Some people struggle to get their heads around sorting when more than one field is involved. Below is the best way to think about sorting in these circumstances.
- First, group everything by this field
- Within the records with the same value above, group by this field
- Within the records with the same value above, group by this field
- Etc.
So if you want to have records within each geography appear together, within which you want to group by business unit and then sort by surname, that is the order in which the fields should appear in the sort order box when you select Custom Sort.
- Geography (A–Z)
- Business unit (A–Z)
- Surname (A–Z).

Trouble with formulae? Lookups not going so well? The Wizard of Excel can help. Dan Harrison offers practical tips and examples, as well as Excel training and consulting.