How do filters work in Microsoft Excel?
When you are analysing data, it is important to understand how to filter and what is not a filter setting for data in views.
Below we have the full step by step process to show you in Microsoft excel on how to filter your data. At the Business Blocks we love talking about business automation and how to automate your processes.
That means we need to discuss the following:
How to structure the data in Excel?
Step 1: If you are structuring your data, make sure that you have consistency in each of your fields especially if you want to filter in the future. This includes spelling each cell correctly and using the right numbering process.
Step 2: Think about how you are4 going to present your data like for charting or graphs. You can check out our article on Power Bi which may help you decide on your next data analytics tool.
Step 3: Review the data types in your dataset and try to understand what you don’t need to include what is not a filter setting for data in views.
Hopefully those steps helped a bit, now you an review the steps below.
How to Set the Filter in Excel?
So, when using filters you can temporarily hide some of the data in a table, this will enable you to perform analysis and focus on the important data.
Filter a range of data:
- Choose any cell within the range.
- Select Data > Filter.
- Select the column header arrow .
- Select Text Filters or Number Filters, and then select a comparison, like Between.
- Enter the filter criteria and select OK.
- Filter data in a table
- When you Create and format tables, filter controls are automatically added to the table headers.
But what is not a filter setting for data in views?
- Select the column header arrow for the column you want to filter.
- Uncheck (Select All) and select the boxes you want to show.
- Click OK.
The column header arrow changes to a Filter icon. Select this icon to change or clear the filter.
Microsoft Excel Alternative:
Please check out SmartSheet. It is your cloud-based tool that offers a dynamic workspace.
You can build and automate tasks in your spreadsheets and also learn how to set the filter.
Also, this platform does not require you to be knowledgeable in coding.
Thus, you can manage your company faster and easier.
With SmartSheet, you can help and empower your employees to do their best work. One of its capabilities is team collaboration, which connects all your employees into one group to work together on a task. You can also assign an employee to do a specific part of the project.