202R2 Filtering Data (Excel)

Spreadsheets are all about recording and managing data, but sometimes there is too much to understand or it is disorganised

  • Filters let you hide data you don’t want to see
    You can still see all your data when you turn the filter off
    (restore hidden data before filtering)

We will look at only the Excel/ribbon method

(See here for Google Sheets methods)

Filtering Data

Filtering displays only the group of data you choose in a specific column, ie hide everything except the matching rows

Simple FilterMultiple FiltersClearing a FilterAdvanced
  1. Your data must have a header row
  2. In the Data tab, select Filter to add drop-downs to your header row
  3. Use the drop-downs to set your filter to show only what you want to see (showing checked items only)

Filters are cumulative, you can apply multiple filters to help narrow down your results

  1. Apply the first filter
  2. Choose a different criteria (header) to filter by
  3. Repeat a second filter just as the first one
    (eg show laptops and projectors that were checked out in August, by someone)

After applying a filter, you may want to remove—or clear—it from your worksheet so you’ll be able to filter content in different ways.

  1. Click the drop-down arrow for the filter you want to clear
  2. The Filter menu will appear.
    Choose Clear Filter From [COLUMN NAME]

OR

  • press Filter button on toolbar

If you need a filter for something specific, there are advanced filtering tools, including search, text, date, and number filtering

  • these are in the Filter drop-down menu
  1. Search box for a specific value (eg a name)
    make you selection form the options offered
  2. Text Filters if your column has text
    not/ equals, begins/ends with, does/not contain. etc
  3. Number Filters if your column has numbers
    not/ equals, greater/less than, between (values), averages etc
  4. Custom to build 2 custom filters, text or numbers
VIDEOCONTENTRESOURCES

  • This video covers both simple and advanced filtering techniques (you need to know only the simple methods covered in the first 2 minutes)
  • (4.45) minutes
  • Filtering data
  • Applying multiple filters
  • Clearing filters
  • Using advanced text, number, and date filters