How to Filter Lists using Excel

I've had a few people ask me lately how to filter lists using Excel. It really is as simple as clicking a button on the Ribbon.

If you prefer video, you can watch this short video tutorial here:

Or, you may follow these steps:

With your list open in Excel, click on the "Data" Ribbon or Tab, depending on the version of Excel you are using.

Once on the Data Tab, click the "Filter" button. (It looks like a funnel)

Excel will place arrows to the right of each field in your Header Row.

Simply click on the arrow for the Column of Data you'd like to Filter.

There are quite a few options, depending on the version of Excel you are using.

If you filter a list and decide you do not want filters anymore, simply click the Filter button on the Ribbon again. This will remove the arrows and un-filter your list.

It really is that simple.

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How do I use AutoFilter in Excel?

Have you ever searched an entire Excel spreadsheet for data that matched certain criteria?

Use the AutoFilter in Excel and you will be able to find data much quicker.

To do so, simply follow these easy steps:

Excel 2007:
With your list open, click on the "Data" Tab on the Ribbon.  On the Data Tab, simply click the "Filter" button.

Notice your data Headers all have Drop Down Arrows next to them.

Now, simply click on the Drop Down Arrow of the Header (or Column) that contains the data in which you wish to search.

You may search for a specific item from the Drop Down list OR you may click on "Number Filters" from the Drop Down and another sub-menu will appear giving you options to search on items Greater than a particular number, etc.

Excel 2003:
Click on the Data Menu and choose "AutoFilter" and then follow the steps above.

It's that simple!