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Courses/Office Productivity/MS Excel

Mastering the Art of Sorting in Excel

Move beyond basic sorting commands to master advanced techniques and automation strategies that streamline data organization and eliminate repetitive manual tasks.

Created byDavid Ringstrom
5.0
(3 reviews)
BeginnerUpdated Feb 2, 2026
Mastering the Art of Sorting in Excel

What You'll Learn

check_circlePerform advanced multi-level and color-based sorts.
check_circleSort data horizontally across columns effectively.
check_circleCreate custom lists to sort by month or weekday.
check_circleControl sort orders within Excel Pivot Tables.
check_circleImplement SORT and SORTBY dynamic array functions.
check_circleAutomate repetitive sorting with Power Query.

About This Course

Unlock the full potential of your data management skills with Mastering the Art of Sorting in Excel. While sorting data may seem like a straightforward task, spreadsheet consultant David Ringstrom, CPA, reveals that there are surprising nuances and powerful techniques that go far beyond the standard A-to-Z command. This course is designed to transform a historically manual process into a streamlined, automated workflow, allowing you to rearrange data with precision and efficiency.

Starting with the essentials, this training lays the groundwork for sorting on single and multiple columns before diving into advanced capabilities. You will explore how to organize data based on visual cues like cell color and conditional formatting icons, as well as how to perform horizontal sorting to rearrange columns across rows. The course also covers the creation and application of custom lists, enabling you to sort data in non-alphabetical orders, such as by month, day of the week, or specific business hierarchies. Furthermore, you will navigate the specific behaviors of sorting within Pivot Tables and learn how to enable sorting on protected worksheets.

For users of modern Excel versions, this course introduces powerful dynamic array functions and automation tools. You will learn to utilize worksheet functions like SORT, SORTBY, and UNIQUE to create self-updating lists that respond instantly to data changes. Finally, the course concludes with a deep dive into Power Query, demonstrating how to connect to data sources and automate complex row and column sorting without manual intervention.

Key topics covered in this course include:

  • Sorting lists based on single columns, multiple columns, cell colors, and conditional formatting icons.
  • Executing horizontal sorts to rearrange column orders efficiently instead of moving columns manually.
  • Creating and utilizing Custom Lists to sort data in logical, non-alphabetical orders.
  • Managing case-sensitive sorting and creating user-friendly sorting options on protected worksheets.
  • Understanding the nuances of sorting data within Pivot Tables and controlling global options.
  • Utilizing dynamic array functions such as SORT and UNIQUE in Microsoft 365 and Excel 2021.
  • Automating repetitive sorting tasks using Power Query to transform and organize data sources automatically.

Join this course to move beyond simple data organization and master the advanced tools that will save you time and ensure data integrity across your spreadsheets.

Your Instructor

David Ringstrom
David Ringstrom

CPA, Author, Professional Excel Spreadsheet Trainer and Consultant

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star1,099 reviews

David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

5.0
Student's Choice
3 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.