Advanced filter complex criteria
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
- 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
- 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
- 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
- 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
- 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
- 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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Topics covered in Excel Logics
Getting Started
- 10 lessons
- 2 hours
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
- 5 lessons
- 3.5 hours
Excel Tables
Filtering, slicing tables
Bad data to good with PQ
Unpivoting data with PQ
Merging multiple files to one table
Writing Formulas
- 10 lessons
- 4.5 hours
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
- 17 lessons
- 4 hours
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
- 10 lessons
- 4 hours
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
- 9 lessons
- 2 hours
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
- 10 lessons
- 2 hours
Dashboards from Excel Logics
Excel Logics Academy
online + download access
$
147
Excel Logics Academy
online + download access
$
147
-
- 6 modules of Adv. Excel Lessons
- 40+ example workbooks
- 2 years online access
- Download HD quality videose
- Formula cheat sheet
- Shortcuts poster
- 30 day money back guarantee
Excel Logics Dashboards
Dashboards
online + download access
$
227
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
- Lifetime access
- Download HD quality videos
- Formula cheat sheet
-
- 30 day money back guarantee
Excel Logics Academy
online + download access
$
147
Excel Logics Academy
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147
-
- 6 modules of Adv. Excel Lessons
- 40+ example workbooks
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- Download HD quality videose
- Formula cheat sheet
- Shortcuts poster
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Excel Logics Dashboards
Dashboards
online + download access
$
227
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
-
- 30 day money back guarantee