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Sort Data By Group

  1. #1
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    Sort Data By Group

    Hi,

    I already tried romper's solution here, which was the simplest, but I got confused and couldn't do it.

    http://www.excelforum.com/excel-gene...-in-excel.html

    I need to sort by Adviser Fee. I guess the groups are self explanatory, but yeah, any help would be mad as.
    Attached Files Attached Files

  2. #2
    Forum Guru :) Sixthsense :)'s Avatar
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    Re: Sort Data By Group

    Your current data layout seems to be arrived from Pivot Table. So place the cursor in Advice Fee column of your pivot and press the A-Z button on Data Menu>>Sor & Filter.


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  3. #3
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    Re: Sort Data By Group

    Despite appearances, it isn't from a Pivot. I just manually typed the data there. The real data looks similar but is many rows long of just manually entered data.

  4. #4
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    Re: Sort Data By Group

    I can sort your data, if I add two additional columns used for sorting only
    as follows:
    a. The first column is a sequence number used to keep items in order after
    the sort, and also can be used to restore your data to it's original order.
    b. The second column is a concatenation of the 'Advisor Fee' (with additional
    leading Zeros added as required, depending on the largest fee) and the
    User Name.

    For example the additional columns in your sample data would be:
    00002 00000050.00Daniel
    00003 00000050.00Daniel
    00004 00000050.00Daniel
    00005 00000015.00Simon
    00006 00000015.00Simon
    00007 00000015.00Simon
    00008 00000020.00Gerry
    00009 00000020.00Gerry
    00010 00000020.00Gerry

    You would sort with the second column as the primary sort, and
    the first column as the secondary sort. I couldn't find foolproof
    formulas to create the data and keep the data after sorting, so I went
    the Macro route.

    See the attached Worksheet (written and tested in Excel 2003), but it should
    work in your version. I included the following Macros that can be activated by
    'Buttons' on your worksheet:
    a. Clear Columns F and G.
    b. Add Sequence Numbers in Column F and Advisor Fee / Client Name in Column G.
    c. Sort by Sequence Number
    d. Sort by Advisor Fee / Client Name

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