A lot of my Financial Clients send out Birthday cards to their customers. This is an awesome practice but sometimes hard to carry out. The challenge is sorting the birthdays by the day of the month rather than by the age of the person.
The birthdays have been inputted as the Date of Birth (for the customer), complete with year of birth. When this is exported to Excel and then sorted you get a list sorted by the youngest to oldest person.
|January 1, 1970||January 14, 1968|
|January 14, 1968||January 1, 1970|
|January 20, 1980||January 20, 1980|
|January 9, 1987||January 9, 1987|
When sending out birthday cards you want to sort this birthday list in order of the days of the month (not by age). This can be done if you use the right Function in Excel.
Use this Microsoft Excel function to extract only the month and day. Then do a sort to sort in order of the day of the month.
=Text (A2, “MMDD”) where A2 is the birthday, copy this formula down the sheet
|Sorted Birthday||Excel Formula added|
|January 1, 1970||0101|
|January 9, 1987||0109|
|January 14, 1968||0114|
|January 20, 1980||0120|
If you are using a CRM (Client Relationship Management) program like Maximizer and have entered in the birthdays for your clients this can be a handy tip for you to use.