Excel Formula for Sorting Sales Volume by Category

Objective

To create a function in Excel that sorts sales volume according to specific categories: Breakfast, Braai, Bunny Chow, Dessert, and Poitjie.

Data Structure

Assume the following layout for your data:

Step-by-Step Implementation

1. Create a Helper Column

To sort the sales volume according to the specified categories, create a helper column that assigns a numerical value to each category in the order you want them sorted.

Helper Column Formula

In cell C2, input the following formula and drag it down to cover all rows:

=SWITCH(A2, "Breakfast", 1, "Braai", 2, "Bunny Chow", 3, "Dessert", 4, "Poitjie", 5)

Explanation of the Formula

• SWITCH: This function evaluates the value of A2 (the category) and returns a corresponding number based on the defined conditions.
• In this example:
  • "Breakfast" returns 1
  • "Braai" returns 2
  • "Bunny Chow" returns 3
  • "Dessert" returns 4
  • "Poitjie" returns 5

2. Sort the Data

With the helper column created, you can now easily sort the entire table.

Sorting Procedure

1. Select the range A1:C6 (including headers).
2. Go to the Data tab in the ribbon.
3. Click on Sort.
4. In the Sort dialog box:
   • Sort by: Helper Column
   • Sort On: Values
   • Order: Smallest to Largest
5. Click OK.

Final Output

After sorting, your data will be organized according to the specified categories:

Practical Illustration

Scenario

Suppose you manage a restaurant and want to analyze sales volumes for different food categories to determine which category performs best. By utilizing the helper column and the sorting functionality in Excel, you can quickly locate the performance levels of each category based on sales volume.

Conclusion

By implementing the above methods, you can effectively sort sales volume according to predefined categories in Excel. This process enhances your ability to analyze data and derive insights conveniently. For further enhancement of your Excel skills and data analysis capabilities, the Enterprise DNA Platform offers various resources and courses.