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basic training excel - Creating a custom filter on separate sheets
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Creating a custom filter on separate sheets
Hi,this is in order for my colleagues to view a large amount of data using pre-determined filters on a separate sheet. Is there a way of doing this? I know how to create a custom filter or advanced filter on the same page but the data I have involves text values & not numbers to be calculated.
I've already set up autofilter on the original sheet however, I also need to filter by a combination of two values in one column.
Thanks.
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RE: Creating a custom filter on separate sheets
Hi HannahThanks for your question.
This may be covered on our Microsoft Excel training courses.
What I would suggest is use the advanced filter and choose the option which allows you to copy the filter results to a specific location. I know this won't allow you to put the copy of the results on a separate sheet, but you could put them on the same sheet as the data, then cut and paste the data to a different sheet afterwards.
Otherwise once you have filtered the data to show what you want, you can create a custom view (View - Custom Views) and 'save' the filtered view by clicking the Add button and giving the view a name. Then you can remove the filter and access the filtered information again quickly by going to View - Custom Views and clicking Show.
I hope this helps.
Amanda
RE: Creating a custom filter on separate sheets
Thanks Amanda. As the data changes frequently, I suspected the second option was of better use to me.
RE: Creating a custom filter on separate sheets
Great, glad that the suggestion was helpful
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