Filtering and Sorting

Filtering records allows you to temporarily hide some of the data in a range of cells or in a table, so you can focus on the data you want to see. Sorting the records allows you to view them in a specific sequence.

 

Use AutoFilter or built-in comparison operators like "Greater than" and "Top 10" in Tabulate to show the data you want and hide the rest. Once you filter data in a range of cells or table, you can either reapply a filter to get up to date results or clear a filter to redisplay all the data.

Applying Filters

  • To apply filters to a range of cells, select all the cells you want to filter, then click on the filter icon, filter controls will be added to the table headers.
  • When you put your data in a table, filter controls are automatically added to the table headers.

Using Filters

  1. Click on the column headers, then click on the sort and filter icon, and select the filter option.
  2. Select the drop-down arrow for the columns you want to filter.
  3. Uncheck (Select All) and select the boxes you want to show.
  4. Click OK.
  5. The column header Filter drop-down arrow changes to an Applied filter icon.
  6. All columns for the rows corresponding to the selected column will be displayed, all other rows will be hidden.
  7. Select the Applied filter icon to change or clear the filter.

Sorting data in a table

Sorting is one of the most common tools for data management. In Tabulate, you can sort your table by one or more columns, by ascending or descending order, or do a custom sort.

Sorting can be performed using the sort option from the Sort and Filter button, or by using the filter function from the column header drop-down arrow.

From the sort option: (Note: This option always sorts by the first selected column)

  1. Select all the columns you want included in the sort.
  2. Click on the Sort and Filter icon.
  3. Select an option:
    1. Sort Ascending: sorts the selected column in an ascending order.
    2. Sort Descending: sorts the selected column in a descending order.

From the column header drop-down arrow.

  1. Select all the columns you want included in the sort.
  2. Click on the Sort and Filter icon.
  3. Select the filter option.
  4. Click on the column header down arrow from the column that you want to sort by.
  5. Select an option:
    1. Sort Ascending: sorts the selected column in an ascending order.
    2. Sort Descending: sorts the selected column in a descending order.

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