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I have an excel sheet where column 1 is BROKER NAME. The title bar at the top is frozen. Under BROKER NAME, is the name along with several lines of data that are associated with ASSURANCE. I have multiple BROKER NAME lines, and each has several data entry items along with some formulas at the bottom that calculate the sum
The title bar should remain frozen, BUT I want to sort by Broker Name (Assurance) alphabetically and keep the data lines associated with ASSURANCE in place for the sort.
How do I sort by the second line and have it drag all the associated data lines below in the sort? I could put the Broker Name in each line...but that will be ugly. This needs to be treated almost like a table....if I could tag a title on a table in order to sort, maintain calculations and allow for data entry.....
how do I do this or what is the function called so I can research?
| Broker Name | Agent Name | Account Name | State | Type of Business | Effective Date | Status | Submitted Premium | Sold Premium (core?) | Comment |
|---|---|---|---|---|---|---|---|---|---|
| ASSURANCE 35-376 | **** | **** | **** | **** | **** | **** | **** | **** | |
| Tim | Peace Village | IL | Sr. Living | 01/01/17 | Proposed/Lost | $ 216,581 | |||
| John Nelson | Center for Disability | Social Services | 01/01/17 | Lost | $ 90,000 | brkr closed | |||
| Tim | Three Crowns | IL | Sr. Living | 01/01/17 | Proposed/Lost | $ 93,047 | price | ||
| **** | Tim | Wesley Acres | SD | Sr. Living | 01/01/17 | Won | $ 19,289 | $ 18,539 | **** |
| Jean Chavez | Cameo Care Center | IL | Sr. Living | 01/15/17 | lost | skilled care | |||
| Stacy Kulat | Presbyterian Homes | IL | Sr. Living | 02/01/17 | lost | ||||
| Chris Menzer | Lydia Healthcare | IL | Social Services | 02/06/17 | lost | mental health | |||
| **** | **** | Total Submitted/Sold | $ 3,881,537 | $ 638,637 |
[Moved from: Office /Excel / Windows 10 / Office 2016 ]
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You could create a column to the right that has the Broker name in every row and use that for sorting. Then delete it when you done.
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Regards,
Tom Ogilvy