Sorting and filtering data

Use the native sort and filter functionality of MS Excel to focus on a specific set of defined data in an Add-In for Excel table.

Sort data

Data defined in Add-In for Excel tables is sortable using the native sorting functionality of MS Excel. Use the column headers to sort text, numbers, dates, or statuses in one or more columns simultaneously.

  1. With a cell selected in the Add-In for Excel table, do one of the following:
    •  Click the drop-down arrow in the header of the column you want to sort.
    • Right-click a cell in the column you want to sort and select Sort.
  2. To sort the selected column, apply one of the following options:
    OptionDescription
    Sort A to ZSorts data formatted as text in ascending order.
    Sort Z to ASorts data formatted as text in descending order.
    Sort Smallest to LargestSorts data formatted as numbers in ascending order.
    Sort Largest to SmallestSorts data formatted as numbers in descending order.
    Sort Newest to OldestSorts data formatted as a date in ascending order.
    Sort Oldest to NewestSorts data formatted as a date in descending order.

Note

To return to the unsorted version of the table, click Undo as many times as necessary.

Filter data

Use native MS Excel column filtering to filter data defined in Add-In for Excel tables.

  1. With a cell selected in an Add-In for Excel table, click the ACL Add-in tab.
  2. To filter the data, do one of the following:
    • To filter multiple values, click the drop-down arrow in the header of the column, clear the values you want to exclude from the data, and click OK.
    • If you want to filter all values except a single specific value, right-click a cell that contains the value you want to specify and select Filter > Filter by Selected Cell’s Value.

Note

To clear a filter from a column, click the drop-down arrow in the column header and select Clear Filter From columnName.

Show or hide the Row ID column

The row ID is a static number sequentially assigned to each row when you define data as an Add-In for Excel table. You can show or hide the Row ID column.

Tip

Unlike the Excel row number, the row ID does not change and is permanently associated with the same row of data, regardless of whether any filtering or sorting is applied to the table. You can also use the Row ID column to revert to the table’s original sort order after applying custom sorting to the table.

To show or hide the Row ID column, click the ACL Add-In tab and then click Row ID Column to toggle the display status of the Row ID column.