In excel automatically Sorting a row by date

July 20, 2009 at 10:09:59
Specs: Windows XP
I need to Sort an entire row by date automatically (close of escrow). I would like to be able to hit a button and the sheet sorts all the rows by date. I am making a spreadsheet that keeps track of Mortgage loans in process and to beable to track the loans by close of escrow would make the spreadsheet more effective. Each row has close of escrow, purchase price, loan amount, etc. I know how to sort but I need to make this spreadsheet user friendly for people that dont know how to work in excel. Thanks for your help in advance

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#1
July 20, 2009 at 19:12:50
re: I need to Sort an entire row by date

re: I would like to be able to hit a button and the sheet sorts all the rows by date

I'm confused by your question.

Do you want a sort a row or do you want to sort the sheet based on column full of dates?

In either case, if you want to do it automatically by hitting a button, you'll need a macro. If you need to use a macro, you'll have to have macros enabled on all of your users' machines or the macros won't work.

Is that going to be a problem?

If not, you could just record a macro while you perform your sort and then either assign the macro to a button or a function key.


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#2
July 21, 2009 at 10:41:51
Here is what the spread sheet looks like:

Bor Name COE Sales Price Loan Amount Etc.
1 smith 8/15 150,000 200,000 etc.
2 taylor 7/30 100,000 300.000 etc.
3
4
5
When my proicessor enters a new loan in the spreadsheet how do we make it sort COE from the soonest to latest either when she opens it in the morning or by hitting a button or both? For example when the Taylor loan is input that row with the Taylor info should be before smith because taylor is closing on 7/30. By the way we are going to have this info on Google docs so all the loan officers can see the pipeline report and know the status of there deals.


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#3
July 22, 2009 at 13:08:19
From reading your post, you want your whole sheet to be sorted according to the column headed COE, correct?

If so try this:

First create your Macro:

On the Task Bar,
Select Tools,
Select Macro,
Record New Macro,

A small window should open,
Give the Macro an appropriate name, like “SortbyCOE”
Click OK

A small box with the word “Stop” should appear.
If it does not don’t worry, will take care of it later.

Place your cursor on the small box area that is above row number 1 and next to the column letter A and left click, this will select the entire sheet.

On the Tool Bar,
Select Data,
Select Sort

Check the “Header Row” button near the bottom, under the heading “My List Has”.
Change the “Sort by” to the heading “COE”
Click OK

Your sheet should sort.

Put your cursor on cell A1 and left click,
This will be the default location for the cursor after the sort.

Click the “Stop” button to end the macro.
If there is no Stop button, then, On the Task Bar
Select Tools,
Select Macro
Click on Stop Recording Macro


Create a button for the macro

On the Task Bar
Select Tools,
Select Customize

In the small window, under “Categories”,
Scroll down and click on “Macros”
The right panel should change and there should be a smiley face next to “Custom Button”
Left click on the smiley face, hold and drag up to the Task Bar and let go.
Where, on the Task Bar, you put it is up to you. I usually place it on the far left or next to the Help button.

Click “Close” on the small window.

Next, click on the smiley face button and another window opens that reads “Assign Macro”
Find your “SortbyCOE” macro and double click and your done.

MIKE

http://www.skeptic.com/


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#4
July 22, 2009 at 15:47:45
Thanks that worked!

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