basic training excel - creating custom filter separate

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basic training excel - Creating a custom filter on separate sheets | Excel forum

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Hannah has attended:
Excel Intermediate course
Excel Advanced course

Creating a custom filter on separate sheets

Hi,
this is in order for my colleagues to view a large amount of data using pre-determined filters on a separate sheet. Is there a way of doing this? I know how to create a custom filter or advanced filter on the same page but the data I have involves text values & not numbers to be calculated.

I've already set up autofilter on the original sheet however, I also need to filter by a combination of two values in one column.

Thanks.

RE: Creating a custom filter on separate sheets

Hi Hannah

Thanks for your question.

This may be covered on our Microsoft Excel training courses.

What I would suggest is use the advanced filter and choose the option which allows you to copy the filter results to a specific location. I know this won't allow you to put the copy of the results on a separate sheet, but you could put them on the same sheet as the data, then cut and paste the data to a different sheet afterwards.

Otherwise once you have filtered the data to show what you want, you can create a custom view (View - Custom Views) and 'save' the filtered view by clicking the Add button and giving the view a name. Then you can remove the filter and access the filtered information again quickly by going to View - Custom Views and clicking Show.

I hope this helps.
Amanda

RE: Creating a custom filter on separate sheets

Thanks Amanda. As the data changes frequently, I suspected the second option was of better use to me.

RE: Creating a custom filter on separate sheets

Great, glad that the suggestion was helpful


 

Excel tip:

Hiding and unhiding columns using the keyboard

CTRL + 0 hides your columns and CTRL + SHIFT + ) unhides them although you would need to highlight the column letters either side as per normal

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