Excel Filtering Your Data

There are several ways to filter your data in excel. One of the more convenient and quicker methods is to use a filter.

For example if you are only after one particular customer’s sales within a spreadsheet you could place a filter on the Customer Name or whichever column allows you to uniquely identify your customer (If you have customers with the same name you may need to filter on a customer ID instead).

Filtering your data is a relatively straightforward process

  • Click in any of the populated cells within the first row to make the cell active.
  • The filter option can be location under the Data Tab.Filtering
  • Click filter, you will be given a drop down box allowing you to select from a unique set of values in each column. In the below screenshot, I can now choose to select unique customers.
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Please note, filtering the data will not remove any of it, it will only change how it is displayed. So if you are planning on using a formula that is usually used to calculate totals such as Sum(), you may pick up data that is not displayed. In that particular circumstance you should use a formula that will only work on the filtered data sum as Subtotal(9,C2:C11).

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