Sorting and filtering pivot tables

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Sorting and filtering pivot tables

Too much data makes it difficult to see the relevant content. Therefore, there are various options for sorting and filtering table fields in pivot tables:

Sorting field items alphabetically in the pivot table report via the dropdown menu filter_arrow

Filtering in the areas section with the Filter labels (Filter values) option

Filtering by adding Report filters

Set additional special filters directly in the pivot table report via the dropdown menu filter_arrow

Please note: For all presented options of sorting and filtering, the changes will be discarded as soon as you have removed the field from the areas section or moved it from one to another area.

Sorting field items alphabetically in the pivot table report

pivot_sort_sample

You can sort the field elements of a pivot table report alphabetically by opening the dropdown menu filter_arrow in the report itself at the header Row labels/Column labels and choosing from the list:

Sort from A to Z (alphabetical order)

Sort from Z-A (reverse alphabetical order)

If there are several fields in the row/column labels area (as in the figure above), you can sort each field separately. If you move the mouse in the dropdown menu filter_arrow to the desired field, a submenu with the sorting options of this field opens.

Note: For the alphabetical display of the fields only in the field list, please read the section Working with the field list: Fields section.

Filtering in the areas section with the option Filter labels (Filter values)

In the Row labels/Column labels areas of the field list, go to the desired field whose items you want to filter. Open the dropdown menu dropdown_arrow to the right of the field and choose the Filter labels option (for fields in the Report filter area, do the same, but here the option is called Filter values). You can also select the option directly from the pivot table report by right-clicking on the desired field opening the context menu.

You can select from the Filter dialog box that appears:

Select single list items that you want to show/hide by placing/removing a check mark in front of them.

The Show all button selects all items.

The Hide all button deselects all items.

Confirm your selection by pressing OK.

In the pivot table report, the black dropdown arrow filter_arrow next to the header changes to a red arrow, indicating that a filter is active. The filtered out values are no longer displayed in the pivot table report.

Filtering by adding report filters

The Report filter is located in the lower areas section of the field list and offers you a particularly simple and clear option for filtering data.

Drag the fields you want to filter by to the report filter area. A cell with the field name is then inserted above the pivot table report and another cell (All items) with a dropdown arrow filter_arrow is integrated to the right of it. The items of the field can be filtered via this dropdown menu. You can select single list items here or select/deselect the complete list of items with Show all/Hide all.

The red dropdown arrow to the right of the cell indicates that a filter is active. The filtered out values are no longer displayed in the pivot table report.

You can drag several fields from the field list to the report filter area and filter any combinations of single items from the various fields for the pivot table report.

Tip: Changing the positioning of the report filter fields in the pivot table report is possible using the Pivot table settings, Filter tab.

Set additional special filters directly in the pivot table report

In the pivot table report, open the dropdown menu filter_arrow right to the Row labels/Column labels header. If there is only one field in the Row labels/Column labels area, the filter choice is displayed directly for the selected field.

If there are several fields in the row/column labels area, separate filters can be applied for each field in the pivot table report. If you move the mouse to the desired field in the dropdown menu filter_arrow of the header, a submenu opens with the filter selection of the field.

You can select single list items or select/deselect the entire list of items with Show all/Hide all.

Note: If the list has too many entries, the entry More appears at the end of the list. Clicking on this entry takes you to the Filter dialog box with the complete list of all items.

Furthermore, additional special filter conditions are available in the dropdown list (you can find detailed descriptions of the individual filter conditions in the section AutoFilter):

Label filter or Date filter: Depending on whether you have selected a field with numbers/text or date values, one of the two filters is automatically offered. According to the filter, you will find certain filter conditions for numbers/text or date values.

Result filter: The result filter has special filter conditions that you can use to narrow down the amounts in the value fields.

Note: Please pay attention when applying filters to several fields in which order you set the filters. The next filter that is applied refers only to the remaining results of the previously set filter.

Multiple filters: The filters in pivot table reports can be applied additively, that is, you can place another filter on the currently effective filter of the same field. To do this, however, you must activate the Multiple filters option to combine filters for single list items, label/date filters and result filters for the same field. If this Multiple filters option is not enabled, a newly applied filter replaces the old one.

Clear filter: If you want to remove the used filters from the label filter/date filter or result filter, choose Clear filter from the dropdown list of the relevant filter.

Tip: If you want to remove all filters at once, disable the Multiple filters entry. In the following dialog box Reset all filters? confirm with OK to undo all filters.

In the pivot table report, the red dropdown arrow next to the header indicates that a filter is set. The filtered out values are no longer displayed in the pivot table report.