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47 views19 pages

Filter

excel filters
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© © All Rights Reserved
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Filter by using

advanced criteria
Excel for Office 365 Excel 2019 Excel 2016 Excel 2013 Excel
2010 Excel 2007
Advanced Filter Example
Overview
Multiple criteria, one column, Salesperson = "Davolio" OR
any criteria true Salesperson = "Buchanan"
Multiple criteria, multiple Type = "Produce" AND Sales >
columns, all criteria true 1000
Multiple criteria, multiple Type = "Produce" OR
columns, any criteria true Salesperson = "Buchanan"
Multiple sets of criteria, one (Sales > 6000 AND Sales < 6500 )
column in all sets OR (Sales < 500)
Multiple sets of criteria, (Salesperson = "Davolio" AND
multiple columns in each set Sales >3000) OR
(Salesperson = "Buchanan" AND
Sales > 1500)
Wildcard criteria Salesperson = a name with 'u' as
the second letter
If the data you want to filter requires complex criteria
(such as Type = "Produce" OR Salesperson =
"Davolio"), you can use the Advanced Filter dialog
box.

To open the Advanced Filter dialog box,


click Data > Advanced.

Overview
The Advanced command works differently from
the Filter command in several important ways.

 It displays the Advanced Filter dialog box instead of


the AutoFilter menu.
 You type the advanced criteria in a separate criteria
range on the worksheet and above the range of cells
or table that you want to filter. Microsoft Office Excel
uses the separate criteria range in the Advanced
Filter dialog box as the source for the advanced
criteria.

Sample data
The following sample data is used for all procedures
in this article.

The data includes four blank rows above the list


range that will be used as a criteria range (A1:C4) and
a list range (A6:C10). The criteria range has column
labels and includes at least one blank row between
the criteria values and the list range.

To work with this data, select it in the following table,


copy it, and then paste it in cell A1 of a new Excel
worksheet.

Type Salesperson Sales


Type Salesperson Sales
Beverages Suyama $5122
Meat Davolio $450
produce Buchanan $6328
Produce Davolio $6544

Comparison operators
You can compare two values by using the following
operators. When two values are compared by using
these operators, the result is a logical value—either
TRUE or FALSE.
Comparison operator Meaning Example
= (equal sign) Equal to A1=B1
> (greater than sign) Greater than A1>B1
< (less than sign) Less than A1<B1
>= (greater than or equal to Greater than or equal A1>=B1
sign) to
<= (less than or equal to sign) Less than or equal to A1<=B1
<> (not equal to sign) Not equal to A1<>B1

Using the equal sign to type text or a


value
Because the equal sign (=) is used to indicate a
formula when you type text or a value in a cell, Excel
evaluates what you type; however, this may cause
unexpected filter results. To indicate an equality
comparison operator for either text or a value, type
the criteria as a string expression in the appropriate
cell in the criteria range:

=''= entry ''

Where entry is the text or value you want to find. For


example:
What you type in the cell What Excel evaluates and disp
="=Davolio" =Davolio
="=3000" =3000

Considering case-sensitivity
When filtering text data, Excel doesn't distinguish
between uppercase and lowercase characters.
However, you can use a formula to perform a case-
sensitive search. For an example, see the
section Wildcard criteria.

Using pre-defined names


You can name a range Criteria, and the reference for
the range will appear automatically in the Criteria
range box. You can also define the
name Database for the list range to be filtered and
define the name Extract for the area where you want
to paste the rows, and these ranges will appear
automatically in the List range and Copy to boxes,
respectively.

Creating criteria by using a formula


You can use a calculated value that is the result of a
formula as your criterion. Remember the following
important points:

 The formula must evaluate to TRUE or FALSE.


 Because you are using a formula, enter the formula as
you normally would, and do not type the expression
in the following way:

=''= entry ''

 Do not use a column label for criteria labels; either


keep the criteria labels blank or use a label that is not
a column label in the list range (in the examples that
follow, Calculated Average and Exact Match).

If you use a column label in the formula instead of a


relative cell reference or a range name, Excel displays
an error value such as #NAME? or #VALUE! in the cell
that contains the criterion. You can ignore this error
because it does not affect how the list range is
filtered.

 The formula that you use for criteria must use a


relative reference to refer to the corresponding cell in
the first row of data.
 All other references in the formula must be absolute
references.
Multiple criteria, one column,
any criteria true
Boolean logic: (Salesperson = "Davolio" OR
Salesperson = "Buchanan")

1. Insert at least three blank rows above the list range


that can be used as a criteria range. The criteria range
must have column labels. Make sure that there is at
least one blank row between the criteria values and
the list range.
2. To find rows that meet multiple criteria for one
column, type the criteria directly below each other in
separate rows of the criteria range. Using the
example, enter:
Type Salesperson Sales
="=Davolio"
="=Buchanan"

3. Click a cell in the list range. Using the example, click


any cell in the range A6:C10.
4. On the Data tab, in the Sort & Filter group,
click Advanced.
5. Do one of the following:
o To filter the list range by hiding rows that don't

match your criteria, click Filter the list, in-place.


o To filter the list range by copying rows that match

your criteria to another area of the worksheet,


click Copy to another location, click in the Copy
to box, and then click the upper-left corner of the
area where you want to paste the rows.

Tip When you copy filtered rows to another


location, you can specify which columns to include in
the copy operation. Before filtering, copy the column
labels for the columns that you want to the first row
of the area where you plan to paste the filtered rows.
When you filter, enter a reference to the copied
column labels in the Copy to box. The copied rows
will then include only the columns for which you
copied the labels.

6. In the Criteria range box, enter the reference for the


criteria range, including the criteria labels. Using the
example, enter $A$1:$C$3.

To move the Advanced Filter dialog box out of the


way temporarily while you select the criteria range,
click Collapse Dialog .

7. Using the example, the filtered result for the list


range is:
Type Salesperson Sales
Meat Davolio $450
produce Buchanan $6,328
Produce Davolio $6,544

Multiple criteria, multiple


columns, all criteria true
Boolean logic: (Type = "Produce" AND Sales >
1000)

1. Insert at least three blank rows above the list range


that can be used as a criteria range. The criteria range
must have column labels. Make sure that there is at
least one blank row between the criteria values and
the list range.
2. To find rows that meet multiple criteria in multiple
columns, type all the criteria in the same row of the
criteria range. Using the example, enter:
Type Salesperson Sales
="=Produce" >1000

3. Click a cell in the list range. Using the example, click


any cell in the range A6:C10.
4. On the Data tab, in the Sort & Filter group,
click Advanced.
5. Do one of the following:
o To filter the list range by hiding rows that don't

match your criteria, click Filter the list, in-place.


o To filter the list range by copying rows that match

your criteria to another area of the worksheet,


click Copy to another location, click in the Copy
to box, and then click the upper-left corner of the
area where you want to paste the rows.

Tip When you copy filtered rows to another


location, you can specify which columns to include in
the copy operation. Before filtering, copy the column
labels for the columns that you want to the first row
of the area where you plan to paste the filtered rows.
When you filter, enter a reference to the copied
column labels in the Copy to box. The copied rows
will then include only the columns for which you
copied the labels.

6. In the Criteria range box, enter the reference for the


criteria range, including the criteria labels. Using the
example, enter $A$1:$C$2.
To move the Advanced Filter dialog box out of the
way temporarily while you select the criteria range,
click Collapse Dialog .

7. Using the example, the filtered result for the list


range is:
Type Salesperson Sales
produce Buchanan $6,328
Produce Davolio $6,544

Multiple criteria, multiple


columns, any criteria true
Boolean logic: (Type = "Produce" OR Salesperson
= "Buchanan")

1. Insert at least three blank rows above the list range


that can be used as a criteria range. The criteria range
must have column labels. Make sure that there is at
least one blank row between the criteria values and
the list range.
2. To find rows that meet multiple criteria in multiple
columns where any criteria can be true, type the
criteria in the different columns and rows of the
criteria range. Using the example, enter:
Type Salesperson Sales
="=Produce"
="=Buchanan"

3. Click a cell in the list range. Using the example, click


any cell in the list range A6:C10.
4. On the Data tab, in the Sort & Filter group,
click Advanced.

5. Do one of the following:


o To filter the list range by hiding rows that don't

match your criteria, click Filter the list, in-place.


o To filter the list range by copying rows that match

your criteria to another area of the worksheet,


click Copy to another location, click in the Copy
to box, and then click the upper-left corner of the
area where you want to paste the rows.
Tip: When you copy filtered rows to another location, you can specify which columns to include
in the copy operation. Before filtering, copy the column labels for the columns that you want to
the first row of the area where you plan to paste the filtered rows. When you filter, enter a
reference to the copied column labels in the Copy to box. The copied rows will then include only
the columns for which you copied the labels.

6. In the Criteria range box, enter the reference for the


criteria range, including the criteria labels. Using the
example, enter $A$1:$B$3.
To move the Advanced Filter dialog box out of the
way temporarily while you select the criteria range,
click Collapse Dialog .

7. Using the example, the filtered result for the list


range is:
Type Salesperson Sales
produce Buchanan $6,328
Produce Davolio $6,544

Multiple sets of criteria, one


column in all sets
Boolean logic: ( (Sales > 6000 AND Sales < 6500 )
OR (Sales < 500) )

1. Insert at least three blank rows above the list range


that can be used as a criteria range. The criteria range
must have column labels. Make sure that there is at
least one blank row between the criteria values and
the list range.
2. To find rows that meet multiple sets of criteria where
each set includes criteria for one column, include
multiple columns with the same column heading.
Using the example, enter:
Type Salesperson Sales Sales
>6000 <6500
<500

3. Click a cell in the list range. Using the example, click


any cell in the list range A6:C10.
4. On the Data tab, in the Sort & Filter group,
click Advanced.

5. Do one of the following:


o To filter the list range by hiding rows that don't

match your criteria, click Filter the list, in-place.


o To filter the list range by copying rows that match

your criteria to another area of the worksheet,


click Copy to another location, click in the Copy
to box, and then click the upper-left corner of the
area where you want to paste the rows.
Tip: When you copy filtered rows to another location, you can specify which columns to include
in the copy operation. Before filtering, copy the column labels for the columns that you want to
the first row of the area where you plan to paste the filtered rows. When you filter, enter a
reference to the copied column labels in the Copy to box. The copied rows will then include only
the columns for which you copied the labels.

6. In the Criteria range box, enter the reference for the


criteria range, including the criteria labels. Using the
example, enter $A$1:$D$3.
To move the Advanced Filter dialog box out of the
way temporarily while you select the criteria range,
click Collapse Dialog .

7. Using the example, the filtered result for the list


range is:
Type Salesperson Sales
Meat Davolio $450
produce Buchanan $6,328

Multiple sets of criteria,


multiple columns in each set
Boolean logic: ( (Salesperson = "Davolio" AND
Sales >3000) OR (Salesperson = "Buchanan" AND
Sales > 1500) )

1. Insert at least three blank rows above the list range


that can be used as a criteria range. The criteria range
must have column labels. Make sure that there is at
least one blank row between the criteria values and
the list range.
2. To find rows that meet multiple sets of criteria, where
each set includes criteria for multiple columns, type
each set of criteria in separate columns and rows.
Using the example, enter:
Type Salesperson Sales
="=Davolio" >3000
="=Buchanan" >1500

3. Click a cell in the list range. Using the example, click


any cell in the list range A6:C10.
4. On the Data tab, in the Sort & Filter group,
click Advanced.

5. Do one of the following:


o To filter the list range by hiding rows that don't

match your criteria, click Filter the list, in-place.


o To filter the list range by copying rows that match

your criteria to another area of the worksheet,


click Copy to another location, click in the Copy
to box, and then click the upper-left corner of the
area where you want to paste the rows.

Tip When you copy filtered rows to another


location, you can specify which columns to include in
the copy operation. Before filtering, copy the column
labels for the columns that you want to the first row
of the area where you plan to paste the filtered rows.
When you filter, enter a reference to the copied
column labels in the Copy to box. The copied rows
will then include only the columns for which you
copied the labels.

6. In the Criteria range box, enter the reference for the


criteria range, including the criteria labels. Using the
example, enter $A$1:$C$[Link] move the Advanced
Filter dialog box out of the way temporarily while
you select the criteria range, click Collapse Dialog
.
7. Using the example, the filtered result for the list
range would be:
Type Salesperson Sales
produce Buchanan $6,328
Produce Davolio $6,544

Wildcard criteria
Boolean logic: Salesperson = a name with 'u' as
the second letter

1. To find text values that share some characters but not


others, do one or more of the following:
o Type one or more characters without an equal sign

(=) to find rows with a text value in a column that


begin with those characters. For example, if you type
the text Dav as a criterion, Excel finds "Davolio,"
"David," and "Davis."
o Use a wildcard character.
Use To find
? (question mark) Any single character
For example, sm?th finds "smith" and "smyth"
* (asterisk) Any number of characters
For example, *east finds "Northeast" and "Southeast"
~ (tilde) followed by ?, *, or ~ A question mark, asterisk, or tilde
For example, fy91~? finds "fy91?"

2. Insert at least three blank rows above the list range


that can be used as a criteria range. The criteria range
must have column labels. Make sure that there is at
least one blank row between the criteria values and
the list range.
3. In the rows below the column labels, type the criteria
that you want to match. Using the example, enter:
Type Salesperson Sales
="=Me*"
="=?u*"

4. Click a cell in the list range. Using the example, click


any cell in the list range A6:C10.
5. On the Data tab, in the Sort & Filter group,
click Advanced.

6. Do one of the following:


o To filter the list range by hiding rows that don't
match your criteria, click Filter the list, in-place
o To filter the list range by copying rows that match
your criteria to another area of the worksheet,
click Copy to another location, click in the Copy
to box, and then click the upper-left corner of the
area where you want to paste the rows.
Tip: When you copy filtered rows to another location, you can specify which columns to include
in the copy operation. Before filtering, copy the column labels for the columns that you want to
the first row of the area where you plan to paste the filtered rows. When you filter, enter a
reference to the copied column labels in the Copy to box. The copied rows will then include only
the columns for which you copied the labels.

7. In the Criteria range box, enter the reference for the


criteria range, including the criteria labels. Using the
example, enter $A$1:$B$3.

To move the Advanced Filter dialog box out of the


way temporarily while you select the criteria range,
click Collapse Dialog .

8. Using the example, the filtered result for the list


range is:
Type Salesperson Sales
Beverages Suyama $5,122
Meat Davolio $450
produce Buchanan $6,328

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