If your worksheet contains a lot of content, it can be difficult to find information quickly.
Filters
can be used to
narrow down
the data in your worksheet, allowing you to view only the information you need.
In our example, we'll apply a filter to an equipment log worksheet to display only the laptops and projectors that are available for checkout.
In order for filtering to work correctly, your worksheet should include a
header row
, which is used to identify the name of each column. In our example, our worksheet is organized into different columns identified by the header cells in row 1:
ID#
,
Type
,
Equipment
Detail
, and so on.
A worksheet with a header row
Select the
Data
tab, then click the
Filter
command.
Clicking the Filter command
A
drop-down arrow
will appear in the header cell for each column.
Click the
drop-down arrow
for the column you want to filter. In our example, we will filter column
B
to view only certain types of equipment.
Clicking the drop-down arrow for column B
The
Filter
menu
will appear.
Uncheck
the box next to
Select All
to quickly deselect all data.
Unchecking Select All
Check
the boxes next to the data you want to filter, then click
OK
. In this example, we will check
Laptop
and
Tablet
to view only those types of equipment.
Choosing data to filter and clicking OK
The data will be
filtered
, temporarily hiding any content that doesn't match the criteria. In our example, only laptops and tablets are visible.
The filtered data
Filtering options can also be accessed from the
Sort & Filter
command on the
Home
tab.
Accessing Filter options from the Home tab
To apply multiple filters:
Filters are
cumulative
, which means you can apply
multiple
filters
to help narrow down your results. In this example, we've already filtered our worksheet to show laptops and projectors, and we'd like to narrow it down further to only show laptops and projectors that were checked out in August.
Click the
drop-down arrow
for the column you want to filter. In this example, we will add a filter to column
D
to view information by date.
Clicking the drop-down arrow for column D
The
Filter menu
will appear.
Check
or
uncheck
the boxes depending on the data you want to filter, then click
OK
. In our example, we'll uncheck everything except for
August
.
Choosing data to filter and clicking OK
The new filter will be applied. In our example, the worksheet is now filtered to show only laptops and tablets that were checked out in August.
The filtered data
To clear a filter:
After applying a filter, you may want to remove—or
clear
—it from your worksheet so you'll be able to filter content in different ways.
Click the
drop-down arrow
for the filter you want to clear. In our example, we'll clear the filter in column
D
.
Clicking the drop-down arrow for column D
The
Filter menu
will appear.
Choose
Clear Filter From [COLUMN NAME]
from the Filter menu. In our example, we'll select
Clear Filter From "Checked Out
".
Clearing a filter
The filter will be cleared from the column. The previously hidden data will be displayed.
The cleared filter
To remove all filters from your worksheet, click the
Filter
command on the
Data
tab.
Clicking the Filter command to remove filters
Advanced filtering
If you need to filter for something specific, basic filtering may not give you enough options. Fortunately, Excel includes many
advanced
filtering
tools
, including
search
,
text
,
date
, and
number
filtering
, which can narrow your results to help find exactly what you need.
To filter with search:
Excel allows you to
search
for data that contains an exact phrase, number, date, and more. In our example, we'll use this feature to show only
Saris
brand products in our equipment log.
Select the
Data
tab, then click the
Filter
command. A
drop-down arrow
will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step.
Click the
drop-down arrow
for the column you want to filter. In our example, we'll filter column
C
.
Clicking the drop-down arrow for column C
The
Filter menu
will appear. Enter a
search term
into the
search box
. Search results will appear automatically below the
Text
Filters
field as you type. In our example, we'll type
saris
to find all Saris brand equipment.
When you're done, click
OK
.
Entering a search term and clicking OK
The worksheet will be
filtered
according to your search term. In our example, the worksheet is now filtered to show only Saris brand equipment.
The worksheet filtered by the search term
To use advanced text filters:
Advanced text filters
can be used to display more specific information, such as cells that contain a certain number of characters, or data that excludes a specific word or number. In our example, we've already filtered our worksheet to only show items with
O
ther
in the Type column, but we'd like to exclude any item containing the word
case
.
Select the
Data
tab, then click the
Filter
command. A
drop-down arrow
will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step.
Click the
drop-down arrow
for the column you want to filter. In our example, we'll filter column
C
.
Clicking the drop-down arrow for column C
The
Filter menu
will appear. Hover the mouse over
Text Filters
, then select the desired text filter from the drop-down menu. In our example, we'll choose
Does Not Contain...
to view data that does not contain specific text.
Selecting a text filter
The
Custom AutoFilter
dialog box will appear. Enter the
desired text
to the right of the filter, then click
OK
. In our example, we'll type
case
to exclude any items containing this word.
Applying a text filter
The data will be filtered by the selected text filter. In our example, our worksheet now displays items in the
Other
category that do not contain the word
case
.
The applied text filter
To use advanced date filters:
Advanced date filters
can be used to view information from a certain time period, such as last year, next quarter, or between two dates. In this example, we will use advanced date filters to view only equipment that has been checked out today.
Select the
Data
tab, then click the
Filter
command. A
drop-down arrow
will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step.
Click the
drop-down arrow
for the column you want to filter. In our example, we will filter column
D
to view only a certain range of dates.
Clicking the drop-down arrow for column D
The
Filter menu
will appear. Hover the mouse over
Date Filters
, then select the desired date filter from the drop-down menu. In our example, we'll select
Today
to view equipment that has been checked out on today's date.
Selecting a date filter
The worksheet will be filtered by the selected date filter. In our example, we can now see which items have been checked out
today
.
The applied date filter
If you're working along with the example file, your results will be different from the images above. If you want, you can change some of the dates so the filter will give more results.
To use advanced number filters:
Advanced number filters
allow you to manipulate numbered data in different ways. In this example, we will display only certain types of equipment based on the range of ID numbers.
Select the
Data
tab on the Ribbon, then click the
Filter
command. A
drop-down arrow
will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step.
Click the
drop-down arrow
for the column you want to filter. In our example, we'll filter column
A
to view only a certain range of ID numbers.
Clicking the drop-down arrow for column A
The
Filter menu
will appear. Hover the mouse over
Number Filters
, then select the desired number filter from the drop-down menu. In our example, we will choose
Between
to view ID numbers between a specific number range.
Selecting a number filter
The
Custom AutoFilter
dialog box will appear. Enter the desired
number(s)
to the right of each filter, then click
OK
. In our example, we want to filter for ID numbers greater than or equal to
3000
but less than or equal to
4000
, which will display ID numbers in the 3000-4000 range.
Applying a number filter and clicking OK
The data will be filtered by the selected number filter. In our example, only items with an ID number between
3000
and
4000
are visible.
The applied number filter
Challenge!
Open an existing Excel workbook. If you want, you can use our
practice workbook
.
Apply a
filter
to a column. If you are using the example, filter the
Type
column (column
B
) so it displays only
laptops
and
cameras
.
Add another filter by
searching
. If you are using the example, search for
EDI
brand equipment in the
Equipment Detail
column (column
C
).
Clear
both filters.
Use an advanced
text filter
to view data that does not contain a certain word or phrase. If you are using the example, display data that
does not contain
the word
saris
(this should exclude all Saris brand equipment).
Use an advanced
date
filter
to view data from a certain time period. If you are using the example, display only the equipment that was
checked out
in
September 2013
.
Use an advanced
number
filter
to view numbers
less than
a certain amount. If you are using the example, display all items with an
ID#
below
3000
.