{"id":11782,"date":"2019-11-14T11:00:00","date_gmt":"2019-11-14T10:00:00","guid":{"rendered":"https:\/\/www.xelplus.com\/?p=11782"},"modified":"2024-10-15T14:28:13","modified_gmt":"2024-10-15T12:28:13","slug":"excel-advanced-filter-trick","status":"publish","type":"post","link":"https:\/\/www.xelplus.com\/excel-advanced-filter-trick\/","title":{"rendered":"Excel Advanced Filter Trick"},"content":{"rendered":"\n<h4 class=\"wp-block-heading\" id=\"h-download-the-practice-workbook-here-and-follow-along\">Download the practice workbook \ud83d\udc49 <a href=\"https:\/\/app.monstercampaigns.com\/c\/szt9wbiizkx9saa446ua\">HERE<\/a> and follow along.<\/h4>\n\n\n<div id=\"block_0a3957672c761b56e32a9d1668f7d13b\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-2.5\"><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-use-advanced-filter-in-excel\">Why Use Advanced Filter in Excel?<\/h2>\n\n\n\n<p>Excel\u2019s Advanced Filter helps you filter data by <strong>multiple<\/strong> criteria and place the results on a different sheet.<\/p>\n\n\n\n<p>Perfect for when your filters change often, or when you want to avoid messing with the main dataset.<\/p>\n\n\n<div id=\"block_83c766a12d04ef055df26e2ab38d847f\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-6 md:h-8 lg:h-12\"><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-use-advanced-filter-in-excel\">How to Use Advanced Filter in Excel<\/h2>\n\n\n\n<p>Here\u2019s a quick example:<\/p>\n\n\n\n<p>We want to use an Excel Filter for multiple criteria and filter rows that: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mention \u201claptop\u201d in the <strong>Item Description<\/strong> and <\/li>\n\n\n\n<li>Are from <strong>July 1st, 2024<\/strong> or later.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter1.2.png\" alt=\"\" class=\"wp-image-26401 lazyload\"\/><noscript><img decoding=\"async\" width=\"1553\" height=\"453\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter1.2.png\" alt=\"\" class=\"wp-image-26401 lazyload\" srcset=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter1.2.png 1553w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter1.2-450x131.png 450w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter1.2-900x263.png 900w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter1.2-768x224.png 768w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter1.2-1536x448.png 1536w\" sizes=\"(max-width: 1553px) 100vw, 1553px\" \/><\/noscript><\/figure>\n\n\n<div id=\"block_a858f7bbdf0b4babf133ff3d4844b342\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-3 md:h-5 lg:h-7\"><\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"step-1-set-up-your-criteria\">Step 1: Set Up Your Criteria<\/h3>\n\n\n\n<p>First, you\u2019ll set the conditions for what data you want to filter. Let&#8217;s say you&#8217;re filtering for records that mention &#8220;laptop&#8221; and are dated from July 1st, 2024 or later.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a <strong>small table<\/strong> next to your main data with the relevant headers (like Date and Item Description).<\/li>\n\n\n\n<li>In the Date column, enter <code><strong>&gt;=7\/1\/2024<\/strong><\/code> to filter by records from that date onward.<\/li>\n\n\n\n<li>In the Item Description column, enter <strong><code>*laptop*<\/code><\/strong>. The asterisks act as wildcards to include any with &#8220;laptop&#8221; in it.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter2.1.png\" alt=\"\" class=\"wp-image-26403 lazyload\"\/><noscript><img decoding=\"async\" width=\"493\" height=\"137\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter2.1.png\" alt=\"\" class=\"wp-image-26403 lazyload\" srcset=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter2.1.png 493w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter2.1-450x125.png 450w\" sizes=\"(max-width: 493px) 100vw, 493px\" \/><\/noscript><\/figure>\n\n\n<div id=\"block_a858f7bbdf0b4babf133ff3d4844b342\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-3 md:h-5 lg:h-7\"><\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-create-your-output-headers\">Step 2: Create Your Output Headers<\/h3>\n\n\n\n<p>Now, switch to the sheet where you want the filtered results to show up. This will be your destination sheet.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In this new sheet, <strong>create a header row<\/strong> with only the columns you want to display. <\/li>\n\n\n\n<li>For example, if your main dataset includes columns like <strong>Transaction Number<\/strong>, <strong>Item Description<\/strong>, <strong>Quantity<\/strong>, and <strong>Sales<\/strong>, but you only want to see <strong>Transaction Number<\/strong>, <strong>Quantity<\/strong>, and <strong>Sales<\/strong>, set up a header row with those names.<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udca1 <strong>Pro Tip<\/strong>: You can also <strong>rearrange<\/strong> the order of these columns in any way that fits your needs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter3.png\" alt=\"\" class=\"wp-image-26404 lazyload\"\/><noscript><img decoding=\"async\" width=\"324\" height=\"109\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter3.png\" alt=\"\" class=\"wp-image-26404 lazyload\"\/><\/noscript><\/figure>\n\n\n<div id=\"block_0a3957672c761b56e32a9d1668f7d13b\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-2.5\"><\/div><\/div>\n\n<div id=\"block_a858f7bbdf0b4babf133ff3d4844b342\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-3 md:h-5 lg:h-7\"><\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-start-the-advanced-filter\">Step 3: Start the Advanced Filter<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>While on your <strong>destination sheet<\/strong> where the output headers are, go to the <strong>Data<\/strong> tab in the Excel ribbon.<\/li>\n\n\n\n<li>Click on <strong>Advanced<\/strong> under the &#8220;Sort &amp; Filter&#8221; group.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter-04.png\" alt=\"\" class=\"wp-image-6092 lazyload\"\/><noscript><img decoding=\"async\" width=\"335\" height=\"109\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter-04.png\" alt=\"\" class=\"wp-image-6092 lazyload\"\/><\/noscript><\/figure>\n\n\n<div id=\"block_a858f7bbdf0b4babf133ff3d4844b342\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-3 md:h-5 lg:h-7\"><\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-define-the-filter-criteria\">Step 4: Define the Filter Criteria<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>Advanced Filter<\/strong> window, select <strong>Copy to another location<\/strong>.<\/li>\n\n\n\n<li>In the List Range field, switch to the sheet where your main data is located. Select the full range (including the headers) you want to filter (e.g., <code><strong>Data!$A$1:$K$116<\/strong><\/code>).<\/li>\n\n\n\n<li>In the Criteria Range field, select the range (including the headers) where you set your filter conditions (e.g., <code><strong>Data!$M$1:$N$2<\/strong><\/code>).<\/li>\n\n\n\n<li>In the <strong>Copy To<\/strong> field, select the header row you created on the destination sheet (for example, <code><strong>Report!$A$1:$C$1<\/strong><\/code>).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter4.png\" alt=\"\" class=\"wp-image-26405 lazyload\"\/><noscript><img decoding=\"async\" width=\"707\" height=\"561\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter4.png\" alt=\"\" class=\"wp-image-26405 lazyload\" srcset=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter4.png 707w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter4-450x357.png 450w\" sizes=\"(max-width: 707px) 100vw, 707px\" \/><\/noscript><\/figure>\n\n\n<div id=\"block_0a3957672c761b56e32a9d1668f7d13b\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-2.5\"><\/div><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>OK<\/strong> to run the filter.<\/li>\n<\/ul>\n\n\n<div id=\"block_a858f7bbdf0b4babf133ff3d4844b342\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-3 md:h-5 lg:h-7\"><\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-check-your-results\">Step 5: Check Your Results<\/h3>\n\n\n\n<p><br>Once you click OK, Excel will return the filtered rows based on your criteria. <\/p>\n\n\n\n<p>But here\u2019s the trick: only the columns you specified in your output header will show up, and they will appear in the order you set.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter5.png\" alt=\"\" class=\"wp-image-26406 lazyload\"\/><noscript><img decoding=\"async\" width=\"328\" height=\"300\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2019\/11\/AdvFilter5.png\" alt=\"\" class=\"wp-image-26406 lazyload\"\/><\/noscript><\/figure>\n\n\n<div id=\"block_a858f7bbdf0b4babf133ff3d4844b342\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-3 md:h-5 lg:h-7\"><\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-important-note-this-solution-is-not-dynamic\">\u2757Important Note: This Solution is Not Dynamic<\/h3>\n\n\n\n<p>Keep in mind that this method is not dynamic. If your data changes\u2014such as new rows or updates\u2014you\u2019ll need to manually run the Advanced Filter again. <\/p>\n\n\n\n<p>The results won\u2019t automatically update when your dataset changes, making this trick best for static data.<\/p>\n\n\n<div id=\"block_83c766a12d04ef055df26e2ab38d847f\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-6 md:h-8 lg:h-12\"><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-want-a-dynamic-solution-try-power-query\">Want a Dynamic Solution? Try Power Query<\/h2>\n\n\n\n<p>If your dataset frequently changes, you might prefer a more dynamic solution like Power Query. <\/p>\n\n\n\n<p>Power Query automatically refreshes your data every time it\u2019s updated, saving you from manually reapplying the filter.<\/p>\n\n\n\n<p>With Power Query, you can automate your filters and manage large datasets more efficiently.<\/p>\n\n\n\n<p>\ud83d\udc49 Want to learn more about Power Query? <a href=\"https:\/\/www.xelplus.com\/excel-power-query-course-preview\/\" target=\"_blank\" rel=\"noreferrer noopener\">Check out this guide<\/a> on what Power Query is and why you should use it.<\/p>\n\n\n<div id=\"block_83c766a12d04ef055df26e2ab38d847f\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-6 md:h-8 lg:h-12\"><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"download-the-workbook\">Download the Workbook<\/h2>\n\n\n\n<p>Enhance your learning experience by downloading our workbook. Practice the techniques discussed in real-time and master how to filter in Excel with hands-on examples.<\/p>\n\n\n\n<p><a href=\"https:\/\/app.monstercampaigns.com\/c\/szt9wbiizkx9saa446ua\">Download the workbook here<\/a> and start applying what you\u2019ve learned directly in Excel.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/app.monstercampaigns.com\/c\/szt9wbiizkx9saa446ua\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2024\/06\/DwonloadIcon_Excel_200PX.png\" alt=\"\" class=\"wp-image-24682 lazyload\"\/><noscript><img decoding=\"async\" width=\"200\" height=\"200\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2024\/06\/DwonloadIcon_Excel_200PX.png\" alt=\"\" class=\"wp-image-24682 lazyload\"\/><\/noscript><\/a><\/figure>\n\n\n<div id=\"block_0a3957672c761b56e32a9d1668f7d13b\" class=\"xelplus-block xelplus-block-spacer \"><div class=\"h-2.5\"><\/div><\/div>\n\n<div id=\"block_2b146cc95b0d624f0d15855242f93505\" class=\"xelplus-block xelplus-block-course-cta \">\n<div class=\"course-cta-size-small overflow-hidden bg-\" style=\"background:#F3F4F4;\">\n\n  \n  <div class=\"course-cta-text p-10 lg:pl-22 lg:pr-0 lg:w-6\/12 text-center md:text-left\">\n\n    <p class=\"h5 uppercase\" style=\"color:#EC4C4C; \">Featured Bundle<\/p>\n\n    <h2>Black Belt Excel Bundle<\/h2>\n\n    <div class=\"course-cta-excerpt max-w-sm mt-4 mb-6 sm-max:mx-auto font-semibold\">\n      This Excel Black Belt Package includes EIGHT of our Popular Courses. \nYou&#8217;ll learn high-value, in-depth Excel skills that solve real problems.     <\/div>\n\n    <a class=\"btn\" href=\"https:\/\/www.xelplus.com\/course\/excel-black-belt\/\" style=\"background:#EC4C4C; color:#fff;\">Learn More<\/a>\n\n  <\/div>\n\n    <div class=\"lg:w-6\/12\">\n    <img decoding=\"async\" width=\"900\" height=\"900\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-900x900.jpg\" class=\"attachment-large size-large lazyload\" alt=\"Excel Black Belt Bundle XelPlus\" data-srcset=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-900x900.jpg 900w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-450x450.jpg 450w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-280x280.jpg 280w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-768x768.jpg 768w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-360x360.jpg 360w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-720x720.jpg 720w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web.jpg 1024w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><noscript><img decoding=\"async\" width=\"900\" height=\"900\" src=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-900x900.jpg\" class=\"attachment-large size-large lazyload\" alt=\"Excel Black Belt Bundle XelPlus\" srcset=\"https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-900x900.jpg 900w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-450x450.jpg 450w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-280x280.jpg 280w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-768x768.jpg 768w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-360x360.jpg 360w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web-720x720.jpg 720w, https:\/\/www.xelplus.com\/wp-content\/uploads\/2023\/02\/190925_Ultimate-Excel-Mastery-Bundle_Thumbnail_SQ_4_web.jpg 1024w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/noscript>  <\/div>\n  \n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Here is an Excel trick when using the Advanced Filter Feature in Excel. It&#8217;s about copying a filtered result to another sheet. Did you know that you can copy the filtered results for the columns that you need, and you can ignore the columns that you don&#8217;t need?<\/p>\n","protected":false},"author":3,"featured_media":6132,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"footnotes":""},"categories":[14,1],"tags":[945,949,946],"class_list":["post-11782","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards-charts-and-features","category-excel","tag-advanced-filter","tag-excel-hack","tag-filtering-data"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Excel Advanced Filter Trick - Xelplus - Leila Gharani<\/title>\n<meta name=\"description\" content=\"Master Advanced Filter in Excel in minutes! 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