How do I group rows in an excel table?

Copper Contributor

I'm creating an excel table to keep a tab of patients' payments made on their visits. The problem I am having is that some patients have multiple visits so they have multiple rows in the table, but I don't have their name listed repeatedly. So for example, their name is listed in A1, and their visits are listed in D1 and D2, but their name is not listed again in A2. When I try and sort or filter the table, only the visit listed in D1 gets sorted with the patient name. How do I get these grouped together to where if I sort alphabetically, the multiple visits (rows) get sorted too? I have included a picture of the problem. Thank you!

 

1 Reply
H Marisa

Unless you enter the names in column A against the visits in column D there will be no way of knowing who the visits are for. So you do need to copy the name down in column A against each appointment before sorting.