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Hi,
In my base data I have fields for Year, Month, Date, Field1 and a few measures associated with them. New data for succeeding dates/months are appended below the earlier dates/months. One of my former colleagues had made a Pivot table out of the above data and each time when it was refreshed it used to have the months/year displayed in increasing order of time without involvement of any macro etc. (I couldnt figure out as to how Pivot could manage that as with some of my other data, the time periods always used to be displayed in alphabetical naming order rather than increasing months). Presently with data entered for November (and partial data for December) in the above base data table and refreshing pivot, November and December make to the top of the summary for that year. Iam attaching the sample diplay below. Also there is a Pivot chart linked to this table and thats also getting muddied up. I want to understand as to how I can achieve Pivot to display data in natural order of time (without using an macros or mutliple manipulations) Or at the vey least Pivot should be able to Present summaries in the order in which values for the row fields appear in the base table. Regards, HP India Fiscal Year Month Field 1 2005 July 39 August 319 September 383 October 521 2005 Total 1,262 2006 November 11,920 December 3,980 January 5,635 February 6,186 March 7,686 April 7,682 May 6,857 June 6,230 July 6,505 August 3,483 September 4,930 October 8,289 2006 Total 79,383 Grand Total 80,645 |
#2
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Hi Hari
ToolsOptionsCustom Lists delete the custom list which exists starting Nov,Dec, ..... Oct Create a New one with Jan,Feb,Mar .... Dec Refresh your Pivot table. -- Regards Roger Govier "Hari" wrote in message oups.com... Hi, In my base data I have fields for Year, Month, Date, Field1 and a few measures associated with them. New data for succeeding dates/months are appended below the earlier dates/months. One of my former colleagues had made a Pivot table out of the above data and each time when it was refreshed it used to have the months/year displayed in increasing order of time without involvement of any macro etc. (I couldnt figure out as to how Pivot could manage that as with some of my other data, the time periods always used to be displayed in alphabetical naming order rather than increasing months). Presently with data entered for November (and partial data for December) in the above base data table and refreshing pivot, November and December make to the top of the summary for that year. Iam attaching the sample diplay below. Also there is a Pivot chart linked to this table and thats also getting muddied up. I want to understand as to how I can achieve Pivot to display data in natural order of time (without using an macros or mutliple manipulations) Or at the vey least Pivot should be able to Present summaries in the order in which values for the row fields appear in the base table. Regards, HP India Fiscal Year Month Field 1 2005 July 39 August 319 September 383 October 521 2005 Total 1,262 2006 November 11,920 December 3,980 January 5,635 February 6,186 March 7,686 April 7,682 May 6,857 June 6,230 July 6,505 August 3,483 September 4,930 October 8,289 2006 Total 79,383 Grand Total 80,645 |
#3
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Right-click on the Month field button
Choose Field Settings Click the Advanced button For AutoSort options, select Ascending Click OK, click OK Hari wrote: Hi, In my base data I have fields for Year, Month, Date, Field1 and a few measures associated with them. New data for succeeding dates/months are appended below the earlier dates/months. One of my former colleagues had made a Pivot table out of the above data and each time when it was refreshed it used to have the months/year displayed in increasing order of time without involvement of any macro etc. (I couldnt figure out as to how Pivot could manage that as with some of my other data, the time periods always used to be displayed in alphabetical naming order rather than increasing months). Presently with data entered for November (and partial data for December) in the above base data table and refreshing pivot, November and December make to the top of the summary for that year. Iam attaching the sample diplay below. Also there is a Pivot chart linked to this table and thats also getting muddied up. I want to understand as to how I can achieve Pivot to display data in natural order of time (without using an macros or mutliple manipulations) Or at the vey least Pivot should be able to Present summaries in the order in which values for the row fields appear in the base table. Regards, HP India Fiscal Year Month Field 1 2005 July 39 August 319 September 383 October 521 2005 Total 1,262 2006 November 11,920 December 3,980 January 5,635 February 6,186 March 7,686 April 7,682 May 6,857 June 6,230 July 6,505 August 3,483 September 4,930 October 8,289 2006 Total 79,383 Grand Total 80,645 -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#4
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Debra,
Thanks a TON. It works very nicely. Does the word "Ascending" mean in the order of data being entered for that field in base data or does it mean Ascending in terms of natural association order for that field. If second case I dont understand as to how Pivot would undertsand/interpret the natural orders for String values (based on custom list in Options?) I have one additional doubt. In the pivot drop-down for month field, I was having some old items which is no longer in my base data. From your web-site http://www.contextures.com/xlPivot04.html I first tried the manual method but it didnt work. On the other hand the "Programmatically Clear Old Items -- Excel 2002 and later" worked well. Any idea why manual didnt work. Regards, HP India Debra Dalgleish wrote: Right-click on the Month field button Choose Field Settings Click the Advanced button For AutoSort options, select Ascending Click OK, click OK Hari wrote: Hi, In my base data I have fields for Year, Month, Date, Field1 and a few measures associated with them. New data for succeeding dates/months are appended below the earlier dates/months. One of my former colleagues had made a Pivot table out of the above data and each time when it was refreshed it used to have the months/year displayed in increasing order of time without involvement of any macro etc. (I couldnt figure out as to how Pivot could manage that as with some of my other data, the time periods always used to be displayed in alphabetical naming order rather than increasing months). Presently with data entered for November (and partial data for December) in the above base data table and refreshing pivot, November and December make to the top of the summary for that year. Iam attaching the sample diplay below. Also there is a Pivot chart linked to this table and thats also getting muddied up. I want to understand as to how I can achieve Pivot to display data in natural order of time (without using an macros or mutliple manipulations) Or at the vey least Pivot should be able to Present summaries in the order in which values for the row fields appear in the base table. Regards, HP India Fiscal Year Month Field 1 2005 July 39 August 319 September 383 October 521 2005 Total 1,262 2006 November 11,920 December 3,980 January 5,635 February 6,186 March 7,686 April 7,682 May 6,857 June 6,230 July 6,505 August 3,483 September 4,930 October 8,289 2006 Total 79,383 Grand Total 80,645 -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#5
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You're welcome! At the bottom left of the PivotTable Field Advanced
Options dialog box there's a dropdown list for 'Using field'. The default is the field that you're sorting, but you could choose a different field from that list. Perhaps there's another pivot table in your workbook that uses the same pivot cache. For the manual method to work, you'd have to remove the field from both pivot tables, then refresh. Hari wrote: Debra, Thanks a TON. It works very nicely. Does the word "Ascending" mean in the order of data being entered for that field in base data or does it mean Ascending in terms of natural association order for that field. If second case I dont understand as to how Pivot would undertsand/interpret the natural orders for String values (based on custom list in Options?) I have one additional doubt. In the pivot drop-down for month field, I was having some old items which is no longer in my base data. From your web-site http://www.contextures.com/xlPivot04.html I first tried the manual method but it didnt work. On the other hand the "Programmatically Clear Old Items -- Excel 2002 and later" worked well. Any idea why manual didnt work. Regards, HP India Debra Dalgleish wrote: Right-click on the Month field button Choose Field Settings Click the Advanced button For AutoSort options, select Ascending Click OK, click OK Hari wrote: Hi, In my base data I have fields for Year, Month, Date, Field1 and a few measures associated with them. New data for succeeding dates/months are appended below the earlier dates/months. One of my former colleagues had made a Pivot table out of the above data and each time when it was refreshed it used to have the months/year displayed in increasing order of time without involvement of any macro etc. (I couldnt figure out as to how Pivot could manage that as with some of my other data, the time periods always used to be displayed in alphabetical naming order rather than increasing months). Presently with data entered for November (and partial data for December) in the above base data table and refreshing pivot, November and December make to the top of the summary for that year. Iam attaching the sample diplay below. Also there is a Pivot chart linked to this table and thats also getting muddied up. I want to understand as to how I can achieve Pivot to display data in natural order of time (without using an macros or mutliple manipulations) Or at the vey least Pivot should be able to Present summaries in the order in which values for the row fields appear in the base table. Regards, HP India Fiscal Year Month Field 1 2005 July 39 August 319 September 383 October 521 2005 Total 1,262 2006 November 11,920 December 3,980 January 5,635 February 6,186 March 7,686 April 7,682 May 6,857 June 6,230 July 6,505 August 3,483 September 4,930 October 8,289 2006 Total 79,383 Grand Total 80,645 -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
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