Which Excel feature is used to display only those rows that meet specified criteria?

Watch Video – Excel Advanced Filter

Excel Advanced Filter is one of the most underrated and under-utilized features that I have come across.

If you work with Excel, I am sure you have used (or at least heard about the regular excel filter). It quickly filters a data set based on selection, specified text, number or other such criteria.

In this guide, I will show you some cool stuff you can do using the Excel advanced filter.

• But First… What is Excel Advanced Filter?
• EXCEL ADVANCED FILTER (Examples)
  • Example 1 – Extracting a Unique list
  • Example 2 – Using Criteria in Excel Advanced Filter
  • Example 3 – Using WILDCARD Characters in Advanced Filter in Excel

But First… What is Excel Advanced Filter?

Excel Advanced Filter – as the name suggests – is the advanced version of the regular filter. You can use this when you need to use more complex criteria to filter your data set.

Here are some differences between the regular filter and Advanced filter:

• While the regular data filter will filter the existing dataset, you can use Excel advanced filter to extract the data set to some other location as well.
• Excel Advanced Filter allows you to use complex criteria. For example, if you have sales data, you can filter data on a criterion where the sales rep is Bob and the region is either North or South (we will see how to do this in examples). Office support has some good explanation on this.
• You can use the Excel Advanced Filter to extract unique records from your data (more on this in a second).

EXCEL ADVANCED FILTER (Examples)

Now let’s have a look at some example on using the Advanced Filter in Excel.

Example 1 – Extracting a Unique list

You can use Excel Advanced Filter to quickly extract unique records from a data set (or in other words remove duplicates).

In Excel 2007 and later versions, there is an option to remove duplicates from a dataset. But that alters your existing data set. To keep the original data intact, you need to create a copy of the data and then use the Remove Duplicates option. Excel Advanced filter would allow you to select a location to get a unique list.

Let’s see how to use an advanced filters to get a unique list.

Suppose you have a dataset as shown below:

As you can see, there are duplicate records in this data set (highlighted in orange). These could be due to an error in data entry or result of data compilation.

In such a case, you can use Excel Advanced Filter tool to quickly get a list of all the unique records in a different location (so that your original data remains intact).

Here are the steps to get all the unique records:

This will instantly give you a list of all the unique records.

Caution: When you are using Advanced Filter to get the unique list, make sure you have also selected the header. If you don’t, it would consider the first cell as the header.

Example 2 – Using Criteria in Excel Advanced Filter

Getting unique records is one of the many things you can do with Excel advanced filter.

Its primary utility lies in its ability to allow using complex criteria for filtering data.

Here is what I mean by complex criteria. Suppose you have a dataset as shown below and you want to quickly get all the records where the sales are greater than 5000 and the region is the US.

Here is how you can use Excel Advanced Filter to filter the records based on the specified criteria:

This would instantly give you all the records where the region is the US and the sales are more than 5000.

The above example is a case where the filtering is done based on two criteria (US and sales greater than 5000).

Excel Advanced filter allows you to create many different combinations of criteria.

Here are some examples of how you can construct these filters.

Using the AND Criteria

When you want to use AND criteria, you need to specify it below the header.

For example:

Using the OR Criteria

When you want to use OR criteria, you need to specify the criteria in the same column.

For example:

By now, you must have realized that when we have the criteria in the same row, it is an AND criteria, and when we have it in different rows, it is an OR criteria.

Example 3 – Using WILDCARD Characters in Advanced Filter in Excel

Excel Advanced Filter also allows the usage of wildcard characters while constructing the criteria.

There are three wildcard characters in Excel:

1. * (asterisk) – It represents any number of characters. For example, ex* could mean excel, excels, example, expert, etc.
2. ? (question mark) – It represents one single character. For example, Tr?mp could mean Trump or Tramp.
3. ~ (tilde) – It is used to identify a wildcard character (~, *, ?) in the text.

Now let’s see how we can use these wildcard characters to do some advanced filtering in Excel.

• To filter records where the sales rep name starts from J. 
  

Note that * represent any number of characters. So any rep with the name starting with J would be filtered with these criteria.

Similarly, you can use the other two wildcard characters as well.

Note: In case you’re using Office 365, you should check out the FILTER function. It can do a lot of things that advanced filter can do with a simple formula.

NOTE:

1. Remember, the headers in the criteria should be exactly the same as that in the data set.
2. Advanced filtering cannot be undone when copied to other locations.
   

You May Also Like the Following Excel Tutorials:

• Dynamic Excel Filter – Extract Data as you Type.
• Filtering Cells with Bold Font Formatting.
• How to Filter Cells that have Duplicate Text Strings (Words) in it.
• How to Filter Data in a Pivot Table in Excel
• MS Guide for Advanced Filter in Excel.
• How to Compare Two Columns in Excel.
• Excel VBA Autofilter
• 20 Advanced Excel Functions and Formulas (for Excel Pros)

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