Filter results in excel

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The FILTER function allows you to filter a range of data based on criteria you define.

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In the following example we used the formula =FILTER(A5:D20,C5:C20=H2,»») to return all records for Apple, as selected in cell H2, and if there are no apples, return an empty string («»).

FILTER function - Filter Region by Product (Apple)

The FILTER function filters an array based on a Boolean (True/False) array.

=FILTER(array,include,[if_empty])

Argument

Description

array

Required

The array, or range to filter

include

Required

A Boolean array whose height or width is the same as the array

[if_empty]

Optional

The value to return if all values in the included array are empty (filter returns nothing)

Notes: 

  • An array can be thought of as a row of values, a column of values, or a combination of rows and columns of values. In the example above, the source array for our FILTER formula is range A5:D20.

  • The FILTER function will return an array, which will spill if it’s the final result of a formula. This means that Excel will dynamically create the appropriate sized array range when you press ENTER. If your supporting data is in an Excel table, then the array will automatically resize as you add or remove data from your array range if you’re using structured references. For more details, see this article on spilled array behavior.

  • If your dataset has the potential of returning an empty value, then use the 3rd argument ([if_empty]). Otherwise, a #CALC! error will result, as Excel does not currently support empty arrays.

  • If any value of the include argument is an error (#N/A, #VALUE, etc.) or cannot be converted to a Boolean, the FILTER function will return an error.  

  • Excel has limited support for dynamic arrays between workbooks, and this scenario is only supported when both workbooks are open. If you close the source workbook, any linked dynamic array formulas will return a #REF! error when they are refreshed.

Examples

FILTER used to return multiple criteria

In this case, we’re using the multiplication operator (*) to return all values in our array range (A5:D20) that have Apples AND are in the East region: =FILTER(A5:D20,(C5:C20=H1)*(A5:A20=H2),»»).

Using FILTER with the multiplication operator (*) to return all values in our array range (A5:D20) that have Apples AND are in the East region.

FILTER used to return multiple criteria and sort

In this case, we’re using the previous FILTER function with the SORT function to return all values in our array range (A5:D20) that have Apples AND are in the East region, and then sort Units in descending order: =SORT(FILTER(A5:D20,(C5:C20=H1)*(A5:A20=H2),»»),4,-1)

Using FILTER with the SORT function to return all values in our array range (A5:D20) that have Apples AND are in the East region, and then sort Units in descending order.

In this case, we’re using the FILTER function with the addition operator (+) to return all values in our array range (A5:D20) that have Apples OR are in the East region, and then sort Units in descending order: =SORT(FILTER(A5:D20,(C5:C20=H1)+(A5:A20=H2),»»),4,-1).

FILTER and SORT together - Filter by Product (Apple) OR by Region (East)

Notice that none of the functions require absolute references, since they only exist in one cell, and spill their results to neighboring cells.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

See Also

RANDARRAY function

SEQUENCE function

SORT function

SORTBY function

UNIQUE function

#SPILL! errors in Excel

Dynamic arrays and spilled array behavior

Implicit intersection operator: @

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The FILTER function «filters» a range of data based on supplied criteria. The result is an array of matching values from the original range. In plain language, the FILTER function will extract matching records from a set of data by applying one or more logical tests. Logical tests are supplied as the include argument and can include many kinds of formula criteria. For example, FILTER can match data in a certain year or month, data that contains specific text, or values greater than a certain threshold.

The FILTER function takes three arguments: array, include, and if_empty. Array is the range or array to filter. The include argument should consist of one or more logical tests. These tests should return TRUE or FALSE based on the evaluation of values from array. The last argument, if_empty, is the result to return when FILTER finds no matching values. Typically this is a message like «No records found», but other values can be returned as well. Supply an empty string («») to display nothing.

The results from FILTER are dynamic. When values in the source data change, or the source data array is resized, the results from FILTER will update automatically. Results from FILTER will «spill» onto the worksheet into multiple cells.

Basic example

To extract values in A1:A10 that are greater than 100:

=FILTER(A1:A10,A1:A10>100)

To extract rows in A1:C5 where the value in A1:A5 is greater than 100:

=FILTER(A1:C5,A1:A5>100)

Notice the only difference in the above formulas is that the second formula provides a multi-column range for array. The logical test used for the include argument is the same.

Note: FILTER will return a #CALC! error if no matching data is found

Filter for Red group

Filter on red group example

In the example shown above, the formula in F5 is:

=FILTER(B5:D14,D5:D14=H2,"No results")

Since the value in H2 is «red», the FILTER function extracts data from array where the Group column contains «red». All matching records are returned to the worksheet starting from cell F5, where the formula exists.

Values can be hardcoded as well. The formula below has the same result as above with «red» hardcoded into the criteria:

=FILTER(B5:D14,D5:D14="red","No results")

No matching data

The value for is_empty is returned when FILTER does not find matching results. If a value for if_empty is not provided, FILTER will return a #CALC! error if no matching data is found:

=FILTER(range,logic) // #CALC! error

Often, is_empty is configured to provide a text message to the user:

=FILTER(range,logic,"No results") // display message

To display nothing when no matching data is found, supply an empty string («») for if_empty:

=FILTER(range,logic,"") // display nothing

Values that contain text

To extract data based on a logical test for values that contain specific text, you can use a formula like this:

=FILTER(rng1,ISNUMBER(SEARCH("txt",rng2)))

In this formula, the SEARCH function is used to look for «txt» in rng2, which would typically be a column in rng1. The ISNUMBER function is used to convert the result from SEARCH into TRUE or FALSE. Read a full explanation here.

Filter by date

FILTER can be used with dates by constructing logical tests appropriate for Excel dates. For example, to extract records from rng1 where the date in rng2 is in July you can use a generic formula like this:

=FILTER(rng1,MONTH(rng2)=7,"No data") 

This formula relies on the MONTH function to compare the month of dates in rng2 to 7.  See full explanation here.

Multiple criteria

At first glance, it’s not obvious how to apply multiple criteria with the FILTER function. Unlike older functions like COUNTIFS and SUMIFS, which provide multiple arguments for entering multiple conditions, the FILTER function only provides a single argument, include, to target data. The trick is to create logical expressions that use Boolean algebra to target the data of interest and supply these expressions as the include argument. For example, to extract only data where one value is «A» and another is greater than 80, you can use a formula like this:

=FILTER(range,(range="A")*(range>80),"No data")

The math operation of addition (*) joins the two conditions with AND logic: both conditions must be TRUE in order for FILTER to retrieve the data. See a detailed explanation here.

Complex criteria

To filter and extract data based on multiple complex criteria, you can use the FILTER function with a chain of expressions that use boolean logic. For example, the generic formula below filters based on three separate conditions: account begins with «x» AND region is «east», and month is NOT April.

=FILTER(data,(LEFT(account)="x")*(region="east")*NOT(MONTH(date)=4))

See this page for a full explanation. Building criteria with logical expressions is an elegant and flexible approach that can be extended to handle many complex scenarios. See below for more examples.

Notes

  1. FILTER can work with both vertical and horizontal arrays.
  2. The include argument must have dimensions compatible with the array argument, otherwise FILTER will return #VALUE!
  3. If the include array includes any errors, FILTER will return an error.

Advanced filter in Excel provides more opportunities for managing on data management spreadsheets. It is more complex in settings, but much more effective in action.

Using a standard filter, a Microsoft Excel user can solve not all of the tasks that are set. There is no visual display of the applied filtering conditions. It is not possible to apply more than two selection criteria. You can not filter the duplicate values to leave only unique records. And the criteria themselves are schematic and simple. The functionality of the extended filter is much richer. Let’s take a closer look at its possibilities.



How to make the advanced filter in Excel?

The advanced filter allows you to analysis data on an unlimited set of conditions. With this tool, the user can:

  • to specify more than two selection criteria;
  • to copy the result of filtering to another sheet;
  • to set the condition of any complexity with the helping of formulas;
  • to extract the unique values.

The algorithm for applying the extended filter is simple.

  1. To make the table with the original data or to open an existing one. Like so:
  2. make the table.

  3. To create the condition table. The features: the header line is the same with the «cap» of the filtered table. To avoid errors, need to copy the header line in the source table and paste it on the same sheet (side, top, underarm) or on another sheet. We enter the selection criteria into the condition table.
  4. selection criteria.

  5. Go to the «DATA» tab — «Sort and filter» — «Advanced». If the filtered information should be displayed on another sheet (NOT where the source table is), then you need to run the extended filter from another sheet.
  6. Advanced.

  7. In the «Advanced Filter» window that opens, to select the method of processing information (on the same sheet or on the other one), set the initial range (the table 1, example) and the range of conditions (the table 2, conditions). The header lines must be included in the ranges.
  8. ranges.

  9. To close the «Advanced Filter» window, click OK. We see the result.

result.

The top table is the result of the filtering. The lower nameplate with the conditions is given for clarity near.



How to use the advanced filter in Excel?

To cancel the action of the advanced filter, we place the cursor anywhere in the table and press Ctrl + Shift + L or «DATA» — «Sort and Filter» — «Clear».

We will find using the «Advanced Filter» tool information on the values that contain the word «Set».

In the table of conditions we bring in the criteria. For example, these are:

bring in the criteria.

The program in this case will search for all information on the goods, in the title of which there is the word «Set».

Set.

To search for the exact value, you can use the «=» sign. We enter the following criteria in the condition table:

condition table.

Excel sees the «=» as a signal: the user will set the formula now. In order for the program to work correctly, the following should be written in the formula line: =»=Set of covers 6″.

After using the «Advanced Filter»:

After Advanced Filter.

We filter the source table by the condition «OR» for different columns now. The operator «OR» is also in the tool «AutoFilter». But there it can be used within the single column.

In the condition label we introduce the selection criteria: =»=Set of covers 6″. (In the column «Name of product») and = «<2.5$» (in the column «Price»). That is, the program must select those values that contain the EXACTLY information about the good «Set of covers 6 ». OR to the information about the goods, which price is <2.5.

which price.

Please note: the criteria must be written under the corresponding headings in the DIFFERENT lines.

DIFFERENT lines.

The result of selection:

result of selection.

The advanced filter allows you to use as a criterion of a formula. Let’s consider the example.

consider the example.

Selection of the line with the maximum indebtedness: =MAX(Table1[Debt]).

MAX.

So we get the results as after running several filters on the one Excel sheet.

How to make few filters in Excel?

Let’s create the filter by several values. To do this, we enter in the table of conditions several criteria for selecting data:

selecting data.

Apply the tool «Advanced Filter»:

Good.

Now from the table with the selected data we will extract new information, which was selected according to other criteria. There are only shipping date for autumn 2015 (from September to November). Example:

shipping date for autumn.

We introduce a new criterion in the condition table and apply the filtering tool. The initial range — is the table with data selected according to the previous criterion. This is how the filter is performed across on several columns.

To use few filters, you can create several condition tables on the new sheets. The method of implementation depends from the task which was set by user.

How to make the filter in Excel by lines?

By standard methods — you may not do it by any ways. Microsoft Excel selects data only in columns. Therefore, we need to look for other solutions.

Here are some examples of string criteria for the extended filter in Excel:

  1. Convert to the table. For example, from three rows make a list of three columns and apply the filtering to the transformed version.
  2. Convert to the table.

  3. Use formulas to display exactly the data in the string that are needed. For example, make some indicator drop-down list. And in the next cell, enter the formula using the IF function. When a certain value is selected from the drop-down list, its parameter appears next to it.

To give an example of how the filter works by rows in Excel, we are creating the label:

example.

For the list of products, we create the drop-down list:

drop-down list.

If necessary, learn how to create a drop-down list in Excel.

Above the table with the original data, we insert an empty line. In the cells, we introduce the formula that will show which columns the information is taken from.

formula.

Next to the drop-down list box, we enter the following formula:

Its task is select from the table those values, that correspond to a certain good.

Done.

Download examples of advanced filtering

Thus, using the tool «Drop-down list» and built-in functions Excel selects data in rows according to a certain criterion.

This post will guide you how to extracts matched values using FILTER function in Microsoft Excel 365. And also will introduce that how to use FILTER function with same examples in Excel 365.

Table of Contents

  • Excel Filter Function
  • Entering FILTER Formula in Excel
  • Excel filtering by a single criteria
    • Example 1: How to use a number as a filter
    • Example 2: How to filter in Excel by a cell value
    • Example 3: Using Excel’s text filter
    • Example 4: Using NOT EQUAL TO as a FILTER condition in Excel
    •  Example 5: How to use the date filter in Excel
    • Example 6: Filtering by date in Excel
    • Example 7: Filtering based on two Conditions
    • Example 8: Filtering Based on Two Conditions using OR Logic
    • Example 9: Filter Data in Excel from Another Sheet
    • Example 10: Providing Maximum Number of Rows of Filtered Data
  • Conclusion
    • Related Functions

The FILTER function “filters” a set of data according to the conditions specified. The outcome is an array of values that match those in the original range. Simply said, the FILTER function extracts matched records from a collection of data using one or more logical checks. The include argument specifies logical tests, which might encompass a wide variety of formula conditions. For instance, FILTER may match data from a given year or month, data containing specific content, or numbers above a specified threshold.

=FILTER(array,include,[if empty])

Three parameters are required for the FILTER function: array, include, and if empty.

Where:

  • Array – This is required argument. The range or array to filter is specified by array.
  • Include – This is required argument. Include one or more logical tests in the include These tests should return TRUE or FALSE depending on the array values evaluated.
  • If_empty – This is option argument. The last input, if empty, specifies the value to return if FILTER does not discover any matching values. Typically, this is a message along the lines of “No records found,” although other values may also be returned. To show nothing, provide an empty string (“”).

Entering FILTER Formula in Excel


FILTER provides dynamic results. When the values in the source data change or the size of the source data array changes, the FILTER results are updated automatically. The results of FILTER will “leak” into numerous cells on the worksheet.

To filter data in Excel using the FILTER function, follow these steps:

Step1: To begin your filter formula, enter =FILTER(.

Step2: Enter the address for the range of cells containing the data you want to filter, for example, A2:C10.

Step3: Type a comma, followed by the filter's condition, such as B2:B20>3 (To specify a condition, type the address of the “criteria column,” such as C1:C, followed by an operator symbol such as greater than (>), and finally the criterion, such as the number 3.

Step4: Complete the parenthesis with a closing parenthesis and then hit enter on the keyboard. Your full formula will appear as follows: =FILTER(A2:C10, B2:B20>3)

I’ll begin with the fundamentals of utilizing the FILTER function, and then demonstrate some more advanced uses of the FILTER function. This article discusses the FILTER function as a formula entered into spreadsheet cells, not the filter command accessible from the toolbar and pop-up menus.

While using the FILTER function in Excel is almost identical to using it in Google Sheets, there are some subtle variations.

Excel filtering by a single criteria


To begin, let’s review how to use Excel’s FILTER function in its simplest version, with a single condition/criteria.

I’ll demonstrate how to filter data using a number, a cell value, a text string, or a date… and I’ll also demonstrate how to utilize a variety of “operators” in the filter condition (Less than, Equal to, etc…).

Example 1: How to use a number as a filter


In this first demonstration of how to use the filter tool in Excel, we have a list of students and their grades and wish to create a filtered list of only students with flawless grades.

The assignment: Display a list of students and their grades, but only those who have earned an A.

The reasoning: Filter the range A2:B10 for values larger than 0.7 in the column B2:B10 (70 percent ). Then you can use the following FILTER formula,type:

=FILTER(A2:B10, B2:B10 >0.7)

excel filter function

Example 2: How to filter in Excel by a cell value


In this excel filter function example, we want to do the same thing as stated before, but rather than inputting the condition straight into the formula, we’re going to use a cell reference.

When you filter in Excel by a cell value, your sheet is configured in such a way that you may alter the value in the cell at any moment, which updates the value to which the filter criterion is tied.

In this example, rather than explicitly entering the value “0.8” into the formula, the filter criterion is set to cell G1, which contains the “0.8” value.

The assignment: Display a list of students and their grades, but only those with a score of less than 80%.

The reasoning: Filter the range A2:B10 to the extent that B2:B10 is smaller than the value supplied in column G1 (0.8).

You can use the following FILTER formula, type:

=FILTER(A2:B10, B2:B10 <G1)

excel filter function

Example 3: Using Excel’s text filter


In this example, we’ll utilize a text string as the filter formula’s criterion. This is fairly similar to using a number, except that the text to filter must be enclosed in quote marks.

We are filtering a list of customers and their payment status in this instance, and we want to present just customers with a payment status of “Payed“.

The objective is to provide a list of clients that have paid on their payments.

The reasoning: Filter the range A2:B6 by substituting the string “ Payed ” for B2:B6.

The following formula: In this example, the formula below is typed in the cell (E1).

=FILTER(A3:B12, B2:B6=" Payed ")

excel filter function

Example 4: Using NOT EQUAL TO as a FILTER condition in Excel


Now that you have a working knowledge of how to use the filter function in Excel, here is another example of filtering by a string of text, but this time we will use the “not equal” operator (<>) to demonstrate how to filter a range and return data that is NOT equal to the criteria you set.

Additionally, we will utilize a bigger data set in this example to show a more comprehensive usage of the FILTER function in the real world.

You may be surprised at how often a circumstance arises in which you need to filter data that is “not equal to” a certain number or piece of text.

In this example, we’ll use a report/spreadsheet to display data from sales calls that occur at your organization, and we’ll filter the data to exclude a certain sales person (Scott) from the result.

The assignment: Display sales call statistics for all sales representatives except ” Scott “.

The reasoning: Filter the range A2:C10 for values A2:A10 that DO NOT match the string “Scott “.

The following formula: In this example, the formula below is typed in the cell (E1).

=FILTER(A2:C10, A2:A10 <>"Scott")

excel filter function

Take note that the filtered data on the right side of the figure above does not include any of Scott ‘s rows/calls.

 Example 5: How to use the date filter in Excel


Filtering in Excel by a date may be accomplished in a few different methods, which I will demonstrate below. If you attempt to put a date into the FILTER function in the same way that you would typically type into a cell, the formula will fail to operate properly.

Therefore, you may either enter the date you want to filter into a cell and then reference that cell in your formula… Alternatively,  you may use the DATE function.

When filtering by date, the same operators (>, =, etc…) are available as they are in other FILTER function applications. Each individual day/date in Excel is merely a number that has been formatted differently. In Excel, for example, the date “01/30/2022” is just the serial number “44591” formatted as a date. Each time you add a day to the calendar, this number increases by one… For example, “44591” “44592” “44593”

Thus, if one date is farther in the future, it might be regarded “greater than” another. In contrast, if one date is farther in the past, it might be considered to be “less than” another.

In this example, we’ll use a cell reference to filter on a date. This is identical to the example discussed in Example 2, except that we are dealing with dates instead of percentages.

Consider the following scenario: we want to filter a list of students, their exam results, and the dates on which the tests were administered… and we wish to display only tests conducted before to June (05/01/2022).

=FILTER(A2:C10, C2:C10 <G1)

excel filter function

Example 6: Filtering by date in Excel


In this example of date filtering in Excel, we’ll use the same data as in the previous one and attempt to obtain the same results… however, instead of referencing a cell, we’ll utilize the DATE function, which allows you to put the date straight into the FILTER function.

When using the DATE function to provide a date, you must first input the year, followed by the month and finally the day… each denoted with a comma (shown below).

The assignment: Display only exams given before to May

The reasoning: Filter the range A2:C10 so that C2:C10 is less than or equal to the date (05/01/2022).

The following formula: In this example, the formula below is typed in the cell (D3).

=FILTER(A2:C10,C2:C10<DATE(2022,5,1))

excel filter function

Example 7: Filtering based on two Conditions


When utilizing the Excel FILTER function, you may want to produce data that fits many criteria. I’ll demonstrate two methods for filtering by several criteria in Excel, depending on the scenario and the desired behavior of the calculation.

The conventional method of adding another condition to your filter function (as shown by the Excel formula syntax) allows you to provide a second condition, where both the first AND second conditions must be fulfilled in order for the filter output to be returned.

However, I will demonstrate how to make a little tweak to the function so that you may choose to return/display in the filter function’s output/destination a second condition where EITHER condition might be satisfied. (To utilize AND logic, separate the conditions with an asterisk, or use a plus symbol to separate the criteria.)

In this example, we’re going to filter a collection of data and show those rows that satisfy BOTH the first and second conditions.

To utilize a second condition in this manner (using AND logic), just insert it after the first condition in the formula, separated by an asterisk (*). Each condition must be included in a separate pair of parentheses.

When a filter formula is used with several conditions, the columns referenced in each condition must be distinct.

In this case, we’d want to filter a list of clients based on their payment status and region… and to display those customers who are both current members AND paid on their payment status.

The objective is to provide a list of customers who are paid on payments, but only those who are in East region.

The reasoning: Filter the range A2:C6 such that B2:B6 equals the text “Paid,” AND C2:C6 equals the text “East“.

The following formula: In this example, the formula below is typed in the blue cell (E1).

=FILTER(A2:C6,( B2:B6="Paid")*( C2:C6 ="East"))

excel filter function

Example 8: Filtering Based on Two Conditions using OR Logic


In this example, we’re going to filter a collection of data and show those rows that satisfy either the first OR the second criterion.

To utilize a second condition in this manner (using OR logic), just insert it after the first condition in the formula, separated by a plus sign. Each condition must be included in a separate pair of parentheses (shown below).

When used in this manner, the FILTER formula allows you to choose criteria from the same or separate columns.

In this case, we’re filtering the same customer data as in the previous example, but this time we’re displaying a list of customers who either are in East region OR have paid on a payment. This will generate a list of clients to whom a payment notification have paid… whether they are current members or east region who have paid on their last payment.

The objective is to provide a list of customers who are in East region, as well as customers who have paid on payments regardless of whether they are in East region.

The following formula: In this example, the formula below is typed in the cell (E1).

=FILTER(A2:C6, (B2:B6="Paid ")+(C2:C6=" East ")

excel filter function

Example 9: Filter Data in Excel from Another Sheet


You may often encounter instances in Excel when you need to filter data from another sheet, where your raw unfiltered data is on one tab and your filter formula is on another sheet.

This may be accomplished by simply referring to a certain sheet’s name when providing the filter’s ranges. Thus, while you would typically give a range such as “A1:B4,” when referring another sheet when filtering, you indicate the sheet name by preceding the range with the sheet name and an exclamation mark, as in “SheetName!A1:B4“.

However, if the sheet name contains a space, an apostrophe must be used before and after the sheet name, as in "Sheet Name!" A1:B4.

The following is an example of how to filter data in Excel from a separate sheet, where the filter formula is located on a different sheet than the source range.

Consider the following scenario: On one sheet, you have a list of customers and their payment status, and you wish to present a filtered list of  paid customer on another sheet.

The job is to filter the list of customers on the Sheet3 and to display a separate list of customer names with a pay status on another worksheet.

The reasoning: Filter the range using the Sheet3 command! A2:C6, where ‘ Sheet3′ is the range! B2:B6 corresponds to the phrase “Paid“.

The following formula: In this example, the formula below is typed in the cell (A3).

=FILTER(Sheet3! A2:C6, Sheet3!B2:B6="Paid")

excel filter function

Example 10: Providing Maximum Number of Rows of Filtered Data


If your FILTER formula provides a large number of rows but your worksheet is restricted in space and you are unable to erase the data below, you may limit the amount of rows returned by the FILTER function.

Let us demonstrate how it works using a simple formula that filter data that grade is less than 0.7 from filter value in Cell F1:

=FILTER(A2:C10, B2:B10<F1)

excel filter function

The preceding formula produces all records that it discovers, in this instance five rows. However, imagine you only have room for two. To output just the first two rows discovered, follow these steps:

Step1: Incorporate the FILTER formula into the INDEX function’s array parameter

Step2: Use a vertical array constant such as 1;2 as the row num input to INDEX. It specifies the number of rows to return (2 in our case).

Step3: Use a horizontal array constant such as 1,2 for the column num parameter. It defines the columns that should be returned (the first 2 columns in this example).

Step4: To account for any mistakes caused by the absence of data meeting your criteria, you may wrap your calculation in the IFERROR function.

The entire excel filter formula is as follows:

=IFERROR(INDEX(FILTER(A2:C10, B2:B10<F1), {1;2},{1,2}), "No Found")

excel filter function

Conclusion


This section discusses the FILTER function and its many uses. In general, when it comes to time management, we need this feature for a variety of reasons. I demonstrated various techniques with accompanying examples, however there might be countless further iterations based on a variety of circumstances. If you know of another way to use this function, please share it with us.


  • Excel IFERROR function
    The Excel IFERROR function returns an alternate value you specify if a formula results in an error, or returns the result of the formula.The syntax of the IFERROR function is as below:= IFERROR (value, value_if_error)….
  • Excel INDEX function
    The Excel INDEX function returns a value from a table based on the index (row number and column number)The INDEX function is a build-in function in Microsoft Excel and it is categorized as a Lookup and Reference Function.The syntax of the INDEX function is as below:= INDEX (array, row_num,[column_num])…

What is Filter in Excel?

The filter in excel helps display relevant data by eliminating the irrelevant entries temporarily from the view. The data is filtered as per the given criteria. The purpose of filtering is to focus on the crucial areas of a dataset. For example, the city-wise sales data of an organization can be filtered by the location. Hence, the user can view the sales of selected cities at a given time.

A filter is necessarily required when working with a huge database. Being a widely used tool, the filter converts a comprehensive view into an easy-to-understand one. To apply filters, the dataset must contain a header row which specifies the name of every column.

Table of contents
  • What is Filter in Excel?
    • How to Filter in Excel?
      • Method 1: With Filter Option Under the Home tab
      • Method 2: With Filter Option Under the Data tab
      • Method 3: With the Shortcut key
    • How to Add Filters in Excel?
      • Example #1–“Number Filters” Option
      • Example #2–“Search Box” Option
    • Option while you Drop Down the Filter Function
    • The Techniques of Filtering in Excel
    • Frequently Asked Questions
    • Recommended Articles

How-to-Filter-in-Excel

How to Filter in Excel?

You can download this Filter Column Excel Template here – Filter Column Excel Template

It is good to work with filters because they fit our needs the way we want to. In order to filter data, select the entries to be visible and deselect the rest of the items.

The three methods to add filters in excel are listed as follows:

  1. With filter option under the Home tab
  2. With filter option under the Data tab
  3. With the shortcut key

Let us consider a dataset to go through the three methods of adding filters.

The following table shows the invoices issued to the buyers of different cities. We want to filter the data using different methods.

How to Filter in Excel Example 1

Method 1: With Filter Option Under the Home tab

In the Home tab, there is a “filter” option under the “sort and filter” drop-down of the “editing” section, as shown in the following image.

 Example 1.1

Step 1: Select the data and click “filter” under the “sort and filter” drop-down.

How to Filter in Excel Example 1.2

Step 2: The filters are added to the selected data range. The drop-down arrows, shown within the red boxes in the following image, are filters.

Example 1.3

Step 3: Click the drop-down arrow of the column “city” to view the different names of the cities.

How to Filter in Excel Example 1.4.0

Step 4: To see the invoice values of “Delhi” only, select “Delhi” and uncheck all the remaining boxes.

Example 1.5

Step 5: The data for the city “Delhi” is filtered and displayed in the following image.

How to Filter in Excel Example 1.6

Method 2: With Filter Option Under the Data tab

In the Data tab, there is a “filter” option under the “sort and filter” section, as shown in the following image.

Example 1.7

Method 3: With the Shortcut key

The keyboard shortcutsAn Excel shortcut is a technique of performing a manual task in a quicker way.read more are a good way to speed up the daily tasks. Select the data and add the filter using either of the following shortcuts:

  • Press the keys “Shift+Ctrl+L” together.

How to Filter in Excel Example 1.19

  • Press the keys “Alt+D+F+F” together.

How to Filter in Excel Example 1.18

Note: The preceding shortcuts for adding filtersUsing sorting and filtering, we can see the data category wise. With filtering data quickly you can easily navigate through menus or clicking through a mouse in less time.read more are toggle keys. Repetitive pressing helps to turn on and turn off the filters.

How to Add Filters in Excel?

We can filter numbers using advanced techniques. Let us consider some examples to understand the working of filters in Excel.

Example #1–“Number Filters” Option

Working on the data under the preceding heading (methods of filtering in Excel), we want to apply the following filters:

a. To filter column B (invoice value) for numbers greater than 10000

b. To filter column B for numbers greater than 10000 but less than 20000

Let us go through the two cases one by one.

a. Filter numbers greater than 10000

Step 1: Open the filter in column B (invoice value) by clicking on the filter symbol.

Step 2: In “number filters,” choose the “greater than” option, as shown in the following image.

How to Filter in Excel Example 1.8

Step 3: The “custom autofilter” box appears.

Example 1.9.0

Step 4: Enter the number 10000 in the box to the right of “is greater than.”

How to Filter in Excel Example 1.10

Step 5: The output displays the invoice values greater than 10000. The symbol within the red box is the filter icon. It indicates that the filter has been applied to column B.

Example 1.11

b. Filter numbers greater than 10000 but less than 20000

Step 1: In “number filters,” choose the “greater than” option.

Step 2: In the “custom autofilter” box, select “is less than” in the second box to the left-hand side. This is shown in the following image.

How to Filter in Excel Example 1.12

Step 3: Enter the number 10000 in the box to the right of “is greater than.” Enter the number 20000 in the box to the right of “is less than.”

 Example 1.13

Step 4: The output displays the invoice values greater than 10000 but less than 20000.

How to Filter in Excel Example 1.14

Example #2–“Search Box” Option

Working on the data under the preceding heading (methods of filtering in Excel), we have replaced the first column (city) with product IDs.

We want to filter the details of product ID “prd 1.”

The steps are listed as follows:

Step 1: Add filters to the columns “product ID” and “invoice value.”

Example 1.15

Step 2: In the search boxA search box in Excel finds the needed data by typing into it, then filters the data and displays only that much info. When working with large datasheets, this simple tool may save a lot of time.read more, enter the value that is to be filtered. So, enter “prd 1.”

How to Filter in Excel Example 1.16

Step 3: The output displays only the filtered value from the list, as shown in the following image. Hence, we can see the invoice value of the product ID “prd 1.”

Example 1.17

Option while you Drop Down the Filter Function

  1. Sort A to Z and Sort Z to A: If you wish to arrange your data ascending or descending order.
  2. Sort by Color: If you want to filter the data by color if a cell is filled by color.
  3. Text filter: When you want to filter a column with some exact text or number.
  4. Filter cells that begin with or end with an exact character or the text
  5. Filter cells that contain or do not contain a given character or word anywhere in the text.
  6. Filter cells that are exactly equal or not equal to a detailed character.

For example:

  • Suppose you want to use the filter for a specific item. Click on to text filter and choose equals.

example 1.7

  • It enables you the one dialogue, which includes a Custom Auto-Filter dialogue box.

example 1.8

  • Enter fruits under category and click Ok.

example 1.9

  • Now you will get the data of fruits category only as shown below.

example 1.10

The Techniques of Filtering in Excel

The following techniques must be followed while filtering data:

  • If the dataset is large, type the value to be filtered. This filters all the possible matches.
  • If numerical data has to be filtered by specifying the greater than or the less than number, use the “number filters” option.
  • If data has to be filtered by the color of specific rows, use the “filter by color” option.

Frequently Asked Questions

1. What are filters and how to add them in Excel?

Filtering is a technique which displays the required information and removes the unwanted data from the view. It helps the user focus on the relevant data at a given time.

The steps to add filters in Excel are listed as follows:
• Ensure that a header row appears on top of the data, specifying the column labels.
• Select the data on which filters are to be added.
• Add filters by any of the three given methods.
o Click the “filter” option under the “sort and filter” (editing section) drop-down of the Home tab.
o Click the “filter” option under the “sort and filter” section of the Data tab.
o Press the keys “Shift+Ctrl+L” or “Alt+D+F+F.”

Note: As soon as the filters are added, a drop-down arrow appears on the particular column header.

2. How to apply filters to one or more columns?

The steps to apply filters to one or more columns are listed as follows:
• Click the drop-down arrow of the column to be filtered.
• Uncheck the “select all” option which helps deselect all data.
• Select the boxes to be displayed.
• Click “Ok.”
The drop-down arrow changes to the filter icon as soon as a filter is applied. When filters are applied to multiple columns, the filter icon appears on each one of them. Hovering over the filter icon shows the filters that have been applied.

Note: The drop-down arrow on a column header indicates a filter is added. The filter icon indicates a filter has been applied.

3. How to use filters in Excel?

The filters can be applied to numbers, text values, and dates. These cases are discussed as follows:
Filter numbers
• Click on the “number filters.”
• Select any of the options like “equals,” “does not equals,” “greater than,” “less than,” “between,” “above average,” and so on.
• Specify the required fields in the dialog box that appears. This box may or may not be displayed.

For instance, in “equals,” enter the number against which the values should be compared. The filtered results show the matching numerical values.

Filter text and date values
• To filter text and date values, select “text filters” and “date filters” from the respective drop-down arrows.
• The “text filters” allow filtering text strings which contain specific characters or words. The “date filters” allow filtering dates for a particular year, month, week, and so on.

Note: The “plus” and the “minus” sign of the date filters are used for expanding and collapsing the various levels respectively.

Recommended Articles

This has been a guide to Filter in Excel. Here we discuss how to use/add filters in excel along with step by step examples and a downloadable template. You may learn more about Excel from the following articles –

  • VBA FilterThe VBA Filter tool is used to sort out or fetch the desired data. However, this function accepts optional arguments, and the only required argument is an expression that covers the range, such as worksheets(«Sheet1»). Range(“A1”).read more
  • How to Filter Pivot Table?By right-clicking on the pivot table, we can access the pivot table filter option. Another approach is to use the filter options available in the pivot table fields.read more
  • Advanced Filter in ExcelThe advanced filter is different from the auto filter in Excel. This feature is not like a button that one can use with a single click of the mouse. To use an advanced filter, we have to define criteria for the auto filter and then click on the “Data” tab. Then, in the advanced section for the advanced filter, we will fill our criteria for the data.read more
  • Types of Filters in Power BIThe filter function in Power BI is more commonly used to read data or reports based on multiple criteria. Visual level filters, page-level filters, report-level filters, drill-through filters, and so on are all available filters in Power Bi.read more

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