Excel Advanced Filter or Criteria | How to use advanced filter in excel | Dynamic Filter

Published: 15 June 2022
on channel: Brain Up
143,850
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Excel Advanced Filter or Criteria | How to use advanced filter in excel | Dynamic Filter


When you use the Advanced Filter, you need to enter the criteria on the worksheet. Create a Criteria range (blue border below for illustration only) above your data set. Use the same column headers. Be sure there's at least one blank row between your Criteria range and data set.

Advanced Filter in Excel
Advanced Filter in excel is the next level filter option available in the Data menu tab under Sort & filter section, which is used to filter the selected data as per the criteria we set for this. For this, first, we need to scrub the data by removing the blank cell, keeping the header to all the columns. To advance filter, we need to define criteria by which we need to filter the data, and the criteria should be placed in separated cells from the table. Once we select the Advanced Filter Option, select the complete range we want to filter, then select the cell where we defined the criteria.

What is the difference between regular and advanced filter?

You can use the advanced filter for more complex criteria filtering. (I will explain in detail with an example.)
A regular filter will filter data on the existing dataset, while with the latter, you can extract data to some other location keeping original data intact.
The advanced filter can be used to extract unique entries in our dataset.
Regular Filter is a sequential filter viz. you can’t use multiple criteria simultaneously to extract records from one dataset; you have to extract data satisfying each criterion, ultimately leading to duplicity.
E.g. If you want to extract records where Reporting Manager is “Aakash Harit” or Employee name is “Vishal Kumar”, you have to extract data 2 times using a regular filter, first data having Aakash Harit is RM, and second, when Emp name is Vishal while using an advanced filter, you can extract all unique records in one go.

How to Use Advanced Filter in Excel?
This Advanced Filter is very simple easy to use

The Excel AutoFilter feature allows you to narrow your data based on certain criteria and extract records that match those criteria. To turn on a filter, select the cells with data that you want to filter, click the Data tab in the Ribbon, and then click Filter. Dropdown arrows will appear on the column headings, giving you options to filter the data based on the criteria you are searching for.

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.

In addition to AutoFilter, you can create a custom filter by using the Advanced Filter tool. Advanced Filter allows you to generate a unique list of items and extract those items to another place in your worksheet or workbook.

Advanced Filter has several useful features. It allows you to apply several filter criteria simultaneously to the entire data file, which AutoFilter does not. It also lets you easily change the criteria by typing new values directly into the criteria cells. Additionally, Advanced Filter enables you to copy the filtered data to a specified area within the same worksheet or a different worksheet rather than just filter the data within the original data file. This can be very helpful with a large data file such as a gradebook.

Here's an example of how you can use Advanced Filter. Suppose that you want to identify each student with an A for the midterm grade in section 1 of your class so that you can email those students and invite them to an honors banquet, but you have a merged gradebook. You can use the Advanced Filter function to filter this information and copy it into a separate area of the worksheet or a new worksheet for further analysis.

A best practice is to start by inserting several rows above your dataset. In the screenshot below, we have added seven rows above the original data.

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