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Written by Jacky Chou

Sorting Dates By Month In Excel

Key Takeaways:

  • Sorting dates by month can be easily achieved in Excel using various methods such as Sort & Filter Function, PivotTable, TEXT Function, and Formula.
  • The Sort & Filter Function in Excel allows users to sort data quickly by month. It is a simple and effective solution for users who do not want to use complex formulas or functions.
  • The PivotTable function in Excel is a powerful tool that enables users to sort data by month and analyze it in a customized way with options like filtering, grouping, and sorting by value. It is an ideal solution for users who need more advanced data analysis options and insights.
  • The TEXT Function in Excel enables users to extract the month and year from a date string, making it possible to sort data by month using a simple formula. This method is suitable for users who are comfortable using Excel functions to manipulate data.
  • Sorting dates by month using a formula involves using specific commands to extract the month portion of a date value and then using a sorting function to sort the data accordingly. This method is suitable for advanced users who need more customized sorting options.

Struggling to make sense of a disorganized list of dates? You’re not alone! Learn how to quickly sort dates by month in Excel and make sense of your data.

Basic Overview of Sorting Dates in Excel

A Formal Overview of Sorting Dates in Excel

Sorting dates in Excel is an essential tool for managing data and analyzing trends over time. Here are six simple steps to sort dates in Excel:

  1. Select the column containing dates that you want to sort.
  2. Click the ‘Data’ tab and then the ‘Sort’ button.
  3. In the ‘Sort’ dialog box, select ‘Column’ in the ‘Sort by’ field.
  4. Choose ‘Date’ in the ‘Sort On’ dropdown menu.
  5. Choose the appropriate order – ‘Oldest to Newest’ or ‘Newest to Oldest’.
  6. Click ‘OK’ to sort the dates in the selected column.

In addition to basic date sorting, Excel offers a wide range of advanced sorting options for more nuanced analysis. For example, you can sort decimal values in Excel by selecting the decimal column and choosing the appropriate sorting option in the ‘Sort’ dialog box.

When sorting dates in Excel, be sure to use the appropriate format, such as ‘MM/DD/YYYY’ or ‘DD-MMM-YY.’ Incorrect date formatting can lead to errors in your data analysis.

To illustrate the importance of proper date sorting, consider the case of a business tracking sales data over time. Without proper sorting of dates, it would be difficult to identify seasonal trends and make informed business decisions.

Sorting dates in Excel is a fundamental tool for managing and analyzing time-series data. With the proper formatting and sorting techniques, Excel can help you uncover valuable insights and trends that can inform your business decisions.

Basic Overview of Sorting Dates in Excel-Sorting Dates by Month in Excel,

Image credits: chouprojects.com by Harry Duncun

Sorting Dates by Month Using Sort & Filter Function

Using the Excel Sort & Filter function, you can organize dates by month. Here’s how!

  1. Firstly, open the Sort & Filter menu.
  2. Then, select the dates you want to sort.
  3. Finally, click ‘Sort By Month’.

Voila! You can now analyze your data more effectively.

Sorting Dates by Month Using Sort & Filter Function-Sorting Dates by Month in Excel,

Image credits: chouprojects.com by Harry Washington

Steps for using Sort & Filter Function

When working with Excel sheets containing dates, it is important to know how to sort them by month using the Sort & Filter function. Here are the steps:

  1. Select the range of cells that contain your date data.
  2. On the Home tab, click Sort & Filter and then choose Custom Sort.
  3. In the Sort dialog box, select the column that contains your dates.
  4. Under “Sort On,” choose “Values.”
  5. Under “Order,” select “Custom List” from the dropdown menu and choose the month order you prefer.
  6. Click OK to apply the sort.

It’s worth noting that when sorting dates by month, Excel may not always recognize them as a date format. In this case, you’ll need to change their format prior to sorting.

Having a proper understanding of sorting dates can save time and avoid confusion while reading data in a spreadsheet. Ensure you learn these skills so as not to miss out on relevant information hidden within huge chunks of data.

Say goodbye to date disarray with the powerful PivotTable – it’s time to sort things out by month.

Sorting Dates by Month Using PivotTable

Sort dates by month? Use PivotTable! It is the perfect solution for grouping and analyzing data in Excel. Follow these steps to easily gain insights and trends, without any manual rearranging. Enjoy!

Sorting Dates by Month Using PivotTable-Sorting Dates by Month in Excel,

Image credits: chouprojects.com by Yuval Jones

Steps for using PivotTable

PivotTable is a powerful tool to sort and analyze data quickly. By using it, you can organize your data more efficiently, making it easier to identify patterns and insights. Here’s what you need to know about using PivotTable.

  1. Choose your source data: Select the range of cells that contains the information you want to use for the PivotTable.
  2. Create a blank PivotTable: Click on “PivotTable” in the “Tables” section of the “Insert” tab and select “New Worksheet” or choose an existing worksheet to place it.
  3. Add fields: Drag the fields that you want to analyze into the boxes labelled “Rows”, “Columns”, and “Values”.
  4. Sort by month: To sort dates by month, select the date field in the PivotTable. In the pivot table toolbar, click on the ‘Group Field’ icon and choose Month from group options.

In addition to sorting dates by month, there are many other ways to customize your PivotTable analysis using filters, calculated fields or grouped values.

Did you know? According to a study conducted by Spiceworks in 2018, 80% of businesses use Microsoft Excel for daily work tasks.

Who needs a date when you’ve got TEXT function to sort them all out?

Sorting Dates Using TEXT Function

  1. Sort dates with the TEXT Function! Follow these steps:
  2. Use the TEXT Function to extract components of the date (e.g., month, year).
  3. Sort dates by the month in Microsoft Excel.
  4. Sub-sections will guide you through the process.

Sorting Dates Using TEXT Function-Sorting Dates by Month in Excel,

Image credits: chouprojects.com by Yuval Washington

Steps for using TEXT Function

Using TEXT function is essential when sorting dates efficiently. Here’s how to use it precisely and correctly.

  1. Start by selecting the range of cells that you want to sort by month.
  2. Next, click ‘Data’ on the menu bar, then select ‘Sort.’
  3. In the ‘Sort By’ dropdown box, select the column that contains the dates you are looking to sort.
  4. In the ‘Sort On’ dropdown box, choose ‘Cell Values.’
  5. In the ‘Order’ dropdown box, select ‘Custom List.’ Then in this same box, type in all twelve months in order separated by a comma. Once done, click OK.

TEXT function provides unique details for selecting specific date elements for sorting. When searching for a different set of data to sort or parts of a cell as equally important as one another, multiple selections allow using different functions like RIGHT or LEFT functions.

Excel may not be able to sort your love life, but it can sure organize your dates by month with this formula.

Sorting Dates by Month Using Formula

Sort dates by month in Excel? Use a formula! It’ll help you quickly organize your data. Follow these steps for easy-reading, easy-understanding data. Voila!

Sorting Dates by Month Using Formula-Sorting Dates by Month in Excel,

Image credits: chouprojects.com by Adam Woodhock

Steps for using Formula

Sorting dates by month using formulas can be a daunting task for some. Understanding the steps to use formulae correctly makes it easy to sort dates by month and analyze data.

Here are five simple steps to sorting dates by month in Excel:

  1. Open your Excel spreadsheet with the dates you want to sort.
  2. Insert a new column next to your date column (or use an empty column if available).
  3. Type the formula “=TEXT(A1,"mmmm")” in cell B1 (replace A1 with the first cell of your original date column).
  4. Drag down the bottom right corner of cell B1 until all other cells in column B are filled in.
  5. Select both columns (Date and Month) of data, then click on “Sort & Filter” under the Home tab and select “Custom Sort”. From there, choose “Month” as the criteria for sorting.

It’s worth noting that this method only sorts dates corresponding to a single year. If you have dates spanning multiple years, they will group incorrectly.

To ensure you don’t miss out on crucial insights when analyzing large datasets, mastering sorting functions is essential. Don’t hesitate to practice these steps and become proficient at monthly date sorting.

Five Well-Known Facts About Sorting Dates by Month in Excel:

  • ✅ Excel offers a built-in feature for sorting dates by month. (Source: Excel Easy)
  • ✅ Sorting dates by month can make it easier to analyze data trends over time. (Source: Datawrapper Academy)
  • ✅ When sorting dates by month, it’s important to use the correct date format in Excel. (Source: Exceljet)
  • ✅ In Excel, the MONTH function can be used to extract the month from a date value for sorting purposes. (Source: Ablebits)
  • ✅ Using PivotTables in Excel can provide an efficient way to group and sort data by month. (Source: Investopedia)

FAQs about Sorting Dates By Month In Excel

How can I sort dates by month in Excel?

You can sort dates by month in Excel by using the custom format "mmm" for the dates and then sorting them in ascending or descending order. You can also use the “Sort & Filter” option in the “Data” tab to sort the dates.

Can I sort dates with different years by month in Excel?

Yes, you can sort dates with different years by month in Excel. The sorting will happen on a month level, regardless of the year. For example, January 2020 will be sorted before February 2019 but after December 2019.

What should I do if the dates are not sorting correctly by month in Excel?

If the dates are not sorting correctly by month in Excel, you may need to check the format of the dates in the cells to ensure they are all in the same format. You can also try using the “Text to Columns” feature under the “Data” tab to separate the month, day, and year into separate columns before sorting.

Can I sort dates by month and year in Excel?

Yes, you can sort dates by month and year in Excel. To do this, you need to apply a custom format of "mmm-yyyy" to the dates. You can then sort the dates in ascending or descending order based on this format.

How can I sort dates by specific month in Excel?

You can sort dates by a specific month in Excel by applying a filter to the column containing the dates. Then, select the dropdown arrow next to the filter and select “Sort A to Z” or “Sort Z to A” for the column. This will sort the dates by month within the filtered selection.

Can I use Excel functions to sort dates by month?

Yes, you can use Excel functions to sort dates by month. You can use the MONTH function to extract the month from the dates, and then sort the dates based on the extracted month. For example, you can create a new column with the formula =MONTH(A2) to extract the month from cell A2 and then sort the dates based on this new column.

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