Trying to sort and group two different columns - large amounts of data...

Hello all,

Each month for my work we print up about 1500 separate sheets of clients who we call to remind them of their reoccurring medical order.

These lists are organized first by phone number (since there are different clients at the same number) and then by date of the order (so we call them in order of delivery date).

To make things easier than sorting through 1500 pages every month I am trying to export the data in Excel instead.

My plan is to sort it by phone number, then within that phone number group sort it by date. It would also be nice to be able to auto insert gaps between each group of numbers so it is easier to read.

Closest I've come to achieving this is choosing the filter option but it doesn't solve my problems very well. I still need to click on the drop down and manually choose phone number to pull up the groups of clients. Since I need to do this for each phone number, seems like this would take about as long as manually sorting the printed sheets.

Thanks for any help you can provide,
Greg

From my understanding of your situation, I think you are looking at using a pivot table. This will allow you to summarise large quantities of data and actually group them.

I am rather new to Pivot Tables but am reading about them right now. Any basic suggestions to help me get started?