explanatory. Find more articles on pivot table formulas and related Excel formulas here. If you liked our blogs, share it with your friends on Facebook. And also you can follow us on Twitter and Facebook. We would love to hear from you, do let us know how we can improve, complement or innovate our work and make it better for you. Write to us at firstname.lastname@example.org.
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