Filtering the invoice table to find current items


show more Filtering the invoice table to find current items provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices show less
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Filtering the invoice table to find current items

When you generate an invoice for a customer, you don't want to run an invoice for every order they've ever made. Instead, you want to create a new invoice for just the new orders within a given time period. In this movie, I will show you how to filter Excel tables and you can use those skills to filter PivotTables as well. In this case, I have my Invoice table and I have all of the invoices that I have created and also any dates that they might have been paid. Now, let's say that I wanted to filter my table so that I only see invoices that were due in the first half of 2009, that is from January 1, 2009, to June 30, 2009.

To do that, I can click the InvoiceDueDate column's down arrow, point to Date Filters and click Between. Now, I can create my dates between which I want to see the data, so for the Date Picker I will go back to 1/1/2009 and for here, I will just type in 6/30/2009. Everything looks good. Click OK. And I see those two invoices. To remove the filter, I can cl...

Filtering the invoice table to find current items
Video duration: 2m 4s 42m 37s Intermediate

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Filtering the invoice table to find current items provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices

Subject:
Business
Software:
Excel
Author:
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