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AutoFilter in Excel

Excel contains a number of features for reducing data. Subtotals and PivotTables, for example, will take a large dataset and create a smaller, more manageable dataset. Each function uses a different method. Subtotals typically take a large number of rows and present only a single sum. PivotTable sums similar pieces of data and presents rows and columns of sums.

Another method of subsetting data is simply removing unwanted data from view! This is the method used by AutoFilter.

Go to the Data menu in Excel and you’ll see AutoFilter. In this graphic, you can see that AutoFilter presents a list of possible values to filter on. Here we click on CA to indicate that we only want to see rows of data that contain CA.



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Once we’ve clicked CA, a new window appears.



Note that only rows containing CA appear in this window. Also note that the downward facing arrow in column D is now blue instead of black. This indicates that the column is being used to filter data. As you may have guessed, you can use more than one column to filter data. Just be careful—too much filtering and you’ll have nothing left! Each time you filter, you hide more data.

The row numbers are also blue. The blue coloring indicates a filtered list.

Look at the row numbers themselves. The rows have not been renumbered. Row 4, rows 6-10, 12-27, etc. are currently hidden but they’re still there.

To turn off AutoFilter, just go back to the Data menu and click AutoFilter off. You’ll see that your spreadsheet is unchanged.
 

References

Journal of Accountancy Articles

Tweaking The Numbers

Block That Spreadsheet Error

Excel Security Issues


 

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