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Excel Pro Tips: 8 Real-Time Filtering Techniques Revealed
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- čas přidán 18. 08. 2024
- 📗 Download Practice Examples: »» cutt.ly/up4v21...
🎯 Unlock the full potential of Excel with 8 real-time filtering techniques. Filter entire tables of data as you type….with only one formula!
🕑 Video Timings:
00:00 My Inspiration Video
00:57 Lesson Objectives
02:12 Technique 1 - Real-Time Calculations
03:44 Technique 1 - Linking a Textbox
05:20 Technique 1 - Disguising a Textbox
06:54 Technique 2 - FILTER Function
08:51 Technique 3 - Partial Matching
11:43 Technique 3 - Dynamic Array & Filter
13:31 Technique 4 - Partial Match from Left
16:44 Technique 4 - Dynamic Array & Filter
17:48 Technique 5 - Switch Column Dropdown
19:43 Technique 5 - Switch Column Formula
22:17 Technique 5 - Convert to Filter
23:17 Technique 5 - Dynamic Array & Filter
24:48 Technique 6 - Multi-Column Search
27:58 Technique 6 - Dynamic Array & Filter
29:43 BONUS - Multi Column Search Shortcut
32:25 Technique 7 - Multiple Search Criteria
34:28 Technique 7 - Dynamic Array & Filter
35:55 BONUS - Older Excel Solution
📒 My inspiration for this video:
The Office Lab - Real-Time Data Search Box in Excel with FILTER function
Part 1: »» • Real-Time Data Search ...
Part 2: »» • Real-Time Multi-Column...
In this tutorial, I delve into the intricacies of real-time dynamic search filtering in spreadsheets. Here's what we cover:
1. Real-time in-cell calculations: Achieve instantaneous updates by linking text boxes to cells, ensuring a seamless user experience. Utilize named ranges for flexibility and maintain functionality.
2. FILTER function: Streamline data analysis by precisely filtering data based on specified criteria. For older Excel versions, I provide alternative methods to achieve similar results.
3. Partial matching: Utilize the SEARCH function to identify specific text within cells, combined with the ISNUMBER function for dynamic filtering.
4. Dynamic arrays: Excel's spill range feature ensures filtering criteria adapt to changes in datasets, keeping them relevant and up-to-date.
5. Left partial matching: Refine search results based on the beginning of text entries, enabling users to narrow down results with precision.
6. Dynamic column switching: Enhance reporting capabilities by selecting columns dynamically using drop-down boxes linked to the INDIRECT function.
7. Multiple column searches: Use IF statements and checkboxes to specify multiple search criteria, refining search results effectively.
For users without access to the FILTER function, employing VBA macros offers an alternative. By recording a macro to filter specific criteria and attaching it to a text box's change event, users can achieve real-time filtering without relying on modern Excel functions.
📒 The Benefits of this Tutorial:
See the results of your formulas as you type
Make your data entry area any size you want and independent of the other cell sizes in your spreadsheet
Take advantage of textbox features without a user even knowing they're using one
Produce entire tables of filtered data with a single formula
Retrieve information in your spreadsheet even if only part of the result matches your search
Present only those items that start with your search criteria
Prevent items with partial matches showing in your search results
Allow a user to change the column of a filter or other formula using a dropdown list
Users can change columns and formulas without the need to understand them or edit them
Allow users to choose between multiple search criteria across multiple columns
Return filtered data in a way that cannot be done using autofilter dropdown boxes
Quickly create multiple column search and filter on your data
Get multiple search and filter results from your Excel data without using advanced filter
No need to have Excel dynamic array formulas or Excel 365 to search and filter as you type
📒 What you'll learn:
Make Excel calculate as you type
Make Excel calculate formulas as you enter them
Link a text box input to a cell
Make a cell reflect the contents of a text box
Make a text box look exactly like a cell so that it is completely hidden from the user
How to use the Excel FILTER function to create tables of filtered data
Create a filtered table of data with a partial match
Filter to any rows containing your search criteria
Search and filter based on only items that start with your search criteria
Use a drop-down list to switch the column that your formula refers to
Change a formula based on a drop-down list
Change the search column from a drop down list of options
Search and filter across multiple columns at the same time
Combine columns within a search to return either all columns containing your item or only rows where all columns contain your search criteria
Learn a simple and effective way to create a multiple column search and filter
Slow multiple search criteria in your filters at the same time
Create real-time search and filter operations in older legacy Excel versions