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Forum home » Delegate support and help forum » Microsoft Excel Training and help » Filters

Filters

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resolvedResolved · Low Priority · Version 2000

Filters

Kelly has attended:
Excel Intermediate course

by - delegate Kelly [1 post] (2008 Apr 23 Wed, 16:37) replyReply

How do i use the filter

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RE: Filters

by - trainer Pete platinum contributer[600 posts] (2008 Apr 24 Thu, 09:12) Edited on 2008 Apr 24 Thu, 09:12 replyReply

Hi Kelly, thank you for the post, welcome to the forum, I hope you enjoyed your course; in answer to your question, using the filter command in Excel is quite an indepth operation with lots of different areas;
Excel enables you to filter the rows that appear in your spreadsheet. For an example lets consider a stock worksheet that produces data from several dozen companies, you can filter to view one or more companies at a time, or you can filter by more than one column at a time. For example, you can apply a filter to find the companies with great growth rates, then filter for companies with strength (low debt, good inventory turnover ratios, etc). Filtering rows is faster and more flexible than changing criteria in a stock screen, so it's a great way to see which companies keep showing up as you look for particular characteristics.
Follow these steps to define and refine filters:
1. Select a cell on the spreadsheet—any cell will do.
2. Choose Data>Filter>AutoFilter. Down arrows appear in each column heading in the spreadsheet.
3. To define a filter for a column, click its Down arrow. For example, to filter for companies with reasonable levels of debt, click the Down arrow in the Debt column. The AutoFilter drop-down list includes all the values that appear in cells in the column as well as other filter options.
4. To specify a filter test, choose (Custom...) from the drop-down list. The Custom AutoFilter dialog box appears.
5. Choose the comparison operator from the drop-down list in the first box. For example, to show companies with debt to equity ratios less than 30 percent, choose "is less than or equal to." In the box on the right, type .3 (for 30 percent) for the value for the test.
6. Click OK. Only rows with companies that meet the debt to equity ratio filter criteria appear.
7. To apply another filter, click the Down arrow in another column. For example, these companies have grown quickly over the past several years, so let's filter out the lower revenue growth rates. Click the Down arrow for in the growth rates column, and choose (Custom...) on the drop-down list. Choose "is greater than or equal to," and type 20 in the value box. The rows that appear in the spreadsheet show the companies that meet the filters set for both columns.
TIP: You can define a filter based on a range of values by defining the first test in the Custom AutoFilter dialog box to look for values greater than one value and the second test to find values less than another value.
8. To turn a column filter off, click the Down arrow in that column, and then choose (All) from the drop-down list.
As I said at the top of this response, Filtering is quite a complex operation with many permutations, but if this has helped, please click the resolved link, best regards Pete.


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