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Harnessing special date filters

From: Managing and Analyzing Data in Excel 2010

Video: Harnessing special date filters

In this worksheet called ApplianceSales, there are about 900 records and it covers data over a two-year period. And let's imagine that our filtering needs revolve around Column E, what's happening in the Date column. Let's apply the filter by going to the Data tab, clicking Filter. If you have worked with date filtering in the past, it's been one of the more cumbersome capabilities of Excel in the filter arena and very often in prior versions you needed to go into the so- called Advanced Filter to get these done.

Harnessing special date filters

In this worksheet called ApplianceSales, there are about 900 records and it covers data over a two-year period. And let's imagine that our filtering needs revolve around Column E, what's happening in the Date column. Let's apply the filter by going to the Data tab, clicking Filter. If you have worked with date filtering in the past, it's been one of the more cumbersome capabilities of Excel in the filter arena and very often in prior versions you needed to go into the so- called Advanced Filter to get these done.

I am going to click the drop arrow here and you will of course see date filters, just as we might have seen numeric filters or text filters, but huge expansions here. And imagine, perhaps thinking of your data, how you might use some of these filters to narrow down the data from certain months or weeks or quarters, and don't overlook the second to last choice here. All Dates in the Period. Now, I remember distinctly how in prior versions if you wanted to get data just from July and the data might have covered multiple years, this was not easy. Now it is.

I'm going to click July and we're seeing July data. There it is for 2011, there it is for 2010. It isn't necessarily sorted,. Maybe that has to do with how the data appeared ahead of time, but it's so easy to get to. And let's not overlook, also as we click this drop arrow, choose Date Filters, maybe we want to see the data from a certain quarter, and possibly next quarter, this quarter, or last quarter, but once again, going down to the second last choice here, how about just the data for Quarter 3 over the two-year period? And here too we might or might not want to sort the data, but we're seeing the data there for September and then August and July and so on and so on.

Maybe we want to sort on opposite order, but you get the idea here. Out of all our records here, 229 out of the 909 are from the third quarter, and it's so easy to get to with this new enhanced datefilter. Anybody who works with date type data will really appreciate the huge advances here with this capability.

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This video is part of

Image for Managing and Analyzing Data in Excel 2010
Managing and Analyzing Data in Excel 2010

27 video lessons · 22660 viewers

Dennis Taylor
Author

 
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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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