6 Filtering

6. FILTERING DATA

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ЁЯЦе️ Check this out: Pivot Table - Filtering


ЁЯУЕ 6.1 Filter by Dates

ЁЯСЙ Pivot Table-ро▓் роиாроо data-ро╡ை Date роЕроЯிрок்рокроЯைропிро▓் filter рокрог்рог рооுроЯிропுроо்.
ЁЯУЖ роЙроЩ்роХро│் Data-ро╡ிро▓் Date роЗро░ுроХ்роХா?
ЁЯСЙ Use Date Filters (like Today, This Month, Last Year) роЙрокропோроХிроХ்роХро▓ாроо்.
ЁЯЫа️ Filter icon click рокрог்рогி → Date Filters → select your option.
ЁЯЧУ️ Right-click → Filter → Date Filters → Choose "This Week", "Last Month", etc.

ЁЯУМ Example: “April 2025”-роХ்роХுро│்ро│ sales роороЯ்роЯுроо் рокாро░்рокродро▒்роХு.


ЁЯФд 6.2 Filter by Labels - Text

ЁЯТм Text label-роХро│ை alphabetical-роЖро╡ுроо், custom-роЖро╡ுроо் filter роЪெроп்ропро▓ாроо்
ЁЯФН Text-based items (роЙродா: Region, Product Name) filter рокрог்рог
✔️ Dropdown-ро▓ Filter icon роироо்роо ро╡ேрог்роЯிроп text select рокрог்рогுроЩ்роХ → Tick/Untick you need. 

ЁЯУМ Example:Chennai” рооро▒்ро▒ுроо் “Coimbatore” роороЯ்роЯுроо் show рокрог்рог.


ЁЯФв 6.3 Filter by Labels - Numerical Text

ЁЯФа Text-роЖройா роХூроЯ number format-ро▓ роЗро░ுроХ்роХுро▒ label-роХро│ை filter роЪெроп்ропро▓ாроо்wh
ЁЯз╛ Labels-nu роЪொро▓்ро▓ுро▒родு number рооாродிро░ி родோрой்ро▒ுроо் text (роЙродா: INV001)
ЁЯСЙ Use “Label Filters” → Begins With / Ends With / Contains роОройрок் рокропрой்рокроЯுрод்родро▓ாроо்.

ЁЯУМ Example: INV-100-ро▓ роЗро░ுрои்родு INV-199 ро╡ро░ைропிро▓ாрой items filter рокрог்рог.


ЁЯТ░ 6.4 Filter by Values

ЁЯУК Value Filters ро╡ைроЪ்роЪு numbers (роЙродா: Sales, Quantity) рокрог்рогро▓ாроо்
ЁЯСЙ Filters like Greater Than / Less Than рокோро▓ filter роХொроЯுроХ்роХро▓ாроо்.

ЁЯУМ Example: ₹10,000-роХ்роХுрооேро▓் sales роЗро░ுроХ்роХுроо் items роороЯ்роЯுроо்.


ЁЯеЗ 6.5 Top or Bottom 10 Items

⭐ Best/Least performing items-роР filter рокрог்рог
ЁЯз▓ Use: “Top 10” роЕро▓்ро▓родு “Bottom 10” Items Filter

ЁЯУМ Example: Top 5 selling products роороЯ்роЯுроо்.


ЁЯУИ 6.6 Top or Bottom %

ЁЯУЙ Total value-ро▓ percentage-wise filter
ЁЯСЙ Use: Top 10%, Bottom 20%, etc
ЁЯУМ Example: “Top 20%” customers by purchase value.

ЁЯТб Sales analysis-роХ்роХு useful!


ЁЯзо 6.7 Top or Bottom Sum

ЁЯУж Cumulative (Total) value-рокроЯி filter рокрог்рог
ЁЯУМ Example: Top 3 items whose total sales > ₹1,00,000

ЁЯОп Dashboard-reports-роХ்роХு perfect!


ЁЯзй 6.8 Filter by Report Filter

ЁЯФЭ Pivot Table-ро▓ top-ро▓ роЗро░ுроХ்роХுроо் Report Filter ро╡ைроЪ்роЪு
роТро░ே роТро░ு value-роХ்роХு entire table-роР filter рокрог்рогро▓ாроо்.

ЁЯУМ Example: Product Category = "Electronics" роороЯ்роЯுроо் роХாроЯ்роЯрогுроо்.


⚡6.9 Shortcuts to Filters

⌨️ Super fast-a work рокрог்рог Excel shortcut keys:

  • Alt + ↓ → Dropdown open

  • Alt + J + T → Pivot Table Tools
    ЁЯОп Time-saving tricks!


✅ 6.10 Keep or Hide Selected Items

ЁЯФН Right click → Filter →
Keep Only Selected or Hide Selected Items

ЁЯУМ Example: “Laptop” роороЯ்роЯுроо் ро╡ைроЪ்роЪு, рооிроЪ்роЪрод்родை hide рокрог்рог.


ЁЯМЯ 6.11 Filter by Text Wildcards * & ?

ЁЯза Wildcards use рокрог்рогி filter рокрог்рогро▓ாроо்:

  • * = any number of characters

  • ? = only one character

ЁЯУМ Example:Pro*” → “Product”, “Promotion” роОро▓்ро▓ாроо் ро╡ро░ுроо்.


ЁЯФД 6.12 Filter by Multiple Fields

ЁЯЫа️ Multiple columns or rows-ро▓் simultaneous-a filters
ЁЯУМ Example: Region + Product Type = Filter combo

ЁЯОп Cross-filtering = Deep insights!


ЁЯОп 6.13 Apply Multiple Filters

✔️ Excel-ро▓ роиீроЩ்роХ simultaneous-a multiple filters use рокрог்рогро▓ாроо்
ЁЯУМ Example: Product + Month + Region combo

ЁЯкД Layered filters = more accurate results


ЁЯзо 6.14 Filter by Multiple Values

✔️ Dropdown-ро▓் multiple checkboxes select рокрог்рогро▓ாроо்
ЁЯУМ Ctrl/Shift use рокрог்рогி select роЪெроп்ропро▓ாроо்

ЁЯУМ Example: "Mouse", "Keyboard", "Monitor" select рокрог்рогி report рокாроХ்роХро▓ாроо்.


➕ 6.15 Include New Items in Manual Filter

ЁЯФД Manual filter-ро▓ рокுродுроЪா add роЖрой items рокாроХ்роХ
✅ “Include new items in manual filter” option ON рокрог்рогுроЩ்роХ.

ЁЯУМ So new products miss роЖроХாроо automatically include роЖроХுроо்.


ЁЯз╝ 6.16 Clear Filters with One Click

ЁЯз╣ Go to PivotTable Analyze  → “Clear Filters”
ЁЯУМ Or Right-click → Clear Filter From...

ЁЯОп One-click clean-up!


ЁЯУН 6.17 Add a Filter for the Column Items

ЁЯУК Column-level filter add рокрог்рог:

ЁЯСЙ Drag a field into Filters Area
ЁЯУМ Eg: “Branch” or “Location” as filter on top

ЁЯОп Easy report navigation ЁЯзн


ЁЯУМ роиீроЩ்роХ Excel-ро▓் Pro роЖроХрогுрооா?
роЗрод்родройை filtering tips-роо் родெро░ிроЮ்роЪா, reporting & dashboards lightning speed-a ready рокрог்рогро▓ாроо் ⚡

ЁЯОЙ Hope this helps you become a Pivot Table Sorting Ninja ЁЯе╖
Any doubts or examples you want? Comment below! ЁЯСЗЁЯТм

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