Keith’s Training Hub

LESSON 6 OF 16 · ABOUT 15 MINUTES

Sort by team, then amount

Group each team and put its largest orders first.

Need the practice files?

Keep using your working copy if you have started the programme.

Practice workbook (.xlsx)

Learn the skill

The first sort level makes the groups. The next level orders records within each group.

Worked example

First level: Team A to Z. Second level: Amount Largest to Smallest.

North comes first with TR-101 £120, TR-103 £80, TR-106 £50.

South follows with £90, £70, £40. West follows with £60, £30.

Follow these steps

  1. Select the complete A1:I9 range and open Data > Sort.
  2. Set Team, Cell Values, A to Z.
  3. Select Add Level. Set Amount (£), Largest to Smallest.
  4. Check Team is above Amount in the level list.
  5. Apply once, then check each team and the overall £540 total.

Try it yourself

Explain why running two unrelated single-column sorts is not the same as specifying two levels.

Check your practical result
  • The groups are North, South, West.
  • Each team is in descending amount order.
  • The original fields stay paired with the correct ID.

This is your own review, not an automatic inspection of Excel.

If it does not work

If amounts are sorted globally, inspect the level order. Move Team above Amount and apply the full-range sort again.

Optional knowledge check

This check is for practice. It is not saved or required to continue.

Which sort level controls the main groups?

Continue whenever you are ready. No test or recorded score is required.

Course guide and Microsoft helpDownload the whole course guide (.txt)

Steps primarily use Microsoft 365 desktop Excel for Windows. Other versions can differ. Formulas use English names and commas; your region may use semicolons. Work only on the fictional practice copies.

Microsoft: Sort a range or table (opens in a new tab). Guidance checked 3 November 2026.

Browser knowledge checks do not execute Excel. This programme does not change your saved progress in other courses.

All 16 lessons and the day programme

Welcome and setup: 09:30–09:40. Evaluation and close: 16:15–16:30.

The four session windows match the supplied programme. Lesson times below are approximate independent practice times. Facilitators can use the remaining time for demonstrations, questions and breaks, including lunch within Session 2.

SESSION 1 · 09:40–11:40

More functions

Count, total, classify and work with dates.

  1. Count matching orders with COUNTIF · 15 min
  2. Add matching costs with SUMIF · 15 min
  3. Use IF to label a result · 15 min
  4. Use TODAY without losing a reporting date · 15 min

SESSION 2 · 11:40–14:30

Managing datasets

Keep records together, find what matters and control new entries.

  1. Sort whole records safely · 15 min
  2. Sort by team, then amount · 15 min
  3. Put priorities in a custom order · 15 min
  4. Filter a list and restore every row · 15 min
  5. Make a safe dropdown with data validation · 20 min

SESSION 3 · 14:30–15:30

Linking

Reuse values across cells, sheets and files with clear checks.

  1. Link cells instead of retyping · 10 min
  2. Link sheets inside one workbook · 10 min
  3. Link a value from another file · 15 min
  4. Inspect, repair and safely remove a link · 15 min

SESSION 4 · 15:30–16:15

Charts

Choose a chart, label it and improve its design.

  1. Choose a chart for the question · 15 min
  2. Label the chart so someone else can read it · 15 min
  3. Improve the design without changing the message · 15 min

Final practical task and evaluation →