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Data Cleaning with Excel

Through this guide you will learn tricks and tips to better clean and organize tabular data using Microsoft Excel.

Custom Lists in Excel

Custom lists are used to make sort orders appear in Excel in a specified way. For instance, if you had a column where the data values were the spelled-out months of the year and sorted it, the order would be alphabetical (April, August, etc.) rather than the order in which the months occur in the year. Here we'll demonstrate how to apply a custom list while also doing more data wrangling on the Months column from the Splitting Multi-Valued Cells exercise. If you completed that exercise with the NEISS small subset dataset, you should have a column called Month with the months represented by their numbers.

Steps to Apply a Custom Sort to the Month column

  • Insert a new column next to Month called 'Month Spelled Out'
  • In the first cell (row 2) enter the formula =TEXT(E2*29,"mmmm") This converts the number representing the month to the spelled out month name
  • Double click in the lower right corner to copy this formula down the spreadsheet

Screen Clipping showing how to find the Edit Custom Lists button within the Advanced Excel options, which is accessible by going to File from the ribbon, then Options, then Advanced. Edit Custom Lists is circled for emphasis.

  • Next, in the Ribbon go to File, then Options, then Advanced, then General, then click the 'Edit Custom Lists' button. This is simply to demonstrate how to find Excel's built-in collection of custom lists. A list already exists for the months of the year spelled out. Notice that there is an option to create a new list, which will be saved in the system for future use. Click OK.

Screen Clipping showing the Edit Custom Lists dialog box accessible from the path File, Options, Advanced, General in Excel. Each custom list is displayed on the left with an edit screen on the right.

  • Back in the worksheet, go to the Data Tab on the Ribbon, then Sort. In the dialog box that pops up, check that your data has headers, for Sort By choose the Months Spelled Out column, and in the order option choose Custom List. Choose the months option.

Screen Clipping showing where to find the Custom List option in the Excel Sort menu. Custom List is circled for emphasis.

  • The result will be that your spreadsheet's data will now sort in the order in which the months occur in the year.