Subject Line

Use Advanced Filter for simplification of complex search

Overview

Sometimes you have filter data based on multiple and complex criteria. With the help of advanced filter you can filter data based on complex criteria. This works as a SEO or search engine which searches on multiple criteria.

Working

Let’s understand the working of the advanced filter with the help of an example.

We have Employee data as below from row number 7

Employee data

Let’s setup the options on which we want to search

  1. Let’s find out employees with Designation as Sr. Consultant

 

 

Step 1: Enter Sr. Consultant in Designation column in cell C2

Step 2: Go to DATA tab

Step 3: Click on Advanced option in Sort & Filter group

Step 4: Select the List range i.e. Cell A7 to H27

Step 5: Select the Criteria range i.e. Cell A1 to H2 and click on OK

 

Step 6: Employees with Designation Sr. Consultant appears as a result

               

Step 7: Go to DATA tab

Step 8: Click on Clear option in Sort & Filter group

  1. Let’s find out Employees with Designation Sr. Consultant and who are from Central region

Step 1: Enter Sr. Consultant in Cell C2 and Central in Cell F2

 

Step 2: Go to DATA tab

Step 3: Click on Advanced option in Sort & Filter group

Step 4: Select the List range i.e. Cell A7 to H27

Step 5: Select the Criteria range i.e. Cell A1 to H2 and click on OK

Step 6: Employees with Designation Sr. Consultant and who are from Central region appears as a result

Step 7: Go to DATA tab

Step 8: Click on Clear option in Sort & Filter group

  1. Let’s find out Employees with Designation Sr. Consultant and who are from Central region or North region

Step 1: Enter Sr. Consultant in Cell C2 and Central in Cell F2

Step 2: Enter Sr. Consultant in Cell C2 and North in Cell F3

Step 3: Go to DATA tab

Step 4: Click on Advanced option in Sort & Filter group

Step 5: Select the List range i.e. Cell A7 to H27

Step 6: Select the Criteria range i.e. Cell A1 to H3 and click on OK

 

Step 7: Employees with Designation Sr. Consultant and who are from Central & North region appears as a result

Step 8: Go to DATA tab

Step 9: Click on Clear option in Sort & Filter group

  1. Let’s take salary as filter in this example

Let’s find out the employee with Designation Sr. Consultant and who is from Central region and whose salary is less than 5000

Step 1: Enter Sr. Consultant in Cell C2 and Central in Cell F2

 Step 2: Enter <5000 in H2 cell

Step 3: Go to DATA tab

Step 4: Click on Advanced option in Sort & Filter group

Step 5: Select the List range i.e. Cell A7 to H27

Step 6: Select the Criteria range i.e. Cell A1 to H2 and click on OK

 

Step 7:  Employees with Designation Sr. Consultant and who are from Central region and whose monthly salary is less than 5000 appears as a result

Step 8: Go to DATA tab

Step 9: Click on Clear option in Sort & Filter group

  1. Let’s now find out employees whose experience is greater than 5 Years

Step 1: Enter >5 in Cell D2

Step 2: Go to DATA tab

Step 3: Click on Advanced option in Sort & Filter group

Step 4: Select the List range i.e. Cell A7 to H27

Step 5: Select the Criteria range i.e. Cell A1 to H2 and click on OK

Step 6: Employees whose experience is greater than 5 years appears as a result

Step 7: Go to DATA tab

Step 8: Click on Clear option in Sort & Filter group

 

  1. Let’s see how unique records only option works with an example

Step 1: Select the Designation Range i.e. Cell C7 to C27

Step 2: Go to DATA tab

Step 3: Click on Advanced option in Sort & Filter group

Step 4: Select the List range i.e. Cell A7 to H27

Step 5: Select the Cell K7 in Copy to box from the Advance Filter sheet

Step 6: Select the Unique records only tick box

Step 7: Click on OK

Step 8: Unique designation is copied to cell K7

Let’s see how unique records can be copied to another location option works with an example

Step 1: Go to DATA sheet since we want the Unique designation in DATA sheet.

Step 2: Go to DATA tab

Step 3: Click on Advanced option in Sort & Filter group

Step 4: Select the Copy to another location in Action radio button

Step 5: Select the List range i.e. Cell A7 to H27

Step 6: Select the Cell A1 in Copy to box from the DATA sheet

Step 7: Select the Unique records only tick box

Step 8: Click on OK

Step 9: Unique designation is copied to DATA sheet

Scope of usage

  • Can be used to define the search criteria

Can be used to fetch records using complex criteria

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Designed for Excel Logics
Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

Getting Started

Intro to Excel
Setting up tables
Cleaning bad data
Cleaning using Power Query
Writing formulas
Creating pivot tables
Making charts
Filtering & sorting
Shortcuts

Data + Tables + PQ

Excel Tables
Filtering, slicing tables
Bad data to good with PQ
Unpivoting data with PQ
Merging multiple files to one table

Writing Formulas

Referencing data
IF condition, CHOOSE, IFS
Statistical analysis
Conditional sum, count
Lookups
Advanced Lookups
Date formulas
Text analysis
Sentiment analysis
Exploratory data analysis

Making Pivot Tables

Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

         Adv. Pivot Table bonus

Charts + Graphs

Intro to Charting
Picking right charts
Anatomy of Excel chart
Formatting charts
New charts in Excel 2016
Budget vs. Actual charts
Then vs. Now charts
Conditional charts
Sparklines
Interactive charts

Advanced Concepts

Data validation
Creating templates
Workbook protection
Publishing to web
Shapes + pictures
Navigation buttons
Priting
Form controls
Custom ribbons

Optional module on

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    Topics covered in Excel Logics

    Designed for Excel Logics
    Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

    Getting Started

    Intro to Excel
    Setting up tables
    Cleaning bad data
    Cleaning using Power Query
    Writing formulas
    Creating pivot tables
    Making charts
    Filtering & sorting
    Shortcuts

    Data + Tables + PQ

    Excel Tables
    Filtering, slicing tables
    Bad data to good with PQ
    Unpivoting data with PQ
    Merging multiple files to one table

    Writing Formulas

    Referencing data
    IF condition, CHOOSE, IFS
    Statistical analysis
    Conditional sum, count
    Lookups
    Advanced Lookups
    Date formulas
    Text analysis
    Sentiment analysis
    Exploratory data analysis

    Making Pivot Tables

    Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

             Adv. Pivot Table bonus

    Charts + Graphs

    Intro to Charting
    Picking right charts
    Anatomy of Excel chart
    Formatting charts
    New charts in Excel 2016
    Budget vs. Actual charts
    Then vs. Now charts
    Conditional charts
    Sparklines
    Interactive charts

    Advanced Concepts

    Data validation
    Creating templates
    Workbook protection
    Publishing to web
    Shapes + pictures
    Navigation buttons
    Priting
    Form controls
    Custom ribbons

    Optional module on

    Dashboards

    What is a dashboard?
    Process for dashboards
    Business dashboard #1
    Business dashboard #2
    Business dashboard #3
    Employee Dashboard
    Financial metrics dashboard
    KPI Dashboard
    Web enabled dashboard

    Excel Dashboards

    Dashboards from Excel Logics

    Previous slide
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    Excel Logics Academy

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  • Excel Logics Dashboards

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        Shortcuts poster
    •   30 day money back guarantee


    Excel Logics Academy

    online + download access

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      •    6 modules of Adv. Excel Lessons
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      •   2 years online access
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  • Excel Logics Dashboards

    Dashboards online + download access

      $ 227

        •    6 modules of Adv. Excel Lessons
        •  Extra module on Dashboards
        •   70 lesson videos
        •    50+ example workbooks videose
        •    2 years online access
        •    Download HD quality videos
        •   Formula cheat sheet
          Shortcuts poster
      •   30 day money back guarantee