Tag Archives: Tip

Excel: Filtering in action

SortandFilter
Finding the Filtering button

Since Excel 2007, the Filter tool has been on the Home ribbon, under the Sort and Filter drop-down. The Filter tool can be applied to any spreadsheet where every row is a new record. Excels’ guesses about what and how to filter will be more accurate if the data has a header row. Your (human) life will be easier if you give that row a little formatting to make it stand out from the data.

If your data has gaps, select all the data (including the header row) and apply the filter. Once the filter has been applied, little triangles will appear beside each header label.

Filtering Drop-Down panel
Filtering Drop-Down panel

Now you can use each header to filter the data.  Click on the filter drop-down and the panel will open as you can see in the picture above. Clear the check boxes beside the entries you don’t want to see. Then click the OK button. You can spot filtered data, because the row headers will be bright blue (and row numbers will be missing as data is filtered out). The columns where filtering is applied will have a filter icon (circled in red in the picture).

Filtering Applied
Filtering Applied

Once the filters are in place, I can filter out blanks or filter blanks in to find openings in our social media schedule. I can quickly look for Posts and Tweets with images, to ensure the image information is present. I can filter down to a single subject. All of these filters make managing my posting schedule MUCH easier.

Home On The Range

Sometimes, when you’re teaching, its’ not about the complexity of the subject. Sometimes its a very simple piece of information that students get the most “mileage” out of.

When I’m teaching students MS Excel, the simplest thing that I teach them about is Named Ranges. Its the  simplest thing to talk about, but the uses for ranges go on and on.

Excel Spreadsheet Example
A plain spreadsheet.

Above you see a standard Excel spreadsheet. Adding a range name or two (or ten) can help make it much easier to work with.

Adding a Range name to the Cell Address box.
Type the range name into the Cell Address box. Press Enter when done.

A range name can refer to a single cell or a group of cells, here I’ve selected the cell containing the total for the six month period (H11).

Click into the Cell address box (circled in red) and type in the desired name. There are some simple rules about naming ranges; the name can’t start with a number, can’t look like a cell reference (imagine how confusing that would be) and can’t use spaces and special characters (notice I’ve used an underscore to separate words). But after that it is up to you, to make your range name meaningful.

Adding a range name to a group of cells
Adding a range name to a group of cells.

If you are going to add a range name to a group of cells, select them and type the name into the cell address box. The most frequent mistake students make at this point, is that they forget to press the Enter key to confirm the range name.

Now, how do you use these range names?

Navigating your spreadsheet using range names.
Navigating your spreadsheet using range names.

First, you can quickly jump to your named ranges by using the drop-down menu. When you click on the drop-down menu in the cell address box, you’ll see a list of all the ranges you’ve added to your spreadsheet. Regardless of what sheet they are on. So you can use this to quickly jump to those cells that you work with again and again.

Range Names can replace cell references in formulas
Range Names can replace cell references in formulas.

Second, you can replace cell references in a formula with range names. Does =SUM(January) seem easier to read and understand than =SUM(B2:B10)? Then a formula that uses range names will make your spreadsheets easier to read.

Third, you can use range names in conjunction with all sorts of other Excel tools. As an example, try using range names with the Data Validation tool.

A Named Range provides the source for this data validation list.
A Named Range provides the source for this data validation list.

In the sample above, a range name provides the source list for a drop-down list.

Data Validation Result
Data Validation Result

Resulting in this drop-down list. The list will update as the list of animals changes on Sheet1.

This is a more elegant solution for using drop-down lists, since it means your source lists can be kept on another sheet, and not clutter up the working area. This is something that is impossible to do, without using a range name.

So faster navigation, easy to read formulas and access to more powerful features in Excel. What’s not to love about range names?