Sorting Birthdays by Month in Excel

Using SORTBY Function

To sort birthdays by month and day in Excel 365, apply the SORTBY function alongside the TEXT function. Create a helper column to convert each birthday's month and day to text format, then sort using this column. This method maintains the original data integrity and does not require consideration of the year. Note that SORTBY is not available in older Excel versions.

Grouping Birthdays in Older Excel Versions

In versions of Excel without the SORTBY function, you can still sort birthdays by month. Add a helper column and use the MONTH function to extract the month from each date. Then, use Excel's built-in sort options to re-arrange the table by this helper column, keeping rows intact. Alternatively, employ a custom list to sort data by month.

Sorting Using Excel's Default Features

Excel's default sort feature sorts data by date, considering the year. To sort by month regardless of the year, use a helper column with the MONTH function. After adding this column, sort your data using the Data-Sort menu option. This maintains row integrity and ensures accurate sorting by month.

Sorting Data with Text Strings

If your data includes dates within text strings, Excel's sort feature cannot directly sort by date. In such cases, a helper column to parse out the date information will be necessary for sorting by month.

Common Use Cases

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  Planning monthly birthday celebrations for office staff
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  Creating a birthday-based marketing campaign schedule
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  Organizing a schools student birthdays for class recognition
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  Generating a birthday list for a family reunion event by month
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  Scheduling monthly birthday promotions for a retail business

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