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How To
Home›How To›How to Use the Filter and Sort Data Function in Microsoft Excel

How to Use the Filter and Sort Data Function in Microsoft Excel

By Matthew Lynch
February 21, 2024
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In today’s data-driven environment, Microsoft Excel stands out as one of the most used tools for organizing and manipulating large amounts of information. Two important features that can drastically increase productivity and help make sense of data are the Filter and Sort functions.

Filtering in Excel allows you to display only the rows that meet certain criteria, while sorting lets you arrange your data in a particular order, making it easier to analyze and understand. We’re going to explore step-by-step how to use these powerful functions.

Filtering Data:

1. Open your worksheet with the data you want to filter.

2. Click on any cell within the range of cells or table.

3. Navigate to the ‘Data’ tab on the Excel ribbon.

4. Locate and click on the ‘Filter’ button.

5. Drop-down arrows will appear at the top of each column.

6. Click on a drop-down arrow of the column you want to filter by.

7. A box with filtering options will appear, allowing you to choose what data to display. You can filter by values, text filters, number filters, or date filters depending on your data type.

8. After selecting your criteria, click ‘OK’, and only the rows that meet your criteria will be displayed.

You can apply multiple filters across different columns, and if you need to clear a filter and show all data again, simply click on the ‘Clear’ button under the ‘Sort & Filter’ group on the ‘Data’ tab.

Sorting Data:

1. Open your dataset in Excel.

2. Highlight the range of cells you wish to sort or simply select one cell if you want to sort entire rows.

3. Navigate to the ‘Data’ tab.

4. For a quick sort, click either ‘Sort A to Z’ (ascending order) or ‘Sort Z to A’ (descending order). These options are useful for alphabetical or numerical sorting.

5. If you need more complex sorting rules (e.g., custom list or multiple columns), click on ‘Sort’ which is usually right next to these two options. This brings up a dialog box where you can specify sort criteria such as:

– The column (or columns) you want to sort by

– The order (ascending/descending)

– Special sorting rules like sorting by color or icon

6. Click ‘Add Level’ if you want to add more criteria for multi-level sorting.

7. After setting up your criteria, press ‘OK’. Your selected range will be sorted based on your specifications.

For both filtering and sorting, it’s important that your data is arranged properly—ideally in a table format with clear headings for each column.

By harnessing these tools effectively, you can transform a dense spreadsheet into accessible information that allows for meaningful insights and boosts productivity significantly.

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Since technology is not going anywhere and does more good than harm, adapting is the best course of action. That is where The Tech Edvocate comes in. We plan to cover the PreK-12 and Higher Education EdTech sectors and provide our readers with the latest news and opinion on the subject. From time to time, I will invite other voices to weigh in on important issues in EdTech. We hope to provide a well-rounded, multi-faceted look at the past, present, the future of EdTech in the US and internationally.

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