How to sort/filter tables and lists like in Excel?

Hi.
I used to keep track of my expenses in Excel and had a nice table or list (I forget what it's officially called) with a header row where when I clicked on the header of a particular column it would let me sort and filter- for example, I have a column called "category" and I could click on the header for that column and select a filter so that I only saw travel expenses and then the sum below would only reflect how much I spent on travel. I could also click on the "date" column header and "sort ascending" to put everything in chronological order. That was awesome.
I got a new mac and thought I could keep updating and using this file in Numbers and wouldn't have to buy MS Office. But when I opened the file and saved it as a numbers file, I find that I've lost the ability to sort or filter. The cell at the bottom that has the SUM still works but the header row does nothing. I've seen some other threads about this but I don't really understand them so please forgive me if this is repetitive. Someone suggested hovering the cursor over a column header and a triangle pops up- that is not happening- I think that's in an old version of Numbers. How can I do those things I listed above- sort and filter my entire table? Right now I can only see the total sum of everything in the table but I often need to just add up one category of expenses.
I don't really know all the math stuff, like formulas. My brain has trouble following that stuff. It was so simple in Excel. Is there anyway to get my header row back to how it was in Excel? If not, if you are able to guide me through some more complicated way to do it I would really appreciate it and I hope I can follow it.
Thank you for your time.
-Rebs

I want to understand how to make the sum cell only show the total of visible rows...
I don't think you can do that directly. SUM will include hidden rows. But you can use SUMIF and SUMIFS.
An example using SUMIF:
An example using SUMIFS:
Instead of putting SUMIF and SUMIFS in a separate summary table, you could also put them in Footer Rows of your data table.
SG

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