Proper Power Pivot row Sorting Income statement

DEllis81

Board Regular
Joined
Jan 19, 2009
Messages
106
Hello!

I am attempting to follow the advice found in a blog by the fine people at PowerPivotPro (https://powerpivotpro.com/2018/01/star-schema-switch-drill-income-statement-design/) and have most things in place, with exception of the header sort sequence.

Below is the header table that is part of the powerpivot data model

ABCDE
HeaderIDHeaderSummaryShow DetailVar Display
CROP REVENUES
NON CROP REVENUES
TOTAL REVENUE
DIRECT COSTS
INDIRECT COSTS
INVTY ADJUSTMENTS
PRODUCTION COSTS
PRODUCTION MARGIN
G&A
OPERATING MARGIN
OTHER INCOME
FINANCING
TAXES
NET INCOME

<tbody>
[TD="align: center"]1[/TD]

[TD="align: center"]2[/TD]
[TD="align: right"]1[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"][/TD]

[TD="align: center"]3[/TD]
[TD="align: right"]2[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"][/TD]

[TD="align: center"]4[/TD]
[TD="align: right"]3[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"][/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]5[/TD]
[TD="align: right"]4[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]6[/TD]
[TD="align: right"]5[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]7[/TD]
[TD="align: right"]6[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]8[/TD]
[TD="align: right"]7[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"][/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]9[/TD]
[TD="align: right"]8[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"][/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]10[/TD]
[TD="align: right"]9[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]11[/TD]
[TD="align: right"]10[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"][/TD]
[TD="align: right"]1[/TD]

[TD="align: center"]12[/TD]
[TD="align: right"]11[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"][/TD]

[TD="align: center"]13[/TD]
[TD="align: right"]12[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"][/TD]

[TD="align: center"]14[/TD]
[TD="align: right"]13[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"][/TD]

[TD="align: center"]15[/TD]
[TD="align: right"]14[/TD]

[TD="align: right"]1[/TD]
[TD="align: right"][/TD]
[TD="align: right"]1[/TD]

</tbody>
Header

The resulting pivot table shows the header line in alphabetic order. I would like to maintain hte data source order as shown above.

B
Row Labels
CROP REVENUES
DIRECT COSTS
FINANCING
G&A
INDIRECT COSTS
INVTY ADJUSTMENTS
NET INCOME
NON CROP REVENUES
OPERATING MARGIN
OTHER INCOME
PRODUCTION COSTS
PRODUCTION MARGIN
TAXES
TOTAL REVENUE
(blank)

<tbody>
[TD="align: center"]2[/TD]
[TD="align: right"][/TD]

[TD="align: center"]3[/TD]

[TD="align: center"]4[/TD]

[TD="align: center"]5[/TD]

[TD="align: center"]6[/TD]

[TD="align: center"]7[/TD]

[TD="align: center"]8[/TD]

[TD="align: center"]9[/TD]

[TD="align: center"]10[/TD]

[TD="align: center"]11[/TD]

[TD="align: center"]12[/TD]

[TD="align: center"]13[/TD]

[TD="align: center"]14[/TD]

[TD="align: center"]15[/TD]

[TD="align: center"]16[/TD]

[TD="align: center"]17[/TD]

[TD="align: center"]18[/TD]

</tbody>
Pivot

When I select inside the pivot table - 2 trails to follow

1) find an option for "pivot table options", and within "Layout and Format", under field list, the "sort in data source order" is toggled.

2) Select the first row "Crop Revenues", right click and follow hte "sort" menu. There is a "more options", which then allows to toggle "Data source order"

I have downloaded, and studied the file provided by PP3, and I am not finding any differences in pivot table options. The only difference is the source of data - I redid the COA/report layout to fit my needs, and using a table import into the data model, versus PP3 using a query.

I greatly appreciate the forum's expertize and willingness to share!

daryl
 

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