Microsoft Excel 2021365 - Beginner to Advanced - Sorting Using Custom Lists

The video tutorial covers sorting data in Excel pivot tables. It begins with basic sorting techniques, such as sorting by the sum of profit, and progresses to more advanced methods like creating custom sort orders. The tutorial explains how to manually rearrange items and use custom lists for consistent sorting across multiple pivot tables. It provides step-by-step instructions on setting up and applying custom lists, ensuring data is organized according to specific needs.

What is the first step to modify a pivot table by removing a field?

• Select the field and press the 'Delete' key

• Double-click the field to delete it

• Right-click the field and select 'Remove'

• Drag the field out of the pivot table fields area

How can you sort pivot table data by the sum of profit?

• Use the 'Data' tab and select 'Sort by Profit'

• Right-click, go to 'Sort', and choose 'Smallest to Largest'

• Select 'Sort by Profit' from the toolbar

• Drag the profit column to the top

What is a simple method to reorder items in a pivot table manually?

• Use the 'Reorder' option in the context menu

• Enter the new order in a dialog box

• Drag and drop the items to the desired position

• Use the 'Sort' button in the toolbar

When is it beneficial to use a custom list for sorting in pivot tables?

• When you have multiple pivot tables with a specific order

• When you need to sort by multiple criteria

• When you want to sort alphabetically

• When you have a single pivot table

What is the first step to apply a custom list for sorting in a pivot table?

• Create a new custom list in the 'Data' tab

• Drag the items to match the custom list order

• Select 'Sort by Custom List' from the toolbar

• Right-click, go to 'Sort', and choose 'More Sort Options'