Using Excel's Auto Filter feature to display filtered trade criteria/data.

First, let's assume you have a good amount of data that lends itself to being filtered. Next, most TJS products already have specific columns already programmed to be filtered. If you wish to change this, do the following to reset the filter.

Excel 2007/2010:

• Unprotect the sheet
• In the Toolbar (Ribbon), Go to: Data
• Click on Filter

Excel 2007 Auto-filter toolbar selection

Excel 2002/2003:

• Unprotect the sheet
• From the Data menu, choose Filter, AutoFilter

Then...

Highlight the entire row (or adjacent cells) directly above the first line of trade input (the 'header' section) and go back to: Data, then click Filter (again). Now all 'header' columns will have filter accessibility.

Now, drop-down arrows will now be shown as in the example below

To get back to UnFiltered status, use the dropdown arrows that you used to filter your data, then check the "All" category (for each column that was filtered). Work with the various filters on your own, or keep reading for advanced filtering examples - given for Excel 2007+

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Filter One Column

With the Excel 2007 AutoFilter in place, you can start filtering the individual columns. You can filter on just one column, such as Customer, or two or more columns.

For example, to filter for a specific customer, follow these steps:

1. Click the drop down arrow at the right of the Customer heading
2. In the list of Customers, click Select All, to remove all the check marks
3. Click the check box for the customer that you want to filter for, such as MegaStore.
4. Click OK, to see the filtered list.

 

In the filtered worksheet, you'll see some changes:

• only the rows for the selected customer are visible -- the other customer rows have been hidden
• the row numbers for the filtered rows are shown in blue font.
• the drop down arrow in the Customer column has changed to a filter symbol, with a small arrow

 

Filter Two Columns

After you have filtered one column, you can refine the filtered results, by filtering two or more columns.

For example, after you filter for a specific customer, follow these steps to add a product filter:

1. Click the drop down arrow at the right of the Product heading.
   Note: When another column is filtered, you might not see the full list of products -- you'll only see the products for the filtered records.
2. In the list of Products, click Select All, to remove all the check marks
3. Click the check box, or multiple check boxes, for the product(s) that you want to filter for, such as Bananas and Grapes.
4. Click OK, to see the filtered list.

Clear an Excel 2007 AutoFilter

After you have applied one or more filters, you can clear a specific filter, or all the filters in the Excel Table.

Clear a Specific Filter

To clear a specific filter, and leave other filters turned on:

1. Click the drop down arrow in the column heading where you want to clear the filter
2. Click on Clear Filter From [column name]

   

Clear All Filters

Instead of clearing a specific filter, you can clear all the filters from the Excel Table, in one step:

1. Select a cell in the table.
2. On the Excel Ribbon, click the Data tab, and in the Sort & Filter group, click Clear.
   Note: This will also clear the Sort options that you have applied.

   

Filter for Blank Cells

If there are any blank cells in a column, the drop down list in the heading cell will show one additional item -- (Blanks) -- at the end of the item list. To show only the rows with blank cells in that column, remove the check marks from the other items in the list.

Filter for Highest and Lowest Values

1) If a column contains numbers, you can filter to find the highest or lowest numbers that column. In this example, you'll filter for the 5 lowest values in the Total column.
Click the drop down arrow in the column heading, click Number Filters, and then click Top 10.
Note: If fewer than half of the values in the column are numbers, the Number Filters option will change to Text Filters.

 

2) In the Top 10 AutoFilter window, select Bottom from the first drop down list.

3) In the second box, type 5, or use the arrows to change the number to 5

4) In the third drop down box, select Items, then click OK.

Note: The results are the highest or lowest values for the entire list, not the currently filtered list. If other columns are also filtered, you may see fewer than the specified number of items.

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Filter for a Specific Date Range

If a column contains dates, you can filter to find a specific date or date range, or a dynamic date range. In this example, you'll filter for the orders received in January 2011.

1) Click the drop down arrow in the column heading, click Date Filters, and then click Between.

 

2) In the Custom AutoFilter dialog box, enter the starting date for the date range -- 01-Jan-2011 -- in the first date box.

3) Enter the ending date for the date range -- 31-Jan-2011 -- in the second date box, and click OK.

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Filter for a Dynamic Date Range

If a column contains dates, instead of finding a specific date range, you can filter for a dynamic date range, such as Last Week, Next Month, or Tomorrow. In this example, you'll filter for the orders received in January 2011.

1) Click the drop down arrow in the column heading, click Date Filters, and then click Yesterday.

 

2) The filtered table shows only the orders that were received yesterday.

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Create a Custom Filter

Some of the Excel 2007 AutoFilter options in the drop down lists end with three dots, such as Begins With...

These filters, as well as the Custom Filter option, open the Custom AutoFilter window. In there, you can enter one or two criteria, to create a customized filter.

To filter for one criterion:

1. From the first dropdown list, select an option, such as "begins with".
2. In the text box, type a value, then Click OK.

In the screen shot below, the Custom Filter will find records where the customer name begins with "M".

To filter for two criteria:

1. From the first dropdown list, select an option, such as "begins with".
2. In the text box, type a value, then Click OK.
3. Select "And" or "Or" as the operator.
4. From the first dropdown list, select an option, such as "ends with".
5. In the text box, type a value, then Click OK.

 

In the screen shot below, the Custom Filter will find records where:

• the customer name begins with "M"
• OR the customer name ends with "Shop".

 

 

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