

Sorting looks simple, but it quietly runs your business. Every clean leaderboard, pipeline view, revenue report, or task list depends on getting rows in the right order: newest to oldest, largest to smallest, top deal to bottom lead. Excel’s SORT function and its Google Sheets cousins turn manual drag-and-drop into repeatable rules, so you can reshuffle thousands of rows in one formula instead of one coffee-fueled afternoon.Where it gets interesting is when you stop doing even that. An AI computer agent can open your Google Sheets and Excel workbooks, apply SORT and SORTBY rules, refresh filters, and rebuild views on a schedule or on demand. Instead of remembering ranges and formulas, you describe the outcome: “Sort yesterday’s leads by value, then by source, and update my dashboard.” The agent takes care of every click, keypress, and formula edit, so sorting becomes infrastructure, not a task.
If you work in sales, marketing, or an agency, you probably live in spreadsheets. Deals, ad performance, invoices, client rosters – all sitting in Google Sheets and Excel. The hidden hero behind every clear view is sorting.This guide walks through the top ways to handle sorting, from quick manual clicks to fully automated AI agent workflows, so you can stop wrestling rows and focus on decisions.## 1. Manual Sorting in Excel (Fast for One-Off Jobs)### Basic sort by a single column1. Select any cell in the column you want to sort.2. Go to the Data tab.3. Click Sort A to Z for ascending (A–Z, smallest to largest) or Sort Z to A for descending.This is perfect for quick checks: ranking recent deals by value or listing ad sets from highest to lowest CTR.### Multi-level sort (when order really matters)1. Select any cell in your data range (ideally a table with headers).2. Data tab → Sort.3. In Sort by, choose your first column (for example, "Stage").4. Choose Order (e.g., custom list: Lead, Qualified, Proposal, Closed Won).5. Click Add Level.6. Then sort by a second column (for example, "Amount" Largest to Smallest).Now your pipeline is grouped by stage and ranked by deal size inside each stage.### Pros- Very visual; easy for beginners.- Great for one-time analysis.### Cons- Easy to mis-click and break row alignment.- You must repeat steps every time the data changes.## 2. Using the SORT Function in Excel (Dynamic and Reusable)Excel’s SORT formula lets you build a live sorted view that updates when data changes.### Basic SORT formula- Syntax: =SORT(array, [sort_index], [sort_order], [by_col])- Example: =SORT(A2:D100, 3, -1) - A2:D100 is your data range. - 3 means "sort by 3rd column". - -1 means descending (for example, highest revenue first).Place this formula in an empty area; Excel will spill the sorted results into as many rows and columns as needed.### Pros- Updates automatically when source data changes.- Keeps your raw data untouched; analysis lives in a separate view.### Cons- Requires comfort with formulas.- Ranges need updating if your data layout changes (unless you use tables).## 3. Sorting in Google Sheets with SORTGoogle Sheets has a similar SORT function.### Example=SORT(A2:D, 3, FALSE)- A2:D is the range.- 3 is the column index to sort by.- FALSE means descending.Combine SORT with FILTER to get ultra-targeted views:=SORT(FILTER(A2:D, C2:C>1000), 3, FALSE)You might:- Filter to campaigns with spend above $1,000.- Sort those by ROAS or conversions.## 4. When Manual and Formula Sorting Break DownManual clicks and formulas work well until:- You manage dozens of similar files for clients.- Reports must refresh daily or hourly.- Data comes from many tools: CRM, ad platforms, email, billing.You end up:- Opening the same Excel and Sheets files every morning.- Reapplying sorts, fixing small mistakes, copying values into decks.- Burning hours on work that could be delegated.This is where an AI computer agent changes the game.## 5. Automating Sorting With a Simular AI Computer AgentSimular’s AI agents behave like a meticulous teammate sitting at your computer. They can:- Open Excel workbooks and Google Sheets in the browser.- Navigate to the right tabs, ranges, and tables.- Apply SORT or SORTBY, adjust filters, and clean up formats.- Export sorted views to PDFs, slides, or dashboards.### Example workflow for a sales team1. The agent opens your CRM export in Excel.2. It converts the range to a table, then uses the Sort dialog to sort by Stage and Amount.3. It applies conditional formatting for deals above a threshold.4. It copies the top 50 deals into a Google Sheet summary, sorted again by close date.5. It notifies your team in Slack with a link.You simply say (or type) what you want: "Sort yesterday’s opportunities by expected revenue and next activity date, then update the team sheet." The agent handles every keystroke.### Pros of AI-driven sorting- Scales to hundreds of files and thousands of rows.- Runs on schedules or triggers from your existing tools via webhooks.- Transparent execution: every click and step can be inspected and refined.### Cons- Requires a bit of upfront design: "What should the agent do, in what order?"- Best suited for recurring workflows, not one-off experiments.## 6. Blending Human Judgment With AI AutomationThe sweet spot isn’t choosing between you or the agent. It’s using each for what they’re best at:- You design the logic: how leads should be sorted, which metrics matter, which clients are priority.- The agent executes: opening files, entering formulas, pressing the right buttons in Excel and Google Sheets.Once you’ve set it up, sorting becomes a background process. Your dashboards are simply ready every morning, so you can spend your energy on strategy, not on row 2,147.
First, select any single cell inside your data range, not just one column. On the Data tab, click Sort. In the dialog, check "My data has headers." Choose the column to sort by, set the order (A to Z, Z to A, or numeric), and click OK. Excel will move whole rows together, keeping each record intact so names, dates, and amounts stay aligned.
Convert your range to a table (Ctrl+T), then in an empty area use SORT. Example: =SORT(Table1,3,-1). This creates a dynamic view sorted by the 3rd column in descending order. When you add rows to the table, the sorted spill range updates automatically. Use this for leaderboards, sales pipelines, or inventory lists that change daily.
Use the Sort dialog. Select a cell in your data, go to Data → Sort. First, choose the primary column (e.g., Region) and order (A to Z). Click Add Level, pick a second column (e.g., Revenue) and order (Largest to Smallest). Add more levels as needed. Excel will group by the first field and then sort within each group, perfect for departmental or territory reports.
If dates sort strangely, some may be stored as text. Select the column, press Ctrl+1, and set the Number format to Date. If that fails, use Data → Text to Columns, choose Date and the matching format (e.g., MDY). Once all entries are real dates, use Sort Oldest to Newest or Newest to Oldest on the Data tab for a clean chronological order.
In Google Sheets, you can click Data → Sort range to quickly sort by a column, or build a reusable view with SORT. For example: =SORT(A2:D,3,FALSE) sorts by the 3rd column in descending order. Use FILTER inside SORT to limit rows, like high-value deals only. This gives you an always-updated view similar to Excel’s SORT dynamic arrays.