4. Data filters

This lesson covers working with data filters.
A data filter makes it easy to search through data files.
Data filters are particularly useful with large data files such as a customer database.

The file Klanten is used for this lesson.
Here you can download the file Customers download.
The file can then be saved on your own computer. For example in "My Documents".

Open the file Klanten

Click the File tab and use the Open button to open the Klanten file you have just saved.

Figure 4.1 The Klanten file
An image without a description

The formatting

First we will add formatting to the table so that it looks neat.
Click the Home tab if it is not already active.

 

Figure 4.2 Home tab
Excel 2013 Start menu ribbon with formatting options.

Data filters can then be added to the table by clicking the "Format as Table" button.
Excel "Format as Table" button icon.

A list of formats opens.
Choose a format.

Figure 4.3 Choose a format
Excel table style selection menu, various options.

 

Figure 4.4 Check that the table is selected
Excel data selection with "Format as Table" dialog.

Check that the table has been selected correctly.
If all has gone well, the Format as Table window shows: =$A$1:$E$16
Click OK.

The result

Figure 4.5 Customer database with data filters
Excel table showing names, addresses, and cities.

Working with the data filter

In the previous exercise we added formatting and a data filter to the table.
In this exercise we are going to work with the data filter.

The formatting and the data filter have been added to the table.
The filter is visible in the row with the column headings.

Figure 4.6 The data filter
Excel table column headers with filter arrows.

Click the arrow next to Achternaam

Figure 4.7 Setting a filter for Surname
Excel filter icon next to "Achternaam" column.

Untick the (Select All) checkbox.
Tick the box next to Dirksen.


Figure 4.8 Select the desired filter
Excel filter menu for sorting and selecting data.

The result of the filter

Figure 4.9 Filter result
Excel table with names, addresses and postcodes.

There is now a small button with a filter icon next to Surname. This means that the Surname field has been filtered.

Click the button next to Achternaam again.
Select the option (Select All)
All customers are visible again.

Make a list of everyone from Hilversum or Amsterdam.

The result

Figure 4.10 Result of filtering on all people from Hilversum or Amsterdam
Excel table with Dutch address information shown.

Solution:

You filter on Hilversum and Amsterdam by clicking the arrow next to City.
Make sure that only Hilversum and Amsterdam are ticked.

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