This means the drop-down menu always offers sorting and filtering options for Region. Both fields are crammed into column A, with the silly heading Row Labels. When you leave the pivot table in the Compact form, there are not separate headings for Region and Customer.
Each of these separate drop-downs offers great settings for sorting and filtering. In Figure 4-1, a Region drop-down menu appears in A3. Although there are many good reasons for this, one is illustrated in Figures 4-1 and 4-2.įIGURE 4-2 In Compact form, one single drop-down menu tries to control sorting and filtering for all the row fields. I use Pivot Table Defaults to make sure my pivot tables start in Tabular layout instead of Compact layout. It is worth taking a closer look at the row header drop-downs and the PivotTable Fields list before diving in to sorting and filtering.Īs you’ve seen in these pages, I rarely use the Compact form for a pivot table. The entry points for sorting and filtering are spread throughout the Excel interface. Then, a detailed look at sorting, filtering, and grouping a pivot table. Grouping will be covered last in this chapter.įirst, a quick overview of the PivotTable Fields. For anyone who loved the auto grouping and the Drill-Down and Drill-Up features, you can re-create them, although it requires a few extra steps. Removing the feature was a good move, as the feature proved hard to predict. With Excel 2019, Microsoft has reversed the auto date grouping added to Excel 2016. Group and create hierarchies in a pivot table