No idea how to title...Sorting in Excel to include group header?

[Related1]

Hi! I'm not sure how to phrase my question which makes hard to search for an answer....Can I sort by a grouping under a heading?

I have a sheet that I want to filter (by person), but I want the subheadings (Project name) to be included with the filtering. I can only explain by pictures

The original spreadsheet:

When I filter for Holly to see her tasks, I see this (it removes the grouping header):

I would like to see this so she knows which project the task belongs to.

My only thought would be to add a column with the list of the project name,and create a custom filter which would filter 1st by the person's name and then by the project name.. Oh, that might work. Nope. It put the project names in alphabetical order. I'd like to keep them in the order I have them in. I feel like there is a really simple solution I'm missing here.

Any other ideas?

THANK YOU!!

 

[alansidman]

Can you post a sample file to a third party site so that it can be manipulated. ie. Box.net, Dropbox.com, etc. I believe that this can be easily accomplished using Power Query but personally, I don't like having to try and re-create an existing file and guess as to the structure.

 

[Related1]

Power Query? I knew I came to the right place. I hope this works! https://wetransfer.com/downloads/88c22f7f89f9799588623700380c177820190724210808/8b4c5c

 

[sandy666]

something like this?

[Table="width:, class:head"]
[tr=bgcolor:#FFFFFF][td=bgcolor:#4472C4]Projects[/td][td=bgcolor:#4472C4]Stephen[/td][td=bgcolor:#4472C4]Holly[/td][td=bgcolor:#4472C4]Sullivan[/td][td][/td][td=bgcolor:#D9E1F2]Names[/td][td=bgcolor:#D9E1F2]Holly[/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#D9E1F2]Project 1[/td][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2][/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td]Task 1[/td][td]X[/td][td]X[/td][td]X[/td][td][/td][td=bgcolor:#D9E1F2]Projects[/td][td=bgcolor:#D9E1F2]Tasks[/td][td=bgcolor:#D9E1F2]Value[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#D9E1F2]Task 2[/td][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2]X[/td][td=bgcolor:#D9E1F2][/td][td][/td][td]Project 1[/td][td]Task 1[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td]Task 3[/td][td][/td][td]X[/td][td][/td][td][/td][td][/td][td]Task 2[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#D9E1F2]Task 4[/td][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2]X[/td][td=bgcolor:#D9E1F2][/td][td][/td][td][/td][td]Task 3[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td]Task 5[/td][td][/td][td]X[/td][td][/td][td][/td][td][/td][td]Task 4[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2] [/td][td=bgcolor:#D9E1F2][/td][td][/td][td][/td][td]Task 5[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td]Project 2[/td][td][/td][td][/td][td][/td][td][/td][td]Project 2[/td][td]Task 6[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#D9E1F2]Task 6[/td][td=bgcolor:#D9E1F2]X[/td][td=bgcolor:#D9E1F2]X[/td][td=bgcolor:#D9E1F2][/td][td][/td][td][/td][td]Task 8[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td]Task 7[/td][td]X[/td][td][/td][td][/td][td][/td][td][/td][td]Task 9[/td][td]X[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#D9E1F2]Task 8[/td][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2]X[/td][td=bgcolor:#D9E1F2][/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td]Task 9[/td][td]X[/td][td]X[/td][td]X[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#D9E1F2]Task 10[/td][td=bgcolor:#D9E1F2]X[/td][td=bgcolor:#D9E1F2][/td][td=bgcolor:#D9E1F2][/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][/tr]
[/table]

Power Query then Pivot Table from Query table.
You can set Pivot Table according to your needs of course

[SIZE=1]// Table1
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    IF = Table.AddColumn(Source, "Custom", each if Text.Contains([Projects], "Project") then [Projects] else null),
    ErrorOut = Table.RemoveRowsWithErrors(IF, {"Custom"}),
    FillD = Table.FillDown(ErrorOut,{"Custom"}),
    UOC = Table.UnpivotOtherColumns(FillD, {"Projects", "Custom"}, "Attribute", "Value"),
    Rename = Table.RenameColumns(UOC,{{"Projects", "Tasks"}, {"Custom", "Projects"}, {"Attribute", "Names"}})
in
    Rename[/SIZE]

 

[Related1]

something like this?

[TABLE="class: head"]
<tbody>[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #4472C4"][COLOR=[URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] ]Projects[/COLOR][/TD]
[TD="bgcolor: #4472C4"][COLOR=[URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] ]Stephen[/COLOR][/TD]
[TD="bgcolor: #4472C4"][COLOR=[URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] ]Holly[/COLOR][/TD]
[TD="bgcolor: #4472C4"][COLOR=[URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] ]Sullivan[/COLOR][/TD]
[TD][/TD]
[TD="bgcolor: #D9E1F2"]Names[/TD]
[TD="bgcolor: #D9E1F2"]Holly[/TD]
[TD][/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #D9E1F2"]Project 1[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD]Task 1[/TD]
[TD]X[/TD]
[TD]X[/TD]
[TD]X[/TD]
[TD][/TD]
[TD="bgcolor: #D9E1F2"]Projects[/TD]
[TD="bgcolor: #D9E1F2"]Tasks[/TD]
[TD="bgcolor: #D9E1F2"]Value[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #D9E1F2"]Task 2[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"]X[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD][/TD]
[TD]Project 1[/TD]
[TD]Task 1[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD]Task 3[/TD]
[TD][/TD]
[TD]X[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Task 2[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #D9E1F2"]Task 4[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"]X[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD][/TD]
[TD][/TD]
[TD]Task 3[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD]Task 5[/TD]
[TD][/TD]
[TD]X[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Task 4[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD][/TD]
[TD][/TD]
[TD]Task 5[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD]Project 2[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Project 2[/TD]
[TD]Task 6[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #D9E1F2"]Task 6[/TD]
[TD="bgcolor: #D9E1F2"]X[/TD]
[TD="bgcolor: #D9E1F2"]X[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD][/TD]
[TD][/TD]
[TD]Task 8[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD]Task 7[/TD]
[TD]X[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Task 9[/TD]
[TD]X[/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #D9E1F2"]Task 8[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"]X[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD]Task 9[/TD]
[TD]X[/TD]
[TD]X[/TD]
[TD]X[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD="bgcolor: #D9E1F2"]Task 10[/TD]
[TD="bgcolor: #D9E1F2"]X[/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD="bgcolor: #D9E1F2"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFFFFF]#FFFFFF[/URL] "]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

YES! Thank you so much!!!!

 

[sandy666]

You are welcome

Have a nice day