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basic training excel - Creating a custom filter on separate sheets

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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:

Create Equations in Excel 2010

Here's how to create basic mathematical
equations in your Excel 2010 worksheet.

1) On the Ribbon, click the Insert tab
2) In the Symbols group, click the arrow next to Equation
3) Select from the equations and the equation will be inserted in a text box

Or you can create your own equation:

1) Insert and select the text box
2) On the Ribbon, click the Insert tab
3) In the Symbols group, click Equation
4) The Equation Tools Design Ribbon will now be displayed

View all Excel hints and tips

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