Can Pivot Tables run my symbols in the order provided? (not sorted)

Can Pivot Tables run my symbols in the order provided? (not sorted)

Josh McCormick
2020-08-18 17:47:40

I'm happy to say that I've gotten the pivot tables to do what I wanted, but it is creating a lot of extra work after the fact because my symbols (provided as rows) are being sorted into alphabetical order. Is there any way around this?

QuantShare
2020-08-20 11:24:29

Not sure I understand the problem here.

Josh McCormick
2020-08-20 11:35:00

A picture is worth a thousand words. So I'll use TWO pictures. :)

SCREENSHOT: https://i.imgur.com/htl74as.png

Here's my pivot table. All of symbols but "BIL" are custom, but that doesn't impact the issue. After entering my symbols in the order I want, I had hit the [Run Pivot Table] button and you see the results on the lower half of the screenshot. The symbols were resorted into alphabetical order. I believe I see the reason why. After clicking on Columns: [Formula] and back to Rows: [Symbols], my symbols are now listed (and apparently stored) in alphabetical order. Let me show you.

SCREENSHOT: https://i.imgur.com/YrQWkW4.png

It seems that my symbols have been sorted into alphabetical order, like it or not, because they're being stored that way? I'm not sure if you'd consider it a bug or a misfeature, but my strong preference is for sorting NOT to be applied over my symbols (unless I somehow ask for it).

Hope this helps explain the issue better. It causes issues when I go to integrate these results back into other spreadsheets where the symbols are going to be in the original order.

PS: As an enhancement request, it really would be useful to be able to sort the pivot table in various ways. But it isn't a high priority if it's going to be a significant effort.

Thanks,
Josh McCormick

QuantShare
2020-08-24 12:43:25

Best Answer

Thank you for the explanation. We will update that behavior in the next release.

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