Custom sorting rules in Excel - Dashboard Guide

Dashboard Mode - Custom sorting rules

Dashboard Goal

Sort a list of products by a custom priority order instead of alphabetical or numeric order.

Sample Data

Product	Category	Price
Banana	Fruit	0.5
Carrot	Vegetable	0.3
Apple	Fruit	0.7
Broccoli	Vegetable	1.2
Orange	Fruit	0.6
Potato	Vegetable	0.4
Strawberry	Fruit	1.5

Dashboard Components

• Custom Sort Order Table: A small table listing categories in the desired order.
  A10:A11 contains: Fruit, Vegetable
• Helper Column for Sort: In D2, formula:
  =MATCH(B2,$A$10:$A$11,0)
  This finds the category's position in the custom order list.
  Drag down to D8.
• Sorted Product List: Use SORTBY formula to sort by custom order and then by price ascending.
  In F2, formula:
  =SORTBY(A2:C8, D2:D8, 1, C2:C8, 1)
  This sorts products first by category order (Fruit first, then Vegetable), then by price low to high.

Dashboard Layout

+----------------------+-----------------------+
| Custom Sort Order     | Sorted Product List   |
| (A10:A11)            | (F2:H8)               |
+----------------------+-----------------------+
| Sample Data          | Helper Column (hidden) |
| (A1:C8)              | (D2:D8)                |
+----------------------+-----------------------+

Interactivity

Change the order of categories in the custom sort order table (cells A10:A11). The helper column updates automatically. The sorted product list updates to reflect the new category priority.

Self Check

If you change the custom sort order to have Vegetable first and Fruit second in A10:A11, which product category appears first in the sorted product list?

Key Result

Sort products by a custom category order and then by price ascending.

Practice

1. What is the main purpose of using Custom Sorting in Excel?

easy

A. To create charts from data

B. To automatically remove duplicates from data

C. To arrange data in a specific order you define

D. To filter data based on conditions

Solution

1. Step 1: Understand what sorting does

   Sorting arranges data in order, like alphabetically or numerically.

2. Step 2: Identify what custom sorting adds

   Custom sorting lets you choose your own order, not just A-Z or smallest to largest.

3. Final Answer:

   To arrange data in a specific order you define -> Option C

4. Quick Check:

   Custom sorting = user-defined order [OK]

Hint: Custom sorting means sorting by your own list order [OK]

Common Mistakes:

• Confusing sorting with filtering
• Thinking custom sorting removes duplicates
• Assuming custom sorting creates charts

2. Which of these is the correct way to start creating a custom sort order in Excel?

easy

A. Go to Review tab > Protect Sheet

B. Go to Home tab > Conditional Formatting > New Rule

C. Right-click cell > Insert Comment

D. Go to Data tab > Sort > Order dropdown > Custom List...

Solution

1. Step 1: Locate sorting options

   Sorting options are under the Data tab in Excel.

2. Step 2: Find how to access custom lists

   In the Sort dialog, the Order dropdown has a Custom List option to define your order.

3. Final Answer:

   Go to Data tab > Sort > Order dropdown > Custom List... -> Option D

4. Quick Check:

   Custom sort setup = Data tab > Sort > Custom List [OK]

Hint: Custom sort is under Data tab, not Home or Review [OK]

Common Mistakes:

• Looking in Conditional Formatting for sorting
• Trying to add custom sort via comments
• Confusing sheet protection with sorting

3. You have a list of fruits in column A: Apple, Banana, Cherry, Date. You want to sort them in this order: Date, Apple, Banana, Cherry. Which custom list should you create to sort correctly?

medium

A. Apple, Banana, Cherry, Date

B. Date, Apple, Banana, Cherry

C. Banana, Cherry, Date, Apple

D. Cherry, Date, Apple, Banana

Solution

1. Step 1: Understand custom list order

   The custom list defines the exact order Excel uses to sort.

2. Step 2: Match desired order with custom list

   You want Date first, then Apple, Banana, Cherry, so the list must be exactly that.

3. Final Answer:

   Date, Apple, Banana, Cherry -> Option B

4. Quick Check:

   Custom list = desired sort order [OK]

Hint: Custom list order = your desired sort order [OK]

Common Mistakes:

• Using alphabetical order instead of desired order
• Mixing up the sequence of items
• Not creating a custom list at all

4. You tried to sort a list using a custom list but the order did not change. What is the most likely reason?

medium

A. You created the custom list but did not choose it in the Sort dialog

B. You used the Filter feature instead of Sort

C. Your data contains blank cells

D. You forgot to select the correct column before sorting

Solution

1. Step 1: Check if custom list was applied

   Creating a custom list alone does not sort data; you must select it in the Sort dialog.

2. Step 2: Confirm sorting steps

   If you don't pick the custom list in the Order dropdown, Excel uses default sorting.

3. Final Answer:

   You created the custom list but did not choose it in the Sort dialog -> Option A

4. Quick Check:

   Custom list must be selected to apply sorting [OK]

Hint: Always select your custom list in Sort order dropdown [OK]

Common Mistakes:

• Assuming creating list auto-sorts data
• Not selecting the right column before sorting
• Confusing Filter with Sort

5. You have a list of project statuses in column A: "In Progress", "Completed", "Not Started", "On Hold". You want to sort them so the order is: "Not Started", "In Progress", "On Hold", "Completed". How do you apply this custom sort correctly?

hard

A. Create a custom list with the order and then sort column A using that custom list

B. Sort column A alphabetically and then manually rearrange rows

C. Use Conditional Formatting to color code statuses

D. Filter column A to show only "Not Started" first

Solution

1. Step 1: Define the custom order

   Create a custom list with statuses in the desired order: Not Started, In Progress, On Hold, Completed.

2. Step 2: Apply the custom sort

   Use the Sort dialog on column A and select the custom list in the Order dropdown to sort accordingly.

3. Final Answer:

   Create a custom list with the order and then sort column A using that custom list -> Option A

4. Quick Check:

   Custom list + Sort = desired order [OK]

Hint: Define custom list then sort column using it [OK]

Common Mistakes:

• Sorting alphabetically instead of custom order
• Trying to manually move rows after sorting
• Using filtering instead of sorting