Sorting on Multiple Headings (2007)

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G’Day everyone,

I have just installed Office 2007, and specifically Excel 2007, and I am still on the learning curve with 2007! Don’t ask me how I feel about this new version!

Anyway, whenever I update data in my worksheet, I always want to sort this worksheet with the same multiple headings: By date (newest to oldest), Matter Name (A-Z) , By Client Name (A-Z).

In XLS 2003 when I save, close the workbook, reopen, 2003 would remember the multiple criteria I wanted to use.

But XLS forgets! After sorting & saving, the workbook only remembers during the current session. When I save the workbook, close it; and then, re-open the workbook, XLS 2007 forgets; meaning that I have to manual set all over again the multiple criteria. How rude, indeed!

It’s time consuming, much less efficient, and aggravating!

Anyone know how to teach XLS 2007 to remember my sort selections between sessions? Please, please, tell me you can do this in XLS 2007!

I am attaching the XLS 2007 “Sort” dialog box as an example. I reached the Sort dialog box by Data tab > Sort button.

Thanks so much & Cheers,
Rich

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I don’t have Excel 2007, so I cannot answer your specific question, but this looks like a candidate for a macro.
You could record a macro of the Sort action, and make the macro available through the Quick Access Toolbar. Sorting the workbook the way you want would take only one mouse click.

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Hi Hans,

Yes, that’s an excellent suggestion and I’ve done that now. I am up and running. First really operational test will be on Monday, July 14, 2008!

I was hoping XLS 2007 would be nice enough to remember my last sort selections!

I had to put an a graphic in the worksheet, because I couldn’t find how in XLS 2007 to add a new “generic” button to the Quick Access Toolbar, then assign my macro to that button!

Is there no one out there using XLSX 2007?

Thanks and Cheers,
Rich

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See for example Getting Quick Access to a Custom Macro in Excel 2007.

Usage of Office 2007 will undoubtedly increase, but many large companies/organizations hesitate to upgrade because
– Many existing applications won’t work correctly in Office 2007 without extensive modifications.
– Microsoft removed or dumbed down useful features from older versions.
– The cost of training people to get used to the radically new interface is high.

My employer, for example, has no plans to migrate to Office 2007 within the foreseeable future. For that reason, I’m not installing it on my home PC either.

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Have you converted your data range to a table?

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Rich,
I had the same problem except I open the workbook in both versions. The macro for 2003 fails in 2007.
I changed the code to determine what version it was in and then run the proper sub. I attached a text file of the code.

Chuck

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