Excel Tutorial – Filtering your data

Add a filter to your column headers

As we saw at the end of the section on sorting, to add the filter option to your columns, you can:

  • Use the keyboard shortcut Ctrl + Shift + L
  • Or click the Data tab > Filter
Filter Menu

With this action, you now have arrows for each column header.

Filter and Sort options

How to apply a filter

Filtering data is simple and intuitive.

  1. Click the arrow in the column where you want to apply a filter
  2. Uncheck all items
  3. Select the item you want
  4. Click OK
How to filter on a single value from the headers

Then, only the selected item is visible in your spreadsheet.

Row filtered in Excel

It is important to note three things:

  • When a filter is applied, the row numbers are blue
  • The filtered column has a specific icon
  • The other rows aren't deleted, just hidden

Filter from spreadsheet data

Another way to filter your data is with the right-click. For example, to filter on country CA, simply:

  1. Select a cell that contains the word 'CA'
  2. Right-click
  3. Select the menu Filter
  4. Then Filter by selected value
Filter data on the cell value

As you can see, you can filter on:

  • a specific value
  • a background or font color
  • an icon (from conditional formatting)

But you can't filter on numeric values larger than or smaller than this way.

Filter on numeric values

When the column contains numeric values, new filtering options are available:

  1. Open the Filter dropdown
  2. Select the Number Filters option
Filter options for numerical values
  • In the upper part (red box), we have the standard options for selecting numbers (greater than, smaller than, between...)
  • In the lower part, we have more elaborate filtering options (Top 10, Above Average)

You can also choose to display only the top 5 values in the dialog box.

Filter the top 5 values

Worked example: filter for values greater than 30

We want to select all sales greater than 30.

Question greater than 30

Which option was chosen to achieve this result?

Filter on Dates

Applying a Filter on a date is one of the most interesting filtering options. When you open the Filter pane, you see only the years, not all the data.

Filter on dates

Clicking the + in front of a year expands the months, then the days. This way, you can very easily select an extremely precise time period.

However, the Filter on a date option also allows you to spot lines with incorrect dates (like here, 12/16/2022). Because the date doesn't exist, it isn't included in the automatic date breakdown. Instead, it's displayed separately as a text value.

Wrong date in the filter pane

Chronological Filter Option

When you have dates in a column, the menu shows you the option Chronological Filters. This option is much richer than the one for numeric data, because it gives you a breakdown by day, week, month, quarter, and year.

Date filter options

Filter on a color

Just like with sorting, you can filter by color — and it's super convenient! 😀😁👏

For example, in the following situation, to filter on yellow-colored cells, simply:

  1. Click the filter option in the header
  2. Select the Filter by Color option
  3. Select the color you want (Yellow)
Filter on color

Then only the yellow cells are visible. Also, the filtered rows are blue, and the filter icon shows as active.

Result of the filter on column

You now know how to filter your data by value, by number, by date, and by color — and how to make sure the rows you don't see are only hidden, never deleted.

Continue learning

Keep building your Excel skills with the rest of this tutorial series: