Advanced Filter

 

And Criteria    |   Or Criteria    |   Formula as Criteria

This example teaches you how to apply an advanced filter to only display records that meet complex criteria.

When you use the Advanced Filter, you need to enter the criteria on the worksheet. Create a Criteria range (blue border below for illustration only) above your data set. Use the same column headers. Be sure there's at least one blank row between your Criteria range and data set.

And Criteria

To display the sales in the USA and in Qtr 4, execute the following steps.

1. Enter the criteria shown below on the worksheet.

Advanced Filter Example in Excel

2. Click any single cell inside the data set.

3. On the Data tab, in the Sort & Filter group, click Advanced.

Click Advanced

4. Click in the Criteria range box and select the range A1:D2 (blue).

5. Click OK.

And Criteria

Notice the options to copy your filtered data set to another location and display unique records only (if your data set contains duplicates).

Result.

And Criteria Result

No rocket science so far. We can achieve the same result with the normal filter. We need the Advanced Filter for Or criteria.

Or Criteria

To display the sales in the USA in Qtr 4 or in the UK in Qtr 1, execute the following steps.

6. Enter the criteria shown below on the worksheet.

7. On the Data tab, click Advanced, and adjust the Criteria range to range A1:D3 (blue).

8. Click OK.

Or Criteria

Result.

Or Criteria Result

Formula as Criteria

To display the sales in the USA in Qtr 4 greater than $10.000 or in the UK in Qtr 1, execute the following steps.

9. Enter the criteria (+formula) shown below on the worksheet.

10. On the Data tab, click Advanced, and adjust the Criteria range to range A1:E3 (blue).

11. Click OK.

Formula as Criteria

Result.

Formula as Criteria Result

Note: always place a formula in a new column. Do not use a column label or use a column label that is not in your data set. Create a relative reference to the first cell in the column (B6). The formula must evaluate to TRUE or FALSE.

Did you find this information helpful? Show your appreciation, vote for us.

Go to Top: Advanced Filter    |    Go to Next Example: Data Form