Excel Pivot Table Sorting Problems

Pivot Table Sorting Problems

Usually, it’s easy to sort an Excel pivot table – just click the drop down arrow in a pivot table heading, and select one of the sort options. Occasionally though, you might run into pivot table sorting problems, where some items aren’t in A-Z order.

drop down arrow in a pivot table heading
drop down arrow in a pivot table heading

Pivot Table Sorting Problems

In some cases, the pivot table items might not sort the way that you’d expect. In this example, there are sales representative names in column A, and they have been sorted alphabetically, A-Z.

However, after sorting the items, Jan is at the top of the list, instead of Ann. The rest of the items are sorted correctly, but Jan is the exception.

 Jan is at the top of the list
Jan is at the top of the list

Video: Wrong Item at Top in Pivot Table

After you sort an Excel pivot table, the wrong item might appear at the top.

In this video, I show how to fix that problem, so all items are listed in alphabetical order, A-Z.

There are written steps below the video.

NOTE: There are more pivot table sorting tips on my Contextures website, and there is another video at the bottom of this page. It shows how to fix NEW pivot table items that are not in alphabetical order.

Why the Sort is Incorrect

In this example, Jan is at the top of the list, because Excel assumes Jan means January, and “Jan” is in one of Excel’s built-in custom lists.

There are built-in custom lists of weekday names and month names — both the full names (January, February, etc.), and 3-letter versions (Jan, Feb, Mar, etc.).

In addition to the built-in custom lists, you can also create your own custom lists, such as districts, or departments, or other lists of items.

Custom Lists and Pivot Tables

By default, Excel’s custom lists take precedence when you’re sorting labels in a pivot table. The built-in lists and the custom lists that you create, will both affect the pivot table sorting.

Fortunately, if things don’t sort the way that you need them to, you can fix the problem, by changing a pivot table setting.

Fix Pivot Table Sorting Problems

To prevent the custom lists from taking precedence when sorting a pivot table, follow these steps to change the setting:

  1. Right-click a cell in the pivot table, and click PivotTable Options.
  2. In the PivotTable Options dialog box, click the Totals & Filters tab.
  3. In the Sorting section, remove the check mark from “Use Custom Lists When Sorting”
PivotTable Options dialog box
PivotTable Options dialog box

Sorting Correctly

After you adjust that pivot table setting, the list of names changes, and Ann is shown at the top, instead of Jan.

names in alphabetical order
names in alphabetical order

More Pivot Table Sorting Tips

If this tip didn’t fix your sorting problem, go to the Pivot Table Sorting page on my Contextures site. There’s more information there, to help you fix sorting problems and macros to make sorting easier.

And this video shows another pivot table sorting problem that you might see in your Excel workbooks — new items are not in alphabetical order. See how to fix that problem.

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40 thoughts on “Excel Pivot Table Sorting Problems”

  1. I cant seem to sort in order of largest to smallest for Debit column. there are figures in there with decimal points. The sort option is either greyed out or if i sort both date and transaction column to largest to smallest by Debit it sorts it but not really. it seems to still group the dates which doesnt allow for the sort.

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