No idea how to title...Sorting in Excel to include group header?
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    Default No idea how to title...Sorting in Excel to include group header?

    Hi! I'm not sure how to phrase my question which makes hard to search for an answer....Can I sort by a grouping under a heading?

    I have a sheet that I want to filter (by person), but I want the subheadings (Project name) to be included with the filtering. I can only explain by pictures

    The original spreadsheet:



    When I filter for Holly to see her tasks, I see this (it removes the grouping header):




    I would like to see this so she knows which project the task belongs to.



    My only thought would be to add a column with the list of the project name,and create a custom filter which would filter 1st by the person's name and then by the project name.. Oh, that might work. Nope. It put the project names in alphabetical order. I'd like to keep them in the order I have them in. I feel like there is a really simple solution I'm missing here.

    Any other ideas?

    THANK YOU!!

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    Board Regular alansidman's Avatar
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    Default Re: No idea how to title...Sorting in Excel to include group header?

    Can you post a sample file to a third party site so that it can be manipulated. ie. Box.net, Dropbox.com, etc. I believe that this can be easily accomplished using Power Query but personally, I don't like having to try and re-create an existing file and guess as to the structure.
    Let me know if that works for you
    Alan

    Am Yisrael Chai

    Win 10--Office 2019
    When Posting Code, please use code tags.
    How to insert Mcode to Power Query https://excel.solutions/2017/11/powe...te-code-video/


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    Default Re: No idea how to title...Sorting in Excel to include group header?

    Power Query? I knew I came to the right place. I hope this works! https://wetransfer.com/downloads/88c...4210808/8b4c5c

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    Board Regular sandy666's Avatar
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    Cool Re: No idea how to title...Sorting in Excel to include group header?

    something like this?

    Projects Stephen Holly Sullivan Names Holly
    Project 1
    Task 1 X X X Projects Tasks Value
    Task 2 X Project 1 Task 1 X
    Task 3 X Task 2 X
    Task 4 X Task 3 X
    Task 5 X Task 4 X
    Task 5 X
    Project 2 Project 2 Task 6 X
    Task 6 X X Task 8 X
    Task 7 X Task 9 X
    Task 8 X
    Task 9 X X X
    Task 10 X


    Power Query then Pivot Table from Query table.
    You can set Pivot Table according to your needs of course

    Code:
    // Table1
    let
        Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
        IF = Table.AddColumn(Source, "Custom", each if Text.Contains([Projects], "Project") then [Projects] else null),
        ErrorOut = Table.RemoveRowsWithErrors(IF, {"Custom"}),
        FillD = Table.FillDown(ErrorOut,{"Custom"}),
        UOC = Table.UnpivotOtherColumns(FillD, {"Projects", "Custom"}, "Attribute", "Value"),
        Rename = Table.RenameColumns(UOC,{{"Projects", "Tasks"}, {"Custom", "Projects"}, {"Attribute", "Names"}})
    in
        Rename
    Last edited by sandy666; Jul 24th, 2019 at 05:42 PM.
    I know you know but I forgot my Crystal Ball and don't know what you know



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    impossible things we do on the spot. for miracles you need to wait for a while

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    Default Re: No idea how to title...Sorting in Excel to include group header?

    Quote Originally Posted by sandy666 View Post
    something like this?

    [COLOR=#FFFFFF ]Projects[/COLOR] [COLOR=#FFFFFF ]Stephen[/COLOR] [COLOR=#FFFFFF ]Holly[/COLOR] [COLOR=#FFFFFF ]Sullivan[/COLOR] Names Holly
    Project 1
    Task 1 X X X Projects Tasks Value
    Task 2 X Project 1 Task 1 X
    Task 3 X Task 2 X
    Task 4 X Task 3 X
    Task 5 X Task 4 X
    Task 5 X
    Project 2 Project 2 Task 6 X
    Task 6 X X Task 8 X
    Task 7 X Task 9 X
    Task 8 X
    Task 9 X X X
    Task 10 X
    YES! Thank you so much!!!!

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    Board Regular sandy666's Avatar
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    Default Re: No idea how to title...Sorting in Excel to include group header?

    You are welcome

    Have a nice day
    I know you know but I forgot my Crystal Ball and don't know what you know



    In the first post, show the type of machine (PC / Mac) and the Office version you are working on
    impossible things we do on the spot. for miracles you need to wait for a while

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