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Pivot tables vs source data - ordering columns? | Excel forum

resolvedResolved · High Priority · Version 2013

Sally has attended:
Excel Intermediate course

Pivot tables vs source data - ordering columns?

•A field is not showing, added it in but then it repeats several times through out the table?

• Need to 3 reorder columns (that correctly repeat several times in the table - diff info in each. Want each set in the same, new order)

• Unwanted sum/column appearing on default table

Hi above queries, struggling to resolve. Not sure if these are fixable in the pivot or if they are to do with source data? We had bespoke training in January. May need a bespoke response :-) Thanks.

RE: Pivot tables vs source data - ordering columns?

Hi Sally

I might need some further information from you.

1) A field is not showing, added it in but then it repeats several times through out the table? - Does the field reflect in the field pane on the right side of your screen? If it does, you should be able to click on the field and select remove field.

2) Need to 3 reorder columns (that correctly repeat several times in the table - diff info in each. Want each set in the same, new order) - Does right click and select sort solve this or do you need a custom sort?

3) Unwanted sum/column appearing on default table - is this a grand total row or column? If so, you should be able to go into the pivot table settings and deselect the option to add a total row automatically.

If these solutions don't work, then please feel free to send the file to info@microsoft-training.co.uk

Kind regards
Wendy

RE: Pivot tables vs source data - ordering columns?

Thanks Wendy. Am struggling slightly so will email through thank you

RE: Pivot tables vs source data - ordering columns?

Hi Sally

Thank you, I have received your file.

Hours Spent Tab
•Months are not in order
-Right click on the month column heading and select sort > A-Z


Project Totals Tab (some columns hidden)

•The project budget isn’t showing so I have added it in as a field, but it then repeats throughout - would be good to get rid of the repeats so don’t have to hide it each time
–I couldn’t find a Project Budget Field. Which column is this in?

•Project budget column should appear after Total Profit (D)
-Do you mean the very last column of the Pivot Table (i.e. Total Sum of Total Project Budget)?

•Need to reorder the spent/charged/recovery columns to that order, for each dept (Staffing, Production, Account Handling, etc.)
-Use the Field List to reorder the columns (activate this by selecting the Pivot Table > Analyse Ribbon > Field List). You can either click on the field and select move up or down, or you can click and drag the field above the field it should go to.

-There is a strange sum of hours charged column appearing at the start of each dept – don’t need this
–Right click on the field and select remove field

Please let me know if that resolves your problems?

Thank you

Kind regards
Wendy

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RE: Pivot tables vs source data - ordering columns?

Please first state which training course this forum post is about: Excel

Thanks Wendy. I am still reviewing your suggestions. Please keep this post open, many thanks!

 

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