Are you an accountant or bookkeeper? Don't let an Excel problem interrupt your workflow
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We're only interested in the data in the red block below and want to quickly get rid of the other rows (and keep in mind that this pattern repeats itself over the next 300 pages of the report).
Keep reading to learn how to clean up your spreadsheets before you format them.
How to use the AutoFilter tool
Instead of going through the entire spreadsheet and deleting the unnecessary data, you can use the AutoFilter tool. Select the area you want to format, and click the Data tab and the click the AutoFilter button.
The logic is that you filter out the data you don't want. So you select all the rows you want to delete.
At the end of the formatting, I only want to display sales people's codes. So I select all the data that I don't want – and unselect sales peoples' codes.
When you click OK
you'll see all the rows that you want to get rid of as shown below.
Now highlight the rows you want to get rid of and click Delete Row. To highlight the whole row, click on the row numbers as opposed to highlighting the cells (click blue numbers on left hand side).
Now select Data - > Filter -> Clear
You'll see that in one step you've removed all your unwanted rows. Now you only display the content you want to display.
And that's how I helped this administrator clean up her data in minutes. Use this tip to clean up any of your Excel databases. And keep an eye out. I'll send you a bulletin every month to give you tips and tricks to make working in Excel much easier. I also run Excel seminars specifically geared towards helping finance professionals use Excel efficiently. Email firstname.lastname@example.org
to find out what's currently running.
Until next time,
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