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Pro Tips on How to Sort Pivot Table Data in Excel

We can use a variety of ways to Sort our data in a PivotTable. This helps us to analyze, summarize and calculate data based on priority. It also enables us to visualize trends, comparisons, and patterns in our data. The steps below will walk through the process.

Figure 1- How to Sort Pivot Table Data in Excel

Setting up the Data

  • We will use the created Pivot table to sort the data

Figure 2 – Setting up the Data

Sorting the Pivot Table Data from Recent date to older dates

  • We will click on any date within the Pivot Table
  • We will right-click and click on Sort
  • We will select Newest to oldest

Figure 3- Recent date to older dates

  • We can do the converse for older dates to recent dates

Using the Data tab option

We can also use the data tab option to sort the dates based on our preferences. However, we will use it to sort the Sales Amount from the highest to the lowest Sales Amount.

  • We will click any of the Sales Amount in the Pivot Table
  • We will click on DATA and click on Sort below it

Figure 4- Clicking the Data Tab

  • We will select Largest to Smallest and click OK

Figure 5- Sorting the highest Sales Amount to the lowest Sales Amount

Figure 6- Highest to Lowest Sales Amount

More Sort Options

  • We will click on any cell within the Pivot Table
  • We will right-click and click on Sort
  • We will click on more sort options

Figure 7- More sort Options

 

  • The parameters we have picked mean that the dates will be sorted from the oldest dates to the recent dates.

 

Figure 8- More sort Options

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