How to Sort by Month in Excel (4 Methods)

Excel, as everyone’s favorite spreadsheet program, mercifully has several tools for sorting data, including the sort feature and functions like SORT and SORTBY. Nevertheless, neither of these methods will assist you in sorting dates by month in Excel. We also apply the MONTH, TEXT functions, Sort & Filter command, and Custom Sort command also to sort data in our today’s task. Today, in this article, we’ll get to learn how we can sort by month in Excel effectively with appropriate illustrations.


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4 Suitable Ways to Sort by Month in Excel

Let’s say, we have a dataset that contains information about 9 different persons. From our dataset, some Person’s Names and their Date of Birth are given in columns B and C respectively. We will sort these data by applying the MONTH, SORTBY, TEXT functions, Sort & Filter command, and Custom Sort command also. Here’s an overview of the dataset for our today’s task.

Sort by Month in Excel


1. Perform Custom Sort Option to Sort by Month in Excel

In this method, we will learn about the Custom Sort command to sort by month as text. We have a dataset where some person’s Birth Month and their name are given in columns C and B respectively. To apply the Custom Sort command to sort by month as text, please follow the steps below.

Step 1:

  • From our dataset, select cells C4 to C13, and then from your Home Tab, go to,

Home → Editing → Sort & Filter → Custom Sort

Perform Custom Sort Options to Sort by Month in Excel

  • Hence, a Sort Warning dialog box pops up. From the Sort Warning, go to,

Expand the Selection → Sort

Perform Custom Sort Options to Sort by Month in Excel

  • After that, a Sort window will appear in front of you. From that window, select Column, Sort by Birth Month, Sort on Cell Values, and Order is Custom List.

Perform Custom Sort Options to Sort by Month in Excel

Step 2:

  • Now, a Custom Lists window pops up. Then select January, February, March, April from the Custom lists box, and press OK.

Perform Custom Sort Options to Sort by Month in Excel

  • After pressing on the OK box, you go back to the Sort window, From that window again press on the OK box.

  • Finally, you will be able to get your desired output of the Custom Sort command.

Read More: How to Create Custom Sort in Excel (Both Creating and Using)


2. Apply the MONTH Function to Sort by Month in Excel

From our dataset, We will sort data by Month. We can do that by using the Month function. Please follow the instructions below.

Step 1:

=MONTH(C5)

Apply the MONTH Function to Sort by Month in Excel

  • Hence, press Enter on your keyboard and you will be able to get 5 as the return of the MONTH function.

Apply the MONTH Function to Sort by Month in Excel

  • Now, place your cursor on the Bottom-Right side of cell D5 and an autoFill sign pops us. Now, drag the autoFill sign downward.

Apply the MONTH Function to Sort by Month in Excel

Apply the MONTH Function to Sort by Month in Excel

Step 2:

  • Now again select cells D4 to D13 and from your Data Tab, go to,

Data → Sort & Filter → Sort

  • After clicking on the Sort menu, a Sort window will appear in front of you. From the Sort window, select column, Sort by Month, Sort on Cell Values, and order Smallest to Largest. At last, press OK.

  • By clicking on the OK box, finally, you will be able to sort data by Month that has been given below in the screenshot.

Apply the MONTH Function to Sort by Month in Excel

Read More: How to Use Advanced Sorting Options in Excel


Similar Readings:


3. Perform the SORTBY Function to Sort by Month in Excel

In this method, we will learn how to sort by Month by using the SORTBY function. Using the SORTBY function to sort data by month is the easiest way. Let’s follow the steps below to learn!

Steps:

  • To apply the SORTBY function in our dataset, first select cell F5.

Perform the SORTBY Function to Sort by Month in Excel

  • After selecting cell F6, type the SORTBY function in the Formula Bar. the SORTBY function is,
=SORTBY(B5:D13, MONTH(C5:C13))

Perform the SORTBY Function to Sort by Month in Excel

  • After that, simply press Enter on your keyboard and you will get the return of the SORTBY function.

Read More: How to Use Sort Function in Excel VBA (8 Suitable Examples)


4. Insert the TEXT Function to Sort by Month in Excel

We can apply the TEXT function to sort by month instead of the MONTH function. Let’s follow the steps below to learn!

Step 1:

  • We select a convenient cell for our work. Let’s say, we select cell D5 first.

Insert TEXT Function to Sort by Month in Excel

=TEXT(C5, "MM")
  • Where MM denotes a month command.

Insert TEXT Function to Sort by Month in Excel

  • After that, press Enter on your keyboard, and you will get 05 as the return of the TEXT function.

Step 2:

  • Now, from your Home Tab, go to,

Home → Editing → Sort & Filter → Sort A to Z

Insert TEXT Function to Sort by Month in Excel

  • By clicking on the Sort A to Z option, a window named Sort Warning pops up. From the Sort Warning dialog box select Expand the selection menu and finally click on the Sort option.

Insert TEXT Function to Sort by Month in Excel

  • While clicking on the Sort option, you will be able to sort our dataset by month.

Insert TEXT Function to Sort by Month in Excel

Related Content: How to Use Excel Shortcut to Sort Data (7 Easy Ways)


Things to Remember

👉 While using the TEXT function, the error  #NAME? occurs because of the wrong format_text.


Conclusion

I hope all of the suitable methods mentioned above to sort by month will now provoke you to apply them in your Excel spreadsheets with more productivity. You are most welcome to feel free to comment if you have any questions or queries.


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Md. Abdur Rahim Rasel

Md. Abdur Rahim Rasel

Hi! I'm Md. Abdur Rahim Rasel. Welcome to my Profile. Currently, I am working and doing research on Microsoft Excel and here I will be posting articles related to this. I have completed my graduation in Naval Architecture and Marine Engineering(NAME) from Bangladesh University of Engineering and Technology(BUET). I have a passion for learning new things with my knowledge through perseverance and hard work.

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