Excel lets you focus the data shown in a worksheet by creating different types of filters. In this movie, I’ll show you how to create several different types of filters.
- [Voiceover] The art of creating a dashboard…includes determining which data to include…and what to exclude.…Excel lets you focus the data shown in a worksheet…by creating different types of filters.…In this movie, I will show you how to create different…types of filters, including the very useful top ten filter.…My sample file is the filter workbook,…and you can find it in the chapter one folder of the…exercise files collection.…This workbook contains a worksheet with an Excel table…and you can see that I have five columns,…year, quarter, month, room type, and revenue…for my hotel operations, and also 48 rows of data.…
Let's say that I want to limit the data that appears…by selecting a specific room type.…For example, rather than having Cambridge…and Piccadilly data, I only want to see Piccadilly.…To create that filter, I would go to the Room Type…column header, and you can see the filter arrow here…at the right.…So if I click the filter arrow,…I will get the filter interface.…I can sort from A to Z or Z to A.…
Author
Curt Frye
Released
3/8/2017Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Managing data using Excel tables
- Managing PivotTables and PivotCharts
- Summarizing table and PivotTable data
- Defining conditional formats
- Creating sparklines
- Sketching your dashboard layout
- Creating and managing cell links
- Linking cell contents to a shape
- Linking to a PivotTable cell
- Extending your dashboard using hidden rows
Skill Level Beginner
Duration
Views
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Introduction
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Welcome43s
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1. Setting Up the Supporting Workbook
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Define conditional formats7m 39s
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Define icon set formats5m 33s
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Summarize data using charts10m 12s
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Create sparklines5m 3s
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2. Creating a Dashboard Worksheet
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Sketch your dashboard layout6m 20s
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Create and manage cell links7m 45s
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Link to a PivotTable cell4m 59s
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Conclusion
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Next steps1m 30s
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Video: Filter Excel table and PivotTable data