Categories
Excel Training

The difference between Autofilter and Sort in Excel

What is the difference between Autofilter and Sort in Excel?  Why use one and not the other?

I found out the difference when I was trying to sort through an enormous worksheet and a colleague asked me why I wasn’t using the Autofilter.  I didn’t really want to admit that I didn’t know what it was…so I resorted to shrugging my shoulders and hoping that he would show me how it worked…which he did.  And so I share this little tip as it has saved me oodles of time.

When I use Sort to sort data in Excel, it sorts the entire table – which makes sense but might not be the best way forward.  Sort is great for arranging a client list alphabetically for example, or sorting from lowest value to the highest value – but it may not be the best method as data can still be buried among the other rows and columns of detail.

Autofilter gives me the option to view the bits of data I actually want, and filter out the ones I don’t.  So I can spot the trends, or analyse costs, or spot duplicate entries etc.  Now, I really like this.  It means I can easily find the data  I need (surrounded by white space which helps me read it all more clearly).

To filter data, I select the field name for the data I want to filter.  Go to the Home tab on the Ribbon and select the Sort and Filter button, and select Filter.  Excel will prompt the next stage by asking what you want to use to filter your data, and tick the ones you want or add a new filter (such as a text filter).  Excel then filters the data for you.  Easy peasy.

Sort-and-filter-microsoft-excel-training-courses
Sort and Filter, hidden on the Home tab…but so useful

This can be really helpful if you want to find records for a department’s expenditure (and filter out the information on other departments).  It’s really quick, so you can answer a colleague’s question on a key piece of data and then return to your normal worksheet view.  When you want to return to the view of all your records, click on the Sort and Filter button again and then choose Clear.

It may appear a simple difference, but so worthwhile to know, because you can use Sort or Autofilter to meet your needs. It may not be a question on QI, but it is undeniably useful.  They are just another little set of tools that you can use in Excel for  time-saving at work.  Check out what more you can learn to boost your skills with Microsoft Excel training courses https://www.stl-training.co.uk/microsoft/excel-training-london.php

 

 

 

Categories
Excel Training

Five ways to enter Data in Excel

There is more than one way to enter data into an Excel worksheet.  Sometimes we stick to typing directly into cells, but there are different ways to enter data which can speed up your data entry work.

  1. Type directly into a cell and add your data.  You know a cell is active as it is highlighted with a darker border.

    active-cell-computer-excel-training
    A2 is the active cell – it has a darker border so it stands out from the other cells
  2. Use the formula bar.  This is located under the ribbon.  Type your data directly into the formula bar and press enter.  You can navigate around the worksheet by typing the cell number directly into the Name box (located above the Column headings A – Z).

    enter-data-formula-bar-computer-excel-training
    The Name Box shows that the active cell is A3.
  3. Make the most of autocomplete.  Excel will try to help you speed up your data entry by guessing what you are typing based on what’s in your worksheet.  If the autocorrect option is right for you, just press enter.

    autocomplete-computer-excel-training
    Autocomplete is guessing that I am typing Simon, and I’ve just typed “Si”, I can press enter and the full name is entered for me.
  4. Copy and paste – you may have cells that you can copy and paste data within the same worksheet – it can save you time formatting a sheet, or you can copy data to another worksheet within the workbook.
  5. Let Autofill do the work. Autofill options can complete series of data, whether it is text or numbers.  This saves lots of data entry when setting up worksheets, or entering data.

Computer Excel training can give you extra skills so you can speed up entering the data, so you can concentrate on using the information you’ve gathered. https://www.stl-training.co.uk/excel-2007-introduction.php