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Managing and Analyzing Data in Excel 2010
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Creating custom filters


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Managing and Analyzing Data in Excel 2010

with Dennis Taylor

Video: Creating custom filters

In this worksheet consisting of scientific data, in Column B we see codes. If you work with coding structures you know how strange they can be sometimes. It just so happens that based on the codes that we're seeing here, we need to find those that have B in the second position, like this one, and then later the letter Q. Now, here is a Q right behind it. There might be some others. Here is a Q that's a few characters removed. We want to find all situations where B is the second letter and then later there's a Q. So let's apply a filter to this data. And click the drop arrow for Code, Text Filters > Custom Filter.
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  1. 1m 32s
    1. Welcome
      54s
    2. Using the exercise files
      38s
  2. 25m 18s
    1. Sorting from the Sort menu
      4m 37s
    2. Sorting from the toolbar
      4m 2s
    3. Multi-key sorting
      3m 4s
    4. Sorting based on the order of data in custom lists
      4m 44s
    5. Sorting by color font, color background, or icon
      3m 57s
    6. Sorting columns
      2m 11s
    7. Sorting data in random order
      2m 43s
  3. 19m 1s
    1. Using single- and multiple-column text filtering
      5m 8s
    2. Taking a look at special numeric filters
      1m 54s
    3. Harnessing special date filters
      2m 5s
    4. Creating a top-ten list by value or percent
      3m 11s
    5. Creating custom filters
      1m 40s
    6. Copying and sorting filtered lists
      3m 7s
    7. Recognizing the limitations of standard filtering
      1m 56s
  4. 11m 16s
    1. Setting up subtotals
      4m 20s
    2. Creating multiple levels and copying subtotals
      6m 56s
  5. 13m 22s
    1. Using the Advanced Filter for complex OR criteria
      4m 30s
    2. Using the Advanced Filter for complex multiple-field criteria
      5m 37s
    3. Using the Advanced Filter to create unique lists from repeating field data
      3m 15s
  6. 10m 44s
    1. Using the Remove Duplicates command
      2m 30s
    2. Using a specialized array formula to identify data that's been duplicated
      5m 10s
    3. Using an array formula to count the number of unique items in a list
      3m 4s
  7. 10m 31s
    1. Using SUMIF, COUNTIF, and related functions for quick data analysis
      6m 48s
    2. Using database functions like DSUM, DAVERAGE, and DMAX
      3m 43s
  8. 34s
    1. Next steps
      34s

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Managing and Analyzing Data in Excel 2010
1h 32m Appropriate for all Oct 27, 2011

Viewers: in countries Watching now:

In this course, Dennis Taylor shares easy-to-use database commands and methods for maintaining an Excel database. The course covers sorting, adding subtotals, auto-filtering, and using the Excel Advanced Filter feature and specialized database functions.

Topics include:
  • Multiple key sorting
  • Single and multiple column numeric filters
  • Creating a top-ten list with values or percentages
  • Setting up subtotals
  • Creating multiple-field criteria filters
  • Creating unique lists from repeating field data
  • Using the Remove Duplicates command
  • Finding duplicate data with specialized arrays
  • Counting the number of unique items in a list
  • Using SUMIF and COUNTIF functions
  • Working with the database functions such as DSUM and DMAX
Subjects:
Business Data Analysis
Software:
Excel
Author:
Dennis Taylor

Creating custom filters

In this worksheet consisting of scientific data, in Column B we see codes. If you work with coding structures you know how strange they can be sometimes. It just so happens that based on the codes that we're seeing here, we need to find those that have B in the second position, like this one, and then later the letter Q. Now, here is a Q right behind it. There might be some others. Here is a Q that's a few characters removed. We want to find all situations where B is the second letter and then later there's a Q. So let's apply a filter to this data. And click the drop arrow for Code, Text Filters > Custom Filter.

Not equals, but begins with, anything, we don't care what it begins with, and like in our previous example, question mark, then B is the second character. The asterisk symbol means 0, 1, or many characters. So after the B, either immediately or one or two or three or four characters later, a Q is going to cover all those situations. I'll click OK and in our results we see B in the second position in all of these.

Here the Q occurs immediately after the B. Here it's about four characters away. Here it's immediately after. Here it's two characters away. So in all cases. So just seeing one example of how you might use question mark and asterisk and sometimes together like we saw here, you see some very unusual constructions. So you can imagine the occasional need, particularly with code numbers, to pull out some very unusual data by way of a filter.

Find answers to the most frequently asked questions about Managing and Analyzing Data in Excel 2010.


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Q: Where can I learn more about Excel formulas?
A: Discover more on this topic by visiting Excel formulas on lynda.com.
 
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