Microsoft Excel

2.1 Opening Microsoft Excel 2.2 Microsoft Excel Startup Screen 2.4 Introduction to the Excel Interface 2.5 Customizing the Excel Quick Access Toolbar 2.6 More on the Excel Interface 2.7 Understanding the Structure of an Excel Workbook 2.8 Saving an Excel Document 2.9 Opening an Existing Excel Document 2.10 Common Excel Shortcut Keys 3.1 Entering Text to Create Spreadsheet Titles 3.2 Working with Numeric Data in Excel 3.3 Entering Date Values in Excel 3.4 Working with Cell References 3.5 Creating Basic Formulas in Excel 3.6 Relative Versus Absolute Cell References in Formulas 3.7 Understanding the Order of Operation 4.1 The structure of an Excel Function 4.2 Working with the SUM() Function – Excel 4.3 Working with the MIN() and MAX() Functions 4.4 Working with the AVERAGE() Function 4.5 Working with the COUNT() Function 4.6 Adjacent Cells Error in Excel Calculations 4.7 Using the AutoSum Command 4.8 Excel’s AutoSum Shortcut Key 4.9 Using the AutoFill Command to Copy Formulas 5.1 Moving and Copying Data in an Excel Worksheet 5.2. Inserting and Deleting Rows and Columns 5.3. Changing the Width and Height of Cells 5.4 Hiding and Unhiding Excel Rows and Columns 5.5 Renaming an Excel Worksheet 5.6. Deleting an Excel Worksheet 5.7 Moving and Copying an Excel Worksheet 6.1 Working with Font Formatting Commands 6.2. Changing the Background Color of a Cell 6.3. Adding Borders to Cells 6.4. Formatting Data as Currency Values 6.5. Formatting Percentages 6.6. Using Excel’s Format Painter 6.7. Creating Styles to Format Data 6.8. Merging and Centering Cells 6.9. Using Conditional Formatting 7.1 Inserting Images and Shapes into an Excel Worksheet 7.2 Inserting Shapes In Excel 7.3 Formatting Excel Shapes 7.4. Working with Excel SmartArt 8.1. Creating an Excel Column Chart 8.2. Working with the Excel Chart Ribbon 8.3. Adding and Modifying Data on an Excel Chart 8.4. Formatting an Excel Chart 8.5. Moving a Chart to another Worksheet 8.6. Working with Excel Pie Charts 9.1. Viewing your Document in Print Preview 9.2. Changing the Margins, Scaling and Orientation 9.3 Adding Header and Footer Content 9.4 Printing a Specific Range of Cells 10.1. Intro to Excel Templates 10.3. Opening an Existing Template 10.4. Creating a Custom Template 13.1 Understanding Excel List Structure 13.2 Sorting a List Using Single Level Sort 13.3 Sorting a List Using Multi-Level Sorts 13.4 Using Custom Sorts in an Excel List 13.5 Filter an Excel List Using the AutoFilter Tool 13.6 Creating Subtotals in a List 13.7 Format a List as a Table 13.8 Using Conditional Formatting to Find Duplicates 13.9 Removing Duplicates in Excel 14.1 Excel DSUM Function Single Criteria 14.2 Excel DSUM Function with OR Criteria 14.3 Excel DSUM Function with AND Criteria 14.4 Excel Function: DAVERAGE() 14.5 Excel Function: DCOUNT() 14.6 Excel Function: SUBTOTAL() 15.1 Creating an Excel Data Validation List 15.2 Excel Decimal Data Validation 15.3 Adding a Custom Excel Data Validation Error 15.4 Dynamic Formulas by Using Excel Data Validation Techniques 16.1 Importing Data from Text Files into Excel 16.2 Excel 2019

13.5 Filter an Excel List Using the AutoFilter Tool

Sorting a list makes it more accessible makes it easier to find data. But you still have to search through all the data to find the specific records that you’re looking for example I’m looking at Buyers 2015 and I just sorted it by month but you know what I want to find, the July records so I still have to scroll through all the other records that I don’t necessarily need to be able to find the July records. But in a lot of cases I don’t just want to present the data to make it easier to search. I actually just want it to display specific records. I only want to see the July records and that’s it’s nothing else. I don’t need January February March April May June or August or September. I just need July records. We’re going to talk about filtering a list, this is super simple.

Microsoft gave us a tool called an auto filter that really does all the work for us. All we need to do is identify to excel what we’re looking for.

I’m going to click it into my list. I go back to Data tab, back to sort and filter and I’m going to go to the big Filter button. I’ll give that a click yes it doesn’t open up an additional window like the sort button did. But this changes in a property of my list.

Filter an Excel List Using the AutoFilter Tool 1

You can see up in my column headers now a one through month year cost items and buyer. I’ve now got these little dropdown arrows that show up next to each column header.

Now how important those column headers are. This is one of the reasons. now what I’ve got my filter on the little dropdowns. I want a filter for July records. That’s all I want to see. I’ll find the month I’ll find the little dropdown attach the month. Give that a click to the left click and I’ve got several things going on in here.

Filter an Excel List Using the AutoFilter Tool 2

I can sort I can provide text filters like, equal to something or begins with something or contains specific characters or I could dropdown to my search filters.

I can de-select all and I’m going to select July because that’s all I need. Just the July records all hit OK. You’ve now got the July records and that’s all I get.

I’m really enjoying this because of how quick it is. I mean you had a couple of buttons and your list is now changed to show you just those specific records.

Let me clear the filter.  I can go to Data tab inside the sorting filter area, I can hit the Clear button. This will take me back to square one once again all of my records.

Filter an Excel List Using the AutoFilter Tool 3

Try this out.