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Advanced Filters in Excel

This utility of filters in Excel is an under-utilized feature. Often people filter data and copy it to another location.

This facility provides you the option to do the same with ease. It even allows you to apply formulas and conditions such as OR, AND. Let us look at the Advanced Filters in detail.

Advanced Filters in Excel

This utility of filters in Excel is an under-utilized feature. Often people filter data and copy it to another location.

This facility provides you the option to do the same with ease. It even allows you to apply formulas and conditions such as OR, AND. Let us look at the Advanced Filters in detail.

A desk with a keyboard, phone, and a chart

How to Use Advanced Filters?

Go to the Data ribbon and click on Advanced Filters in the Sort & Filter group.

Click on Advanced in the Sort & Filter Group in Data Tab
Click on Advanced in the Sort & Filter Group in Data Tab

Enter data in the dialog box that appears.

List Range: This is the data table where you want to apply filters

Criteria Range: This is where you define the criteria on basis of which the data will be filtered. In this example, we are filtering data of all the employees who are from the HR department

Copy to: Cell where the filtered data will be pasted

Options that need to be filled in the Advanced Filter Dialog Box
Options that need to be filled in the Advanced Filter Dialog Box

Once you enter these details after selecting the option to Copy to another location; press OK. The output is copied to F1 as shown below:

Filtered records are copied to another location
Filtered records are copied to another location

Advanced Filters with OR Condition

In case you want to filter with an OR condition, then you can write all the conditions in the Criteria range.

In the example given below the records where the employees are from the HR or Finance department will be filtered.

Apply OR condition by adding multiple rows of values
Apply OR condition by adding multiple rows of values

The Criteria range in the Advanced Filter dialog box should include the necessary rows, as illustrated below. The table containing the employee data is in the range A5 to D15.

Include all rows in the Criteria range for using OR condition with Advanced Filters
Include all rows in the Criteria range for using OR condition with Advanced Filters

Advanced Filters with AND Condition

There are times where there is a need to filter data satisfying multiple conditions. Advanced filters help you in achieving this easily.

In the given example if we want to find out the list of employees who are in the Production department AND have the designation as Manager. This AND condition can be written as below:

Provide values for different columns in the same row to apply AND condition in Advanced Filters
Provide values for different columns in the same row to apply AND condition in Advanced Filters

The Criteria range in the Advanced Filter dialog box should include the necessary rows, as illustrated below. The table containing the employee data is in the range A5 to D15.

The Criteria range should contain values for all the columns where the AND conditions needs to be applied
The Criteria range should contain values for all the columns where the AND conditions needs to be applied

Advanced Filters with Formulas

We have looked at how Advanced Filters work. We have also explored how to refine the filter criteria using the AND, OR operator. However, sometimes the conditions are such that you need to specify conditions beyond AND & OR.

In such cases, you could filter basis a formula. In the example if we want to filter for the employees who are above 40 years of age, then we can provide the formula for age as illustrated below:

Write the formula condition to apply formula in the advanced filters
Write the formula condition to apply formula in the advanced filters

The Criteria range in the Advanced Filter dialog box should include the necessary rows, as illustrated below. The table containing the employee data is in the range A5 to D15.

Provide the row that contains the formula expression to apply formulas in Advanced Filters
Provide the row that contains the formula expression to apply formulas in Advanced Filters


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