Pivot Report filter

[Stonelynk]

I am filtering a pivot table by "Year" & "Months" but my month drop down is not sorted correctly can anyone explain how I can sort this please?

 

[Jerry Sullivan]

When a PivotTable (PT) is first created, the filter items are listed in order. As items are added to that field through revising the data and refreshing the PT, the new items are appended to the bottom of the list.

There might be a better way to do this, but one way to re-sort the filter list is to deselect the field by unchecking it in the PT Field list, then refreshing the PT, then reselecting that field. (If you do this often you could record a macro).

 

[Jerry Sullivan]

I am filtering a pivot table by "Year" & "Months" but my month drop down is not sorted correctly can anyone explain how I can sort this please?

Just re-read your post and see that I jumped to the wrong problem. If your Months are sorting Alphabetically instead of by calendar sequence, you could try using Custom Lists. I've used this to sort days of the week in the Row Labels - I'm not sure whether that gets applied to the filters too...worth a try.

 

[Stonelynk]

Jerry, thanks fotr the reply. The dropdown displays, Jan, Feb,Mar,Apl,Aug,Oct,Nov,Dec, Jul,Jun,May & Sep. Si it's not alpha order. I have checked the the custom list and there exist a list which has the months in the correct order but how do I apply this, sorry but this is a new area for me.

Cheers

 

[Jerry Sullivan]

Excel comes with Built-in Custom Lists for Months and Days of Weeks. To have the custom lists used for your PT:

Right Click on your PT > PivotTable Options > Totals & Filters tab > Check "Use Custom Lists when sorting." > OK

If you find that this box was already checked, or you check it and they are still not in order, then the problem could be the first one that I described (Months have been added to the list). Try the steps I described of deselecting and refreshing.

Good luck!