Ordering Of Named Sets In Excel

A bit of an obscure one, this, but it’s come up twice this week so worth mentioning. When you define a named set on your SSAS Multidimensional cube, Excel doesn’t respect the order of items in that set by default when you use it in a PivotTable. Consider the following named set defined on the Adventure Works cube (on the Calculations tab of the cube, not in defined in Excel itself):

CREATE SET [MY COUNTRIES] AS
{[Customer].[Country].&[France], [Customer].[Country].&[Canada], [Customer].[Country].&[Australia]};

Note that the countries are in the order France, Canada, Australia. When you use this named set in Excel, this order is overridden and the countries come out in hierarchy order, that’s to say the order that they appear on the Country hierarchy: Australia, Canada, France.

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How can you stop this? After all, in a lot of cases the order of members in a named set is important. If you have Excel 2010 or Excel 2013 (I believe this option isn’t available in Excel 2007), you need to click on the name of the set in the PivotTable Field List pane and select Field Settings:

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Then in the Field Settings dialog go to the Layout and Print tab and uncheck the “Automatically order and remove duplicates from the set” option:

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When you do that, the order of your set is respected:

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5 thoughts on “Ordering Of Named Sets In Excel

  1. Good post! This is very useful for General Ledger Account data because for things like income statements (SSAS P/C hierarchy) the order of the members is very important.

  2. … and I started tearing my hair why my topcount doesn’t show correct ordering! 🙂

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