How to Save and Apply Filter settings Quickly in Excel

Microsoft Excel has effective filter functions for evaluation of table data. Separate filters can also be set for individual columns. This may be good, but you have to set the criteria newly each time after editing the data. Now that’s tedious.

Though there is no evident function to save the filter settings, a user-defined view retains the settings made. This is saved along with the document. Set all the desired filter criteria for the worksheet. Then open “View > Custom views” and click “Add”. As “Name”, enter a brief name and confirm with “OK”. You can save further filter configurations as views in the same manner.

In order to call, again open “View > Custom views”, select the saved entry from the list, and click “Show”. The view is then always applicable for a certain worksheet and can’t be applied to other tables. For quick access, create a button on the toolbar. For this,

  • Open “Tools > Adjust” and change to the “Commands” tab.
  • Select the “View” category on the left, and search for “Custom views” towards the right.
  • Drag the element to the desired place. Click “Close” in the “Adjust” dialog.
  • After setting filters, click in the input area, enter a new name, and confirm with [Enter].

The filter can now be called by selecting this combination field.

Filed under: Tips n Tricks
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September 5, 2010 by: Prasanth Chandra

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