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Sorting by Headings

Summary: Headings are a great way to organize your document. If, after getting your headings in place, you want to sort by those headings, you can do so by following the steps in this tip. (This tip works with Microsoft Word 97, Word 2000, Word 2002, Word 2003, and Word 2007.)

A useful trick you can use when developing some types of documents is the ability to sort the various parts of the document based on the headings you use. For instance, you can sort the document based on first-level headings (paragraphs that use the Heading 1 style) by following these steps:

  1. Switch to Outline view by clicking on the Outline view button that appears just to the left of the horizontal scroll bar. (In Word 2007, the Outline view button is near the right side of the status bar.)
  2. Using the controls on the Outlining toolbar (or in the Outlining tab of the ruler in Word 2007), collapse the headings so that only the first-level headings are shown. (This step is not strictly necessary, but does make the screen a bit more readable.)
  3. Place the cursor at the beginning of the first heading and press Ctrl+Shift+End to select everything through the end of the document.
  4. Choose Sort from the Table menu. Word displays the Sort dialog box. (Click here to see a related figure.) (To display the Sort dialog box in Word 2007, make sure the Home tab of the ribbon is displayed, and then click the Sort tool in the Paragraph group.)
  5. Click on OK to accept the default settings in the dialog box.

Had you skipped the first two steps and performed the sort in any view besides Outline view, every paragraph would have been sorted alphabetically and therefore rearranged so that subordinate paragraphs would be separated from their headings. In other words, you would have a mess. However, in Outline view, the highest level headings are sorted, bringing along the subordinate heading levels and body text.

If you wanted to sort by Heading 2 paragraphs, you should also use Outline view, but you would have to first select all the heading two paragraphs subordinate to a particular Heading 1 paragraph and then sort. You will get the same results regardless of how many heading levels that you show on the Outline toolbar.

Tip #41 applies to Microsoft Word versions: 97 | 2000 | 2002 | 2003 | 2007

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