Assignments 8
Assignments 8
Subject: «Spreadsheet processor MS Excel. Filter. Number and Text Filters. Date
Filters. Advanced Filter»
Exercise 1 - Filter
Filter your Excel data if you only want to display records that meet certain criteria.
1. Click any single cell inside a data set.
2. On the Data tab, in the Sort & Filter group, click Filter.
9. To remove the filter, on the Data tab, in the Sort & Filter group, click Clear. To remove
the filter and the arrows, click Filter.
Number Filter
To apply a number filter, execute the following steps.
3. Click the arrow next to Sales.
4. Click Number Filters (this option is available because the Sales column contains numeric
data) and select Greater Than from the list.
5. Enter 10,000 and click OK.
Result. Excel only displays the records where Sales is greater than $10,000.
Note: you can also display records equal to a value, less than a value, between two values,
the top x records, records that are above average, etc. The sky is the limit!
Text Filter
To apply a text filter, execute the following steps.
3. Click the arrow next to Last Name.
4. Click Text Filters (this option is available because the Last Name column contains text
data) and select Equals from the list.
Note: A question mark (?) matches exactly one character. An asterisk (*) matches a series of
zero or more characters.
Result. Excel only displays the records where the second character of Last Name equals m.
Exercise 3 - Date Filters
This example teaches you how to apply a date filter to only display records that meet certain
criteria.
1. Click any single cell inside a data set.
2. On the Data tab, in the Sort & Filter group, click Filter.
Note: this date filter and many other date filters depend on today's date.
Exercise 4 - Advanced Filter
This example teaches you how to apply an advanced filter in Excel to only display records
that meet complex criteria.
When you use the Advanced Filter, you need to enter the criteria on the worksheet. Create
a Criteria range (blue border below for illustration only) above your data set. Use the same column
headers. Be sure there's at least one blank row between your Criteria range and data set.
And Criteria
To display the sales in the USA and in Qtr 4, execute the following steps.
1. Enter the criteria shown below on the worksheet.
4. Click in the Criteria range box and select the range A1:D2 (blue).
5. Click OK.
Notice the options to copy your filtered data set to another location and display unique
records only (if your data set contains duplicates).
Result.
No rocket science so far. We can achieve the same result with the normal filter. We need the
Advanced Filter for Or criteria.
Or Criteria
To display the sales in the USA in Qtr 4 or in the UK in Qtr 1, execute the following steps.
6. Enter the criteria shown below on the worksheet.
7. On the Data tab, in the Sort & Filter group, click Advanced, and adjust the Criteria range
to range A1:D3 (blue).
8. Click OK.
Result.
Formula as Criteria
To display the sales in the USA in Qtr 4 greater than $10.000 or in the UK in Qtr 1, execute
the following steps.
9. Enter the criteria (+formula) shown below on the worksheet.
10. On the Data tab, in the Sort & Filter group, click Advanced, and adjust the Criteria range
to range A1:E3 (blue).
11. Click OK.
Result.
Note: always place a formula in a new column. Do not use a column label or use a column
label that is not in your data set. Create a relative reference to the first cell in the column (B6). The
formula must evaluate to TRUE or FALSE.