Categorize spreadsheet title easily

Aug 6th, 2022
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How to categorize spreadsheet title

5 out of 5
58 votes

welcome to this video that explains the use of a spreadsheet that contains Visual Basic macros that can quickly put data into different categories theres a copy of the spreadsheet available for download through the link in the description below so the many different situations in which users might want to put data into different categories an example Im gonna use to explain the spreadsheet is if someones got a bank statement I like Ive got over here and this is the type of data set that could be downloaded from most online banking portals so imagine youve got this set of data and you want to know how you spending money each month in other words how much on gas how much on food and things like that so in the first few minutes of this video Im gonna quickly run through how the macros work just so that viewers can get a quick idea of whether this is something that they might be interested in and then Ill go through again in a bit more detail just showing a couple of examples of ho

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Data organization guidelines Put similar items in the same column Design the data so that all rows have similar items in the same column. Keep a range of data separate Leave at least one blank column and one blank row between a related data range and other data on the worksheet.
Sort the table Select Custom Sort. Select Add Level. For Column, select the column you want to Sort by from the drop-down, and then select the second column you Then by want to sort. For Sort On, select Values. For Order, select an option, like A to Z, Smallest to Largest, or Largest to Smallest.
On the Data tab, in the Sort Filter group, click Sort. In the Sort dialog box, under Column, in the Sort by or Then by box, select the column that you want to sort by a custom list. Under Order, select Custom List. In the Custom Lists dialog box, select the list that you want.
In the Sort by option, select the name of the column that just has the last name. In the Sort On, select Cell Values In the Order option, select A to Z Click OK.
Use column labels to identify data Create column labels in the first row of the range of data by applying a different format to the data. Excel can then use these labels to create reports and to find and organize data.
Follow these steps: Select the columns to sort. In the ribbon, click Data Sort. In the Sort popup window, in the Sort by drop-down, choose the column on which you need to sort. From the Order drop-down, select Custom List. In the Custom Lists box, select the list that you want, and then click OK to sort the worksheet.
Select the data (including any summary rows or columns). On the Data tab, in the Outline group, click Group Group Rows or Group Columns. Optionally, if you want to outline an inner, nested group select the rows or columns within the outlined data range, and repeat step 3.
Group by Using Shortcut Key The shortcut key to group the data is SHIFT + ALT + Right Arrow key. First, we must select the rows that need to be grouped. To group these rows, we must press the shortcut key SHIFT + ALT + Right Arrow key.
To group columns in Excel, perform these steps: Select the columns you want to group, or at least one cell in each column. On the Data tab, in the Outline group, click the Group button. Or use the Shift + Alt + Right Arrow shortcut.
Select Text. Select Category classification - Classify texts into custom categories. Read the Classify texts into custom categories page, and then select Get started. Choose Select text, select the table, select the column where your training text is stored, and then choose Select column.

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