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ADVANCED FILTERING

Excel Advanced Filter is one of the most underrated but important feature of Excel

It quickly filters a data set based on selection, specified text, number or other such
criteria.

Here are the steps to get all the unique records:

• Select the entire data set (including the headers).

• Go Data tab –> Sort & Filter –> Advanced. (You can also use the keyboard
shortcut – Alt + A + Q). This will open the Advanced Filter dialog box.

• In the Advanced Filter dialog box, use the following details:

• Action: Select the ‘Copy to another location’ option. This will allow you to
specify the location where you can get the list of unique records.
• List Range: Make sure it refers to the dataset from which you want to find
unique records. Also, make sure headers in the data set are included.
• Criteria Range: Leave this empty.
• Copy To: Specify the cell address where you want to get the list of unique
records.
• Copy Unique Records Only: Check this option.

• Click OK.

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

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

• The first step when using Excel Advanced Filter with complex criteria is to
specify the criteria. To do this, copy the headers and paste it somewhere in the
worksheet.

• Specify the criteria for which you want to filter the data. In this example, since
we want to get all the records for the US with sales more than 5000, enter ‘US’
in the cell below Region and >5000 in the cell below Sales. This would now be
used as an input in Advanced Filter to get the filtered data (as shown in the next
steps).

• Select the entire data set (including the headers).

• Go Data tab –> Sort & Filter –> Advanced. This will open the Advanced Filter

dialog box.

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