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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

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