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Transform Data Sets Using Advanced Filter - Excel 2016

ExcelIsFun via YouTube

Overview

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Explore advanced filtering techniques in Excel 2016 through eight comprehensive examples. Learn to extract records using AND and OR logical tests, apply "Contains" criteria for partial text matching, and handle complex filtering scenarios. Discover how to filter data across different sheets, extract information for specific years using DATE and TEXT functions, and generate unique lists from columns. Master the creation of professional table reports with helper column formulas, utilizing AND and SEARCH functions for enhanced formatting. Finally, apply formula criteria to large datasets for efficient report generation. Gain hands-on experience with defined names, multiple filter applications, and advanced Excel functions to transform and analyze data effectively.

Syllabus

) Introduction to Advanced Filter.
) Extract Records based on AND Logical Test (AND Criteria). Comprehensive Example including Defined Names that are created and how to run the Advanced Filter a second or third time..
) Extract Records based on OR Logical Test (OR Criteria).
) Extract Records based on "Contains" Criteria ("Partial Text" Criteria).
) Advanced Filter with Complex Criteria.
) Advanced Filter Extract to Different Sheet. Extract Data for a given year. See how to create formulas to create criteria base on year. See the functions, DATE and TEXT..
) Advanced Filter to get a Unique List from Column.
) Advanced Filter with Helper Column Formula to Create Table Report with Professional and Neat Formatting and Page Setup. See the functions: AND and SEARCH..
) Advanced Filter with Formula Criteria on Large Data Set to Create Report.

Taught by

ExcelIsFun

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