AutoFilter

Yesterday we covered basic filtering of data.  Today we look at some advanced features. 

One option you get is a top 10 list. 

You then get a dialog box where you can choose the top "x" number of either items or percent (if applicable).

Here we selected the top 5 leads by compensation.

Another option you have with AutoFilter is to do custom filters on a field.  You get a whole range of comparison options.  In this example, you could set a range of the compensation you wanted to look at.

With the custom AutoFilter, you can use some wildcard characters:

• * - to specify any number of wildcard characters.  For example, W* in a state filter would pick up all states starting with W
• ? - to specify a specific wildcard characters.  For example, C?O in a function filter would pick up both CFO and COO leads.

Finally, you can use multiple combinations of AutoFilters, to narrow the selections.  Here we used filters on the state and industry fields to show financial service leads in Illinois.

This covers some advanced features in AutoFilter.  Next we will look at another tool for filtering data.

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