Recognizing a Header Row when Sorting
Please Note: This article is written for users of the following Microsoft Excel versions: 2007, 2010, and 2013. If you are using an earlier version (Excel 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Excel, click here: Recognizing a Header Row when Sorting.
There are two ways you can sort information in Excel: using the Sort Ascending and Sort Descending tools on the toolbar or by using the Sort dialog box. Using the toolbar tools allows you to do the sort more quickly, but Excel makes a few assumptions in the process.
First, Excel assumes that you want to sort only by the column of whatever cell you have selected. If you want to perform secondary and tertiary sorts on more than one column (or row), you need to use the Sort dialog box.
The second assumption affects exactly what Excel sorts. If you have a single cell selected, Excel extends the selection to select a range (much like pressing Ctrl+Shift+8) bounded by one or more blank columns and rows. It then examines the first row in the selected range to determine if it contains header information or not.
This is where sorting with the toolbar tools can become tricky—your header (assuming you have one) must meet some rather strict guidelines in order for Excel to recognize it as a header. For instance, if there are any blank cells in the header row, Excel may think it isn't a header. Likewise, if the header row is formatted the same as the other rows in the data range, then it may not recognize it. As well, if your data table consists entirely of text and your header row contains nothing but text, Excel will—virtually all the time—fail to recognize the header row. (The row looks just like another data row to Excel.)
Only after selecting the range and determining if there is a header row will Excel do the actual sorting. How pleased you are with the results depends on whether Excel got both the range selection and the header row determination right. For instance, if Excel doesn't think you have a header row, and you do, then your header is sorted into the body of the data; this is generally a bad thing.
To make sure that your data range is recognized correctly, use the Ctrl+Shift+8 shortcut to see what Excel selects; this is what will be sorted. If it doesn't match your expectations, then you need to either modify the character of the data in your table, or you need to select the data range before using the Sort dialog box.
To make sure that your heading is recognized correctly, use the Ctrl+Shift+8 shortcut to select the data range, then look at the first row. If your header has blank cells among those selected in the first row, or the first row is formatted just like the second row, or you have more than one header row selected, then Excel assumes you have no header row at all. To correct this, make changes in your header row to make sure it is recognized properly by Excel.
Finally, all bets could be off if your data table uses multi-row headers. Excel has a hard time recognizing them. You compound the problem when you expect it to include blank rows in that header; it just can't do it automatically. You can, however, simply select all the rows you want to sort before doing the sort. In other words, be specific in what you want Excel to sort; don't let Excel make the assumptions for you.
ExcelTips is your source for cost-effective Microsoft Excel training. This tip (9423) applies to Microsoft Excel 2007, 2010, and 2013. You can find a version of this tip for the older menu interface of Excel here: Recognizing a Header Row when Sorting.
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Comments for this tip:
Lisa Lynch again 11 Aug 2016, 10:46
I was devastated to find that the fix I posted yesterday didn't stay fixed. I did find a problem, though: When I sort only a part of the spreadsheet in the Sort dialog without using headers, the fix doesn't work again. Obviously, when I bypass the headers in sorting, I must go back to the Sort dialog and check "My data has headers" again.
Lisa Lynch 10 Aug 2016, 15:17
You've solved a problem that has frustrated me every day for months. I create several new spreadsheets every day and format them all the same with a macro. I added one step to my macro: after all the columns are formatted in their several ways, go back and format the first row as text. Problem solved forever.
Thank you so much for this information. I've subscribed to your newsletter and look forward to learning something new every week.
Judy 18 Jul 2016, 14:40
I would like to change the default for sort so it does NOT have the headers box checked. Is there a way to do this?
JEFF 17 Jul 2016, 14:36
My data has headers always gets selected, but my area that is to be sorted does not have header row, or I do not recognize them. Sometimes when I sort the first row is not included in the sort area and lands on top, therefore the complete area is not sorted. Is there a way to turn this option off so I won't have to keep deselecting this box and re-sort.
Marc Kupper 11 Jul 2015, 17:16
Here's a fix that may work for some people. I use Excel 2010 but suspect this will work with other versions.
1) Press Alt-D-S or select the Data tab and then the Sort icon on the menu/ribbon bar to bring up the Sort dialog box. You see that the header is not recognized.
2) Take a look at what column Excel wants to sort by. Let's say it wants to sort by column G.
3) Cancel out of the sort dialog.
4) Click on any cell in column G.
5) Do Alt-D-S again. For me, this time Excel recognized the header.
Once I did the sort Excel continues to recognize the header. I did an immediate undo of the sort and Excel continued to recognize the header. Apparently Excel gets into a mode where it won't recognize the header. Your header row and data are fine but for whatever reason Excel is refusing to recognize the header even if you select "My data has headers."
The fix that worked for me was noticing that even though I was on a cell in some random column that Excel wanted to sort by a column that was not the one that was currently selected. I canceled the sort, selected a cell in the column that Excel wanted to sort by, and Excel's header detection logic fixed itself.
Avery 21 Jan 2015, 11:49
I have Excel 2010.
When I press ctrl-shift-8, nothing happens.
Is there a setting I need to change?
The top row is formatted as text. The others are formatted as numbers or dates.
Barton Lewis 09 Oct 2014, 15:55
Nothing I do keeps the header row as a header row. I admit I don't understand the directive to use Ctrl Shift 8, since that just selects the entire document. Is that what was intended?
I've made sure the header is bold-faced, that there are no empty cells, etc. The help feature in Outlook 2013 tells me to find Table Tools, Design, Table Style Options to get to Header Row. I can't find Table Tools on any tab.
Bryan 02 Jul 2014, 08:54
@mdeva: ... what? Recording macros works, but the recording is pretty literal. Don't blame Microsoft for your own lack of understanding.
@Misange: I'm not sure I'd call it "missing obvious tools". Tables by definition have headers, so sorting without headers doesn't make sense. Similarly, sorting left-to-right presumes a data structure where the "headers" are in the right column, which just isn't how tables are designed. Sure, there might be times where you want to rearrange the columns, but (a) you are not stopped from doing so (just from using the sort tools to do so) and (b) the reasoning would be aesthetic, not data-driven. Try doing any of those manipulations in a database application!
Misange 01 Jul 2014, 09:55
I came to the same conclusion. Silly...
Tables are powerful and very useful but obvious tools are missing.
mdeva 01 Jul 2014, 07:26
Excel is deteriorating with every release. E.g. try recording a macro - then running it. Doesn't work anymore. M-soft no longer tests their releases. Just throws it out there - then reacts to complaints.
Bryan 30 Jun 2014, 10:11
@Misange: You can't sort a structured table in that way. The easiest thing would probably be to unstructure the table (Right click > Table > Convert to Range), do the sorting, then make it a table again (Ctrl+T)
Misange 30 Jun 2014, 01:55
I could not find how to sort an excel table (2003 lists) alphabetically by the header of the table. The option "sort from left to right" is not available in tables and you cannot uncheck the option "my data have headers".
Any idea ?