Sorting the Transactions

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Sorting the Transactions

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Note:

The commands explained below sort all three of the data worksheets: the Extended Data worksheet, the Select Trans worksheet, and the Trans Selected worksheet. Sorting all of them keeps the worksheets in agreement and makes it easier for you to refer between them.

Sorting by a Single Data Field

When you're using the Select Trans and Trans Selected worksheets, it can be helpful to sort the transactions by data field. To do so right-click on the column header for the data field.

Data Field Column Headers

Data Field Column Headers

For example, to sort the transactions by revenue, right-click on the Revenue column header, the yellow cell at the top of the column with "Revenue" in bold text. The workbook will open a dialog box for selecting the sort order. Click on the button for the sort order you prefer.

Sort Transactions Dialog Box

Sort Transactions Dialog Box

Sorting by Multiple Data Fields

The Sort Transactions tool lets you sort on up to three data fields, with a separate sort order for each field. The input cells have drop down lists you can use to select the settings. To open a list, click on the input cell, then click on the down arrow button that appears next to the cell. You can toggle through a list by right-clicking on the input cell. If you don't select a sort order, the default order is ascending. To apply the sort criteria, right-click on the yellow cell labeled "Right-Click Here" at the bottom of the Sort Transactions section of the Tools worksheet.

Sort Transactions

Sort By 1 Drop Down List