HomeHome SearchSearch MenuMenu Our productsOur products

Discover how to filter data in Excel to keep track of employee productivity

by , 16 October 2013
R.B. is the manager of a consulting company. He wants to issue monthly invoices to customers for services provided during the month. Currently, each consultant completes a daily Excel document with all activities performed for each client. R.B. wants an easy way to see what each consultant did for each client. Is there a way to do this with Excel?

Yes R.B. There is a way! All the Excel documents have the following fields:
•    Consultant name;
•    Service type;
•    Supply date;
•    Customer name; and
•    Service price.

Keep reading to find out how to do this…
Want to fix Excel problems in the shortest amount of time? Don't have time to devote to Excel?
Discover the Excel functions and formulas you need right now to reduce stressful and tiring work within minutes of data processing.
Click here.
You'll use data filtering to select the desired information table. Unlike sorting, filtering a list doesn't reorganise the data. Filtering hides the records that don't meet your criteria.

Filtering a list with AutoFilter tool

When you create filter on a data selection, you'll see a little arrow in the top right hand side of the selection. You can select any cell in the table and use one of these three following options to filter the data:

1.    Press Ctrl + Shift + L;
2.    Click Data => Filter; or
3.    Click Home => Editing => Sort & Filter.

Use any of the three methods to filter your selected data. If you want to remove this option, you'll do the same selection as above.

The Practical Guide to Excel gives you everything you need to work quickly, efficiently and without stress.

•    Basic tips and tricks to use Excel efficiently
•    How to Autoformat
•    Data filtering to make complex filtering tasks simple
•    How to format cells, columns and rows
•    Formatting numbers and dates
•    Entering formulas into spreadsheets
•    Understanding and implementing Macro commands

Click here for more

Once you've selected data filter, here's what you do…

Once you've selected data to filter, click the arrow attached to it. This will open a drop down list containing all the data in that column.

Clear the fields you don't want to display after filtering. Excel selects all by default. The drop-down list can contain up to 10 000 entries.

Want to discover 14 Simple Excel solutions to handle your finances? Click here.

PS. Have a burning finance question? Check out the Accounting and Tax Club. Experts and your peers answer questions every 9 minutes!

Watch And Learn

Related Products


Recommended for You 

  Quick Tax Solutions for Busy Taxpayers – 35 tax answers at a glance

Here are all the most interesting, thought-provoking and common tax questions
asked by our subscribers over the last tax year – everything from A to Z!

To download Quick Tax Solutions for Busy Taxpayers – 35 tax answers at a glance click here now >>>
  Employees always sick? How to stop it today

Make sure you develop a leave policy to regulate sick leave in your company.

BONUS! You'll find an example of the leave policy and procedure in this report.

To download Employees always sick? How to stop it today click here now >>>
  Absenteeism: Little known ways to reduce absenteeism

This FREE e-report will tell you how you can reduce absenteeism in your workplace while avoiding the CCMA and without infringing your employees' labour rights.

To download Absenteeism: Little known ways to reduce absenteeism click here now >>>
  7 Health & safety strategies to save you thousands

Don't let a health and safety incident cost you one more cent. Implement these seven
strategies in your company today.

To download 7 Health & safety strategies to save you thousands click here now >>>