{"id":7006,"date":"2021-08-28T16:21:35","date_gmt":"2021-08-28T16:21:35","guid":{"rendered":"https:\/\/officetuts.net\/excel\/?p=7006"},"modified":"2024-03-28T10:44:49","modified_gmt":"2024-03-28T10:44:49","slug":"sort-pivot-table-by-month","status":"publish","type":"post","link":"https:\/\/officetuts.net\/excel\/examples\/sort-pivot-table-by-month\/","title":{"rendered":"Sort Pivot Table by Month"},"content":{"rendered":"\n
Sort-Pivot-Table-by-Month<\/a>Download File<\/a><\/div>\n\n\n\n

So far, you have a good idea of how powerful Pivot Tables<\/strong> are and how useful they can be in conducting daily activities.<\/p>\n\n\n\n

There are a lot of ways to sort our data in the Pivot Table, and in the text below, we will show how to sort the data in the table by month.<\/p>\n\n\n\n

Sorting the Pivot Table by Month<\/h2>\n\n\n\n

For our example, we will create a table of banking loans with the names of banking officers, loan amounts, durations, and dates of approval.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

We will create the Pivot Table<\/strong> out of this data to find the number of loans that were approved by each banking officer and to see the dates of approval.<\/p>\n\n\n\n

Our Pivot Table<\/strong> will look like this:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

We have placed banking officers’ names and dates of approval into the Rows field<\/strong>, and we have put the sum of loans into the Values field<\/strong>.<\/p>\n\n\n\n

As seen, our data is arranged in alphabetical order, but the referral point is a column of banking officers. Now, to have our data arranged by month, we have to make our months column first in the Pivot Table<\/strong>.<\/p>\n\n\n\n

Notice that Excel has automatically added a Months column<\/strong>, although the date was inputted in month\/day\/year format<\/a>.<\/p>\n\n\n\n

We will place the date of approval in the first column and remove the banking officer column. We will be left with this table:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

All we have to do now is to click on the downward arrow and click Sort Oldest to Newest<\/strong>:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Now, our table looks like this:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

We will add banking officers again, beneath the month in the Row fields<\/strong>, and finally, have our table set:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

You can also define your custom lists of monthly orders by going to File >> Options >> Advanced<\/strong>. Then you scroll to the General section<\/strong> where you will find Edit Custom Lists<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

When you click on it, all predefined custom lists in Excel that you have at your disposal.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

You can simply click add and define your list of months, whichever you like.<\/p>\n\n\n\n

To input your list as a valid one for Pivot Table<\/strong>, you have to click on the dropdown arrow, and select More Sort Options<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

You then have to select More Options<\/strong>:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Then unclick Sort automatically every time the report is updated<\/strong> and in the first key sort order dropdown, select the item from the list you created:<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

So far, you have a good idea of how powerful Pivot Tables are and how useful they can be in conducting daily activities….<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[170,190],"yoast_head":"\nSort Pivot Table by Month<\/title>\n<meta name=\"description\" content=\"Learn how to sort data in Pivot Tables by month with this step-by-step guide. 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