Excel - Create a custom list to sort data

Posted on:  12/03/2021
Excel - Create a custom list to sort data

Excel makes it easy to sort using built-in custom lists, you can sort data—either by days of the week or months of the year. I'll demonstrate how to create your own custom lists to sort by any other characteristic that doesn’t sort well alphabetically—such as high, medium, and low—or S, M, L, XL, or fiscal months of July to June or October to September. You can create a custom sort list for products or regions.

Excel Custom Sort List

Excel Custom Sort List

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Create a custom sort list PC/Windows

  1. In a column of a worksheet, type the values to sort by.
  2. Arrange them in the order that you want to define the sort order—from top to bottom.
  3. Select all of the cells in that list, and then click File - Options - Advanced.
  4. Scroll way down to the General section and click Edit Custom Lists...
  5. In the Custom Lists box, click Import.
  6. Click OK twice.
File - Options - Advanced - Edit Custom List in Excel

File - Options - Advanced - Edit Custom List in Excel

Import custom list - fiscal months example

Import Custom List in Excel

The example is Fiscal Months Jul to Jun

Create a custom sort list - Mac

  1. On the Excel menu, click Preferences, and then under Formulas and Lists, click Custom Lists .
  2. Click Add.
  3. Type the values for your list in the order that you want them sorted, with a comma between each value.
  4. When you are finished, click Add, and then close the Custom Lists box.

Microsoft support article for Mac https://support.microsoft.com/en-us/office/sort-a-list-of-data-in-excel-for-mac-3b0e62c1-ef88-4176-babb-ccf1cb1e6145

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Chris Menard

Chris Menard is a Microsoft Certified Trainer (MCT) and is employed full-time as a Trainer for BakerHostetler, one of the nation’s largest law firms. Menard has a YouTube channel with over 800 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 12 million viewers have appreciated. Menard also does public speaking at conferences for CPAs and Administrative Professionals. Connect with Chris on LinkedIn at chrismenardtraining.com/linked or on YouTube at chrismenardtraining.com/youtube

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