Thursday, August 11, 2011

Saving the Filter Criterias in Excel - Custom Views

Recently I got a large amount of data in excel which keeps growing and based on some scenarios I need to apply different filters to it. I had been looking for some way to save these filters as a custom view or the typical IE "Favorites" kind of view.

So for example, If I have a sheet with some sales data in it and I keep filtering on the Country and Total Sales>1Million. I also sort and filter on the Country and Sales Person sometimes to get a second view. Now to do this each time is going to be tedious especially when the number of filters increase.

Almir suggested a great way to do it using Custom Views, which basically help you save your filters and toggle between them when required. To create a Custom View,
1. Clear all filters
2. Go to "Views" and Click "Custom Views"
3. Click on "Add", give the view a name "No Filters" and say "OK"

4. Now apply the required filters and Repeat steps 1 to 3 by giving the view the desired name, say "Applicable Filter"


To toggle between multiple views, go to "Custom Views" where you will be able to see and apply all the views that you have created earlier.

To make life a little easier for novice excel users, you can also write a macro which does this and attach it to a button or drop down list on the sheet. So that they just have to choose the filter name from the drop down and it would get applied. But for a individual user, Custom Views are the best option!