Oh everybody welcome back this is excel
video 283 I'm Nate Moore I'm helping a
group put their accounts receivable data
in a pivot table what they have now is a
printed report that goes on for hundreds
of pages and an online or a software
based tool that they're not quite sure
does everything they want it to do and
it kind of does patient or insurance
receivables maybe not so much patient
what we're doing is putting all that
data into one pivot table and make it a
lot easier to understand and manage if
you need that help with your accounts
receivable I'd love to help you
we're going to keep talking about
sorting today and to do that I'm going
to move referring physician out of the
way and put doctor in our list and just
to make our lives a little bit cleaner
will move diagnosis so we just are
dealing with these physicians and as we
did last time we can sort A to Z and Z
to a that's easy but let's assume doctor
sleeping Queens the reason it's so low
is because she was our family physician
she's about done
he's just collecting a little bit more
but because she's the founding physician
every report we've ever run for our
practice put her on top let me show you
how to manually sort the data so she can
go to the top of the list when we sort
what you can do is right click any of
these labels in the row label area and
what we're going to do is from the sort
menu we're going to choose more sort
options from there we're going to do
manual sort instead of ascending or
descending we're going to do manual sort
and excels halfway helpful there you can
drag items to rearrange and that's
exactly what we're going to do so when
we click OK what we're going to do watch
my cursors now this plus watch for it to
change to the four-way arrow when it
does now I'm dragging sleeping Queen's
there and now sleeping Queen's goes to
the top and I can manually sort the list
instead of relying on A to Z or Z to a
if you've got locations you want to put
the first location then the second
location and kind of a chronicle
chronological order of how they were
open or you got physicians like that
when the founding physician is always on
top and we do it by seniority or you've
got something geographically where it's
always in the same
all you need to do is right-click sort
more sort options and turn on manual
sort once it's on then you're good to go
and you can move by simply waiting for
the cursor to change and drag things
wherever you want to go that's what I
wanted to show you about manual sort
today we're through A to Z sort and Z to
a and manual sorting we've talked about
pivoting now we've talked about sorting
next time we're going to start a
discussion of filtering look forward to
seeing you then