Hi Chris,
Sure, I'll ask around. I think it's possible on both items. The sort filter should be pretty simple; have you tried Googling it or going to an Excel education site?; there are several of them out there on the web. You could use a macro to do the active sort filter; it's been years for me, but I taught Excel for 20 yrs. but not so much any more as I'm not forced to teach it to make a living, so I've moved on to other projects like the W10-Linux dual-boot thing. Take a look at the advanced section in the
Home and Learn Excel tutorial on macros and scripting. That should give you some examples for the Sort Filter. See here:
Free Excel 2007 to 2016 Course - Contents Page
There are also sites that provide you with free macro templates to do things like auto-sorting filters, and data entry. You could do pivot tables for the data entry duplicate checking--I was never that great at those; they are quite advanced. Personally, I would scrap the whole Excel thing, and switch to
Microsoft ACCESS instead.
Excel is what we call a flat-file database, and even simple things like your duplicate-name checking and automatic sorts are quite difficult to figure out.
Access on the other hand is a 4D database now, and is based on much better database technology such as the old DBASE database and Oracle (top of the line!) databases. Home and Learn used to have free Access tutorials on their free website but seem to have removed them. They are a bookseller, and therefore they put up what's most popular at the time. You could go to their site and order their Access books which I think they still sell and order one of those. You could also go look on Amazon for the
"Dummies" series, and I think they have one on setting up a database with Access and using it. Something to think about. Access is used by TONS of corporations (heavily used in the Fortune500) for managing things like Inventories and Asset Management. I helped build an Access database for Taco Bell to keep track of all their computers back in the 90s, and that included their POS computers in 2,600 restaurants. It's the right tool for the job on big jobs, as well as little jobs.
[
EDIT: I almost forgot to mention that my repair business I use daily in written in Access & I have over 400 customers in that; I used it for billing, searching, data-entry, form auto-fill, lots of stuff. It's not for everyone; but it sure makes my life easier.]
Hope that gives you a starting point.
BBJ