How can i get pivot table to list insurance by order?

Posted on 2014-08-25
Last Modified: 2014-08-25
I am attaching an excel spreadsheet I am working on and I need the data to show the insurance Name according to Insurance ID order.  So 1,2,3 but it is showing it in order by Insurance name.  The patient name has been removed and only ID# remains.

Test would be ID#  E00001461250 .   It should like insurance as MCRAB, USAA LIFE INS CO, TRICARE FL.  But it is listing in alph z-a.
Question by:kvrogers
    LVL 27

    Accepted Solution

    You can't sort on it in the configuration you currently have.  However, because the ID is a number and it's unique to each insurance provider, you can cheat by placing the insurance Order ID's in the Values section and then sorting there.

    1) Move "InsuranceOrderID" to the Values section.  You'll see "Sum of InsuranceOrderID" as a label on top.
    2) Right-click on any OrderID value in that column (any with a number) then select "Sort", "Sort Smallest to Largest" on the shortcut menu.
    3) Change the label in cell C3 to "Insurance OrderID" (note space).

    You may also consider changing the layout to the Classic PivotTable view that is much more compact and would allow the values to be sorted by the OrderID.  I've attached a modified version of your workbook with both examples (yours and this other type).


    Author Closing Comment

    Thanks for prompt response.
    LVL 27

    Expert Comment

    by:Glenn Ray
    You're welcome.

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