Wednesday, September 18, 2019

Excel table 3 | sorting | move table

Excel Table


Sorting

In the table below you can see some rows has been highlighted with the color Yellow.
We will follow these rows during sorting.

[Exercise File - Download]
excel tables

The above table is comprised of columns.
  1. Serial
  2. Order Date
  3. Region
  4. Representatives (Rep)
  5. Item
  6. Units
  7. Unit cost
  8. Amount
There are numerous options for sorting.

We are going to sort the table by 'Date' of entry.


Click Order Date drop down arrow.

excel tables
Options are
Sort Oldest Newest.
Sort Newest to Oldest.
Sort by color.

excel table
Sorted newest to oldest
excel tutorial
Sorted Oldest to Newest
ms excel table
Sorted by color
Observe the Date column in the above sorted display. In Oldest to Newest sorting 2018 cells comes top at the table. In Newest to Oldest sorting 2019 comes top in the table. Sorted by color is simple. It simply sorted the three yellow rows at the top.

There is a limitation 
 

insert excel table

One cannot combine these two features (Marked with Red square in the above display). That is Oldest to Newest for 2018 can't be done. Though it can be done otherwise. If we want to exclude 2019 in the sorted result you need to check out the boxes relevant for 2019. 
So even you uncheck the boxes relevant for 2019 and click Oldest to Newest, result will not exclude 2019. (May be it can't be done in Office 2016.)

Your sort can be very specific and precise.

Instance 1

Say we are going  to exclude 2019 date entry in the final result


how to insert table in excel
We have unchecked associated check box of 2019. And clicked Ok The result is as follows. 

excel table

 

Instance 2 

Say we want to sort 
Ordering date 2018 
Central Region's Performance
Now I believe you know how to Check / Uncheck from the drop down box.
  • Uncheck 2019 in the date column & click Ok
  • Again after the first sort uncheck East & West in 'Region' column drop down box. Uncheck means excluding East & West from the sort result.
 Final result is as follows.

table

Things to remember. How to know the table is sorted rather not in a full display mode? 
Add caption
The symbols are changed (Drop down filter button has been changed) on the top of the sorted column. This indicates that the table is sorted. And if you want to reset to full display you have to unsort again.

Instance 3 

Lets evaluate the performance of the representative 'Smith' in the year 2018 in the Central region.

  • In the Order Date column uncheck 2019. We want to exclude 2019 from the sort.
  • From the result, from the column 'Region' check 'Central' only and uncheck others, and click ok.
  •  Again with the result, from the  column 'Rep' check only 'Smith' and uncheck others.
 
excel table
Result of Instance 3
Even you can see that the result further can be sorted to 'Pencil/Desk'. 
Another very interesting aspect needs consideration. In the above resultant sort if we want to reset the sort. First you can reset Order date, after that you have to reset Rep then only you can reset Region. Try it with the downloaded data.


Instance 4

 Lets sort the Total column with the value greater than 1000.
That is we are going to get only those rows whose Total is more than 500.
Step 1
Click Drop Down Filter button of Total column.
Navigate to Number Filters.
Click Greater Than...

excel data tables
data tables

  Step 2

excel table
After selecting 'is greater than' write 500 (as written) click Ok. 
Result as follows. 
excel table
So we see we can sort at our discretion. 

 Move Excel Table 

After clicking inside the table hover your mouse cursor at the border of the Excel table you will see that the mouse pointer is tagged with a four arrow, it symbolizes that the table is to move.
Drag and drop at the desired location.

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