Excel - Create a custom list to sort data - Fiscal Months / Products

Excel makes it easy to sort using built-in custom lists, you can sort data—either by days of the week or months of the year. I'll demonstrate how to create your own custom lists to sort by any other characteristic that doesn’t sort well alphabetically—such as high, medium, and low—or S, M, L, XL, or fiscal months of July to June or October to September. You can create a custom sort list for products or regions.

Chapters:
0:00 Intro
0:15 Built-in sort list
1:27 Create your own custom sort list
3:05 Custom sort list by advertisers

Create a custom sort list PC/Windows
In a column of a worksheet, type the values to sort by. Arrange them in the order that you want to define the sort order—from top to bottom.
Select all of the cells in that list, and then click File - Options - Advanced.
Scroll way down to the General section and click Edit Custom Lists...
In the Custom Lists box, click Import.

Create a custom sort list - MAC
On the Excel menu, click Preferences, and then under Formulas and Lists, click Custom Lists .
Click Add.
Type the values for your list in the order that you want them sorted, with a comma between each value.
When you are finished, click Add, and then close the Custom Lists box.

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[jaytodd]

Dude thank you. I’ve scoured the internet and could only find out how to do this 10 years ago.

[HolyMcDeee]

Thank you very much. You're the best. This is exactly what I was looking for.

[joannewaddell]

Thank you Chris, exactly what needed!

[lacry]

Many thanks Chris. Could you explain how a Mac user can add to custom lists?

[mariadesousa]

how do you use this in a pivot? If I want to show the fiscal months in order in a pivot using this customized list?

[JGGG]

Thank you for this and all your incredible videos Chris, they're easy to follow and your examples extremely helpful. I have an issue where the custom sort list I created works perfect in Excel just the way you explained it, but when I drop the file in SharePoint, it no longer applies it and it even reorganizes (incorrectly) the slicer I had for the periods I had in the custom list. Any suggestions?

[lacry]

Formulas and Lists no longer appear on the current version of macOS. Could you please advise where I can make changes to the Custom Lists?