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Learning how to organize data in Google Sheets is an essential step toward effective data management.
Google Sheets has a handful of sorting and filtering functions to help you obtain data with ease.
This chapter is a walkthrough of how to organize your Google Sheets data using custom filters, built-in sorting tools, and the SORT function.
Let’s begin.
Data organization in Google Sheets ensures data quality and improves productivity. It’s the next step towards building a business dashboard after learning to import data into Google Sheets.
Organizing data makes your dashboard more scannable and visually presentable—simplifying data analysis for all stakeholders.
A systematic approach to data organization helps highlight trends, identify correlations, spot errors, and make data-driven decisions. All these are essential to learning how to create a KPI dashboard in Google Sheets with actionable insights.
Learning how to sort and filter data is also important for using other Google Sheets features, like translating a data range into a visual chart.
Google Sheets lets you sort data alphabetically or numerically with just a few clicks.
You can also use filters to organize data based on colors, values, and conditions. Custom conditions can be set to filter out specific cells, like:
If you need to learn how to create a dynamic dashboard in Google Sheets, you should understand how “filter views” work.
Google Sheets allow multiple filter views, which saves data organization configurations for later access. Filter views can be named, duplicated, and shared with other team members.
Creating multiple filter views is a crucial step in how to create a Google Sheets dashboard, especially if you need a multi-purpose dashboard for all your business analytics.
Here are 10 data organization methods for Google Sheets.
Tip: Consider choosing from any of these free Google Sheets dashboard templates and experiment with these data organization methods.
Use the quick data sorting features to organize a data range or the entire sheet alphabetically.
To sort an entire sheet, go to your spreadsheet and select any cell under the column you want to sort by (you can also click the column header). This can be the column for names, cities, product names, or any other alphabetic data set.
Open the ‘Data’ menu, highlight ‘Sort sheet,’ and choose whether to sort the sheet in a successive or reverse alphabetical order.
Alphabetically sorting the entire sheet also rearranges the rest of the columns in your spreadsheet. This maintains the proper row alignment of your data.
To organize a data range, highlight the cells you want to sort or click the column header.
Open ‘Data’ from the main menu and click ‘Sort range.’ From there, you have the option to sort alphabetically from A-Z or from Z-A.
Take note that you can only sort cells under the same column. Multiple columns can be selected and rearranged at once.
To sort numerical data columns in ascending order, select the cells or column header you want to organize.
Go to the ‘Data’ menu and choose either ‘Sort sheet’ or ‘Sort range.’
Select ‘Sort Sheet (A to Z)’ to sort the numbers in ascending order.
To sort the data in descending order, select ‘Sort sheet (Z to A).’
If you want to learn how to create a sales dashboard in Google Sheets, sorting by numerical data is an easy way to identify your top-performing products. Or, sort the data in descending order to track products with low sales.
Use advanced range sorting options to organize Google Sheets data by multiple columns.
First, select the cell range or columns you want to sort. From the main menu, head to ‘Data,’ go to ‘Sort range,’ and select ‘Advanced range sorting options.’
If your sheet has a header row for labeling purposes, tick the ‘Data has header row’ checkbox. This prompts Google Sheets to exclude the top row in filtering and sorting operations.
Select the correct column in the “Sort by” drop-down menu and choose whether to arrange the data in ascending or descending order.
To sort data based on another column, click ‘Add another sort column.’ Specify the additional columns you want to use from the drop-down menu and select the sorting order.
Sorting Google Sheets data by date uses the same steps as other data sorting operations. Just use the ‘Sort range’ or ‘Sort sheet’ tools from the ‘Data’ menu.
Just ensure your spreadsheet has a column for dates that follow a consistent format.
To organize Google Sheets data with filters, select the cell range you want to process, open the ‘Data’ menu, and click ‘Create a filter.’ Alternatively, click the filter button (funnel icon) from the main toolbar.
A filter icon should appear to the right of the selected column header. Click on it to reveal the different filter options and organize your data.
Filters let you organize your Google Sheets data using a variety of conditions.
Under “Filter by condition,” use the drop-down menu to specify the cell properties you want to sieve out. Your options include but are not limited to the following:
Under “Filter by values,” you can specifically filter out data rows that contain a specific alphanumeric value.
Suppose you have a column that tracks the types of tests based on the times they ran (morning run, afternoon run, evening run, etc.).
Expand the “Filter by values” sub-menu and select the data values you want to highlight.
Google Sheets will automatically refresh your sheet to include only the data rows that contain the specified values.
Select any cell and type in the SORT function formula “=SORT(range, sort_column, is ascending)” to quickly organize your Google Sheets data.
Here’s a quick rundown of the SORT function’s parameters:
For clarity, let’s sort the “City” column below based on data from the “Duration” column.
In this case, the “range” parameter pertains to the “City” column, whereas the “sort_column” parameter is the “Duration” column.
Plug in the cells’ ranges into the formula like this:
An organized copy of the “City” column data should appear on the cell where the formula is entered. Since the “Duration” range is used as the “sort_column” parameter, it will be used as the basis of the output column’s order.
You also have the option to arrange the data in ascending or descending order. Just remember to enter “True” as your “is_ascending” parameter to organize the data ascendingly or “False” to organize it descendingly.
Use filters to organize your Google Sheets data based on the cell’s fill color or font color.
This requires you to use different colors in the specified range. If you select a range that uses the same colors all throughout, the options to sort the data by color will be greyed out.
Create a filter for the selected range and click on the filter icon in the column header. Select ‘Sort by color’ and specify if you want to sort the data based on the cell’s fill color or text color.
Select the color of the cells that you want to put on the top rows. When done, Google Sheets should automatically update your sheet’s arrangement.
To keep blank rows when sorting Google Sheets data, create a filter and select ‘(Blanks)’ under “Filter by values.” This will tell Google Sheets to include rows with empty cells when sorting your data.
To put rows with blank cells at the top of the column, create a filter that only shows the blank cells and fill them with a different color.
Go back to the filter menu and click ‘Select all’ under “Filter by values.” Click ‘OK’ to reveal the rest of the column.
Next, open the filter menu again, click ‘Sort by color,’ and choose the color you assigned to the blank cells. This automatically refreshes the column with the blank data sorted into the top rows.
Google Sheets formulas fail for a number of reasons when sorting or filtering data—each reason requiring a specific solution.
Hundreds of things can go wrong when managing Google Sheets data with formulas.
For most sorting-related issues, a simple-yet-effective preventive measure is to enter formulas outside the data range. This would eliminate “#REF!” errors that stem from conflicting values in referenced cells.
When using the SORT function, ensure that the range and sort_column parameters have the exact same size. Otherwise, this would lead to an “#N/A” error with a mismatched range size message.
Google Sheets’ built-in data organization features are handy and usually reliable, but they’re not perfect.
Here are the pros and cons of organizing your data in Google Sheets:
Use Polymer to kick your data organization up a notch and build visual, data-rich dashboards effortlessly and quickly.
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