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Sorting WBS in Pivot Table

  1. #1
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    Sorting WBS in Pivot Table

    Hey all

    I am trying to make a project plan with a Gantt chart (that will be using a pivot table and conditional formatting on the dates), and I am stuck as Excel 2013 is not letting me sort the WBS properly even when formatted as text.
    I have attached a sample document as reference. In the sample document, I am trying to have the WBS that is calculated on the "Project Plan" tab (it uses a Macro to calculate WBS in column A based on the indenting in column B) be recalled in a Pivot Table on the "Gantt Chart" tab.

    It is currently listing 1.10 before 1.2 on the Pivot table.

    I know it will work in a VLOOKUP, but I am looking to have the functionality in a pivot table because of the amount of data points I am looking to have on the finished Gantt chart tab. I have tried inserting columns on the "Project Plan" tab to add a decimal to the end of every WBS number (to eliminate 1.10 vs. 1.1), and storing it as Text, neither has worked.

    Any ideas would be much appreciated.

    Thanks,
    B

    ExcelHelp15.xlsx

  2. #2
    Forum Guru Kaper's Avatar
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    12-14-2013
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    Re: Sorting WBS in Pivot Table

    To have 1.2 listed before 1.10 and 2.1 bedore 10.3 you have to format it all as 0x.0y
    so for instance in C5:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Tailor it to your needs (may be just introduce temporariliy within a macro).
    Of course you could also create yout non-standard sorting list but for 4 digits (2 for project number and 2 for sub-project/task), it will contain 9000 entries
    Best Regards,

    Kaper

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