Microsoft Office Tutorials and References
In Depth Information
As we said, this activates the ascending sort, but if the list of values is present in a custom list,
that list takes over the sorting, resulting in a nice report like the one shown in Figure 8-10.
FIguRE 8-10 When you use custom lists, month names are sorted correctly.
As you see, custom lists are powerful and useful, even if their functionalities are hard to find
in the Excel user interface. Now that you know where to find them, you can take care of most
of your sorting needs.
Tip In Chapter 7, “Date Calculations in DAX,” you saw how to add a prefix to the Month column
in a Dates table, to get the proper sort order whenever data are displayed. The custom sort in a
PivotTable that you see in this section can be used instead, but it requires you to activate it every
time you create a new PivotTable.
Computing Ratios and Percentage in PivotTables
A frequent need, in reporting, is the computation of ratios and percentages. You encounter
many situations in which you want to focus more on the percentage each value contributes to
other values, than on the value itself. Analyzing the percentage of contribution of geographical
areas to the total sales is a common scenario. In this situation, graphs are useful because they
provide a simple representation of data. For example, take a look at Figure 8-11. You can find
this example in the workbook CH08-04-RatiosPercentage.xlsx on the companion DVD.