Sorting Data in Pivot Tables

In pivot tables, you can sort rows and columns independently of each other in alphabetical order, or by a measure. You can also sort the data based on a field that is not included in the pivot table.
    Note:
  • When you have multiple clusters in a pivot table, sorting is applied to each cluster independently. The sort starts over for each cluster.
  • When you apply multiple sorts to a pivot table, sorting is applied from the outside dimension to the inside dimension.
  • You cannot run Total, Difference, and Percent Difference table calculations on a pivot table that is sorted by a measure.

The available methods of sorting the data depend on whether the pivot table has a tabular or a hierarchical format. In tabular pivot tables, each field in the Rows field well has a separate title cell. For hierarchical pivot tables, all row fields are displayed in a single column labeled Rows.

To sort the data in a pivot table:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit.
  4. On the analysis page, select a pivot table.
  5. To sort data using row or column headers, click a row or column header, then select a field to sort by and the sort order.
    You can sort dimension fields alphabetically or you can sort them by a measure in ascending or descending order.
  6. To sort data using value headers, click the value header that you want to sort and select Sort ascending or Sort descending.
    Sorting by value headers in a pivot table also works on subtotals.
  7. To sort by a field that is not included in the pivot table:
    1. In the Visuals panel, click Options button, the Options button, next to the field that you want to sort.
    2. Select Sort by ⇒ Off-visual field.
    3. On the Off-visual field panel, select the field that you want to sort by and the aggregation method, set the sort order, and click Apply.
  8. To sort the row fields in a hierarchical pivot table, click the Rows header, then set the field to sort by and the sort order for each row field in the list.
Parent topic: Using Pivot Tables