pivot table order

bigdan

Well-known Member
Joined
Oct 5, 2009
Messages
846
Office Version
  1. 2013
Platform
  1. Windows
Hello

I've got a number of expenses with the month attached. Right now the month column says things like "Aug 2016", "June 2017", in text format.

When I created a pivot table, these months didn't appear in order. At the moment the top says Apr 2016, followed by Apr 2017, then Aug 2016, etc.

What would be the proper way to change the source data, so this appears more organically? I dont have a date, just a month and a year.
 

Excel Facts

Formula for Yesterday
Name Manager, New Name. Yesterday =TODAY()-1. OK. Then, use =YESTERDAY in any cell. Tomorrow could be =TODAY()+1.
If you haven't found a solution, yet, you could try text to columns on your date row in the source data and set the value to M/Y/D format. Excel Should convert the text to a date value (tested, but with my data). Your pivot table will change the date to 07/01/2016 for July 2016, for example, and you can change the format for that column back by selecting the whole column, then using custom format and setting it to mmmm yyyy. There may be a slicker way to do it, but given this is a month old with no responses, I gave a shot at strong-arming it. :) I was able to then sort in chronological order from:

Code:
[TABLE="width: 110"]
<tbody>[TR]
[TD]Row Labels[/TD]
[/TR]
[TR]
[TD]June 2016[/TD]
[/TR]
[TR]
[TD]July 2017[/TD]
[/TR]
[TR]
[TD]August 2014[/TD]
[/TR]
[TR]
[TD]May 2016[/TD]
[/TR]
[TR]
[TD]September 2015[/TD]
[/TR]
</tbody>[/TABLE]

to

Code:
[TABLE="width: 110"]
<tbody>[TR]
[TD]Row Labels[/TD]
[/TR]
[TR]
[TD]August 2014[/TD]
[/TR]
[TR]
[TD]September 2015[/TD]
[/TR]
[TR]
[TD]May 2016[/TD]
[/TR]
[TR]
[TD]June 2016[/TD]
[/TR]
[TR]
[TD]July 2017[/TD]
[/TR]
</tbody>[/TABLE]
 
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