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Welcome to Excelling with Excel



Working Smarter

Database and quiz
there is a database assignment to complete first and then the quiz.

So far you have sorted and done some filtering of information. Now, you will do a custom filter. What does a custom filter do? What if you looked at your list and wanted to know who lived in Palo Alto and Redwood City and have that information come up in a list?

You can do this too - this is where you use a custom filter.
Remember - we have taken a database and done an autofilter. To do a custom filter you need to have completed an autofilter.

The steps: you really have to do this to see how it works

  • click on the arrowhead beside the label you want to custom filter. This means if I were working with cities and I wanted to know all the people who lived in Redwood City and Palo Alto I could do that with a custom filter
  • select custom and a dialog box appears
  • city is selected because I chose to work with cities
  • city equals - in the blank area (white area) click on the arrowhead and select Palo Alto
  • then in the middle of the box you have to select either AND or OR
  • think this way, if I select AND it would mean I would have to live in Redwood City and Palo Alto - how can I do this? So, I would select OR
  • and in the last part - city equals - go to the arrowhead and select Redwood City
  • click OK and you will have a custom list of those people who live in Palo Alto and Redwood City

Diagram:

how to do a custom filter

there is more - NEXT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Quiz

Go to the project

SMILE, you have completed the introductory part to EXCEL. You are now ready to pursue the more advanced features of Excel. You can do this by clicking on the words Moving On that you see right here OR you can select Moving On from the navigation bar at the bottom of the page.

 

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