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Months in Order

Anonymous
2024-03-20T15:14:25+00:00

Hello!

I hope I can explain this well... I have been working on a sheet that breaks down specific sales at specific times of the year. Within making this, I wanted to keep the year and month separate so that if someone wants to filter sales for, say, October, and compare them to previous years, they can do so.

Currently the sheet is in the correct order by year and month.

Part of the sheet is a list of names of those who we sold to. There may be a time where we need to sort it alphabetically or sort for specific names, and possibly make edits. What I noticed is that trying to reset the sheet so the year and months are in the order above, it doesn't work unless we just say "undo", which isn't an option I want to encourage every time, especially if we make any edits on another part of the document.

So what I want to know is how to reset everything in order, including having the months in the proper order after the year is in order.

Microsoft 365 and Office | Excel | For business | Windows

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  2. Anonymous
    2024-03-20T17:59:26+00:00

    Although it won't reset a sort order, the Clear Filters command will remove any filtering, like that to limit results to a specific customers, without undoing any edits.

    From the Home Tab in the Editing section the drop down is pasted below. I include this in my Quick Access Toolbar, too.

    Another option is to insert a Slicer Timeline to the table. Select any cell in the Table, then go to the Insert Tab, and look for the Timeline button. 2nd Screenshot below.

    Adding a regular slicer you can narrow table down to just a company easily. It is to the left of the Timeline slicer icon.

    4 minute video here about slicers.

    Mike

    Image

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  3. Anonymous
    2024-03-20T15:37:30+00:00

    Add a helper column with date. Then sort that date column.

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  4. HansV 462.6K Reputation points
    2024-03-20T15:24:14+00:00

    If you try to sort by month name, Excel will sort the names according to alphabet: April, August, December, ...

    I'd add a column with the month number (1 to 12).

    You can then sort on year and month number.

    (Excel can sort in January, February, .... order, but it's extra work)

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