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Questions Sorting on pivot table

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 2 years ago
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mna10
Posts: 10
 mna10
Topic starter
February 2, 2023 4:09 pm
(@mna10)
Eminent Member
Joined: 3 years ago

Hi,

I'm trying to do a pivot table with vendor ID, Vendor name and total amt.

I would like to sort by Vendor name (which is listed 2nd in the rows table) however it just keeps sorting by Vendor ID (which is listed first in the rows table).

Can it only sort by what is listed first in the rows?

pivot

Can someone advise what I am doing wrong?

Thanks!

 


1 Reply
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
October 20, 2023 8:00 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Since Pivot Tables group by each field, it has to apply the sorting one group at a time. In your case, it's first sorting on Vendor, then on Vendor Name within each Vendor and, since there's only one Vendor Name within each Vendor, it doesn't look like it's sorting on Vendor Name at all.

 

My suggestion would be to add a Calculated Column to the Generic Inquiry that combines Vendor Name and Vendor into one field, then sort on that Calculated Column. You could use a formula like this for the Calculated Column to list the Vendor Name, then the Vendor in parentheses at the end:

=[Vendor.AcctName]+' ('+[Vendor.AcctCD]+')'

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