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
1HeaderIDHeaderSummaryShow DetailVar Display
21CROP REVENUES11
32NON CROP REVENUES11
43TOTAL REVENUE11
54DIRECT COSTS111
65INDIRECT COSTS111
76INVTY ADJUSTMENTS111
87PRODUCTION COSTS11
98PRODUCTION MARGIN11
109G&A111
1110OPERATING MARGIN11
1211OTHER INCOME11
1312FINANCING11
1413TAXES11
1514NET INCOME11

<tbody>
</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
2
3Row Labels
4CROP REVENUES
5DIRECT COSTS
6FINANCING
7G&A
8INDIRECT COSTS
9INVTY ADJUSTMENTS
10NET INCOME
11NON CROP REVENUES
12OPERATING MARGIN
13OTHER INCOME
14PRODUCTION COSTS
15PRODUCTION MARGIN
16TAXES
17TOTAL REVENUE
18(blank)

<tbody>
</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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