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Sort and Group

  1. #1
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    Sort and Group

    Is there a way that I can sort a column that user's may have multiple instances in and the group by the user while maintain the sort.

    I have a list of certificates with various expiry dates and some user's have multiple certificates.

    I would like to sort the results by expiry date and the group by user so I have a list of certificates that is sorted from soonest to latest and if a user who has a cert that expires next week also has a cert that expires in 2019 I will see the one expiring next week grouped with the cert from 2019. the next user who has a cert that expires in two weeks will appear next with any other certs that he has and so on.

    I want to group certs by user but also have excel sort the certs by expiry date regardless of whether a user has one that expires in the future.

    I tried the sort function and subtotal which kind of works but I do not want all of the subtotal noise I just want user cert after user cert.


    Thanks

    James

  2. #2
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    Re: Sort and Group

    actrak welcome to the forum.

    It will help if you upload an Excel file (*.xlsx) with data laid out as you envision and expected outcomes (hand typed if necessary). 20 to 30 rows of data is usually enough. Please no screen shots or pics.

    If you are unfamiliar with how to do this:
    To attach a file to your post,
    • be sure to desensitize the data
    • click “Go Advanced” (next to Post Quick Reply – bottom right),
    • scroll down until you see “Manage Attachments”, click that,
    • click “Browse”.
    • select your file(s)
    • click “Upload”
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    The file name will appear at the bottom of your reply.
    Dave

  3. #3
    Forum Expert leelnich's Avatar
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    Re: Sort and Group

    If you are filtering, turn it off. Select the entire range you wish to sort, including headers.
    On the Home Ribbon, select Sort & Filter...>Custom Sort. The Sort Dialog Box will appear.
    Make sure "My data has headers" box is checked.
    Set Level 1 : "Column/Sort by" = "User", "Sort on" = Values, "Order" = A to Z
    Click "Add Level" (Top Left)
    Set Level 2 : "Column/Then by" = "Expiry", "Sort on" = Values, "Order" = Oldest to Newest
    Now Click OK. Hopefully, you like what you see!

    BTW, you could easily use conditional formatting to draw a border between users. If interested, please start a new Thread. - Lee

    Please click the Add Reputation star below any helpful posts, and if you have your answer, mark your thread as SOLVED (Thread Tools up top). Thanks!-Lee
    Last edited by leelnich; 05-14-2017 at 01:13 AM.

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