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PivotChart Sorting Data|Power Pivot|Excel Forum|My Online Training Hub

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PivotChart Sorting Data
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Sarah Khalid

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September 21, 2020 - 7:59 pm
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Hi,

I have a pivot table that compares ratios for 20+ companies. I am using slicers to view one ratio at a time in a pivot chart (column chart) to see where my company lies against its peers.

However, I would like to visualise the data from largest to smallest in the pivot chart for every ratio I select. Unfortunately, I am unable to figure this out - reaching out to myonlinetraininghub for assistance on this.

Thanks in advance for any help I can get on this.

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Mynda Treacy
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September 22, 2020 - 10:25 am
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Hi Sarah,

Have you applied sorting to the PivotTable?

Mynda

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Sarah Khalid

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September 22, 2020 - 3:40 pm
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Hi Mynda,

I am attaching my sample workbook for your reference. In the sheet where the chart is, I have the ratio Book Vale / Share in descending order since I applied the sorting to the pivot table. However, when I select any other ratio it will be in the order of the companies as per the Book Value / Share sorting, and not in descending order of values.

Would there be a way I could select any ratio in the slicer and the chart displays the data in descending order.

Look forward to hearing from you.

Sarah

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Mynda Treacy
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September 22, 2020 - 4:05 pm
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Hi Sarah,

Thanks for sharing your file. The problem is caused by the wrong structure of your Ratios data. You have a partially pivoted dataset and it should be in a tabular format. I explain this in my PivotTable video tutorial and how to fix the layout with Power Query's Unpivot.

When your data is in the correct layout the sorting in the PivotTable can be employed - see file attached, Tabular Data sheet.

I hope that points you in the right direction.

Mynda

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