Saving Filtering Criteria





To save the criteria while filtering data,, you need to use “Custom View” in Microsoft Excel 2010 and 2013.

What is “Custom View”?

This tool is used to save the current display and print settings as a custom view that you can quickly apply in the future.

Let’s take an example and understand how we can save the filtering criteria -.

Add the “Custom View” icon to the toolbar.

  • Click on the “File” menu bar onthe ribbon.
  • Click on “Options”.
  • The “Excel Options” window will appear.
  • Click on “Customize Ribbon” from the “Choose Commands From” drop down listselect “View” select “Custom Views” click on “Add>>” and then click on OK. You can see the Custom View shortcut below.

 

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I have data in range A1:E19. In which column A contains the “Region”, column B “City”, column C “Product”, column D “Total Revenue” and column E contains “Net Revenue”.

Save the Filtering criteria

  • Select a cell from the column containing the criteria you want to filter with.
  • Go to “Data” tab in the “Sort & Filter” group and select “Filter”.
  •  

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  • In column C filter, select product fruit and vegetable from the drop down list.
  • Click on “Custom Views”, its dialog box will appear
  • Click on the “Add” option, type name for this view as “Fruits and Vegetables” and click on OK.

 

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To check the “Custom Views” follow the below mentioned steps:-

  • Open the filter by pressing the key “CTRL+Shift+L”.
  • Click on the “Custom View” icon.
  • The dialog box will appear, click on show.
  • The saved custom view will be displayed.

 

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7 thoughts on “Saving Filtering Criteria

  1. I work in the auto parts business & I constantly have to check inventories. Here is what I need to do: I have a column of numbers for example 1,2,3,4,5,6. I need to input another colum of numbers, example, 1,4,5 and have them “match up” with the 1st column. I have tried “match” and just can’t seem to get it to work. This would really help me greatly. Thanks in advance

  2. Unfortunately, Custom Views won’t work while the worksheet is protected. The message “Some view settings could not be applied.” will pop up and it just doesn’t work…, or doesl it ?

  3. “Hello Alan,

    Thanks but No, Thanks…
    The worksheet is supposed to be protected so the user won’t mess around with protected fields…but still it would be handy to have those views ready for printing purposes. By the way, the custom views list doesn’t come alphabetically sorted. Is there anyway to sort it ?

    Thanks in advance

    Regards

    Pedro Bonniz”

  4. “Hi Pedro,

    There might be an easy way around that, but I don’t know it.

    I guess you could write VBA code to do this though. It would have to unprotect, select the custom view, and then re-protect.

    Note that *sheet protection* is only ever a nominal security even with a password – they are trivial to break, so you could ‘hide’ the password in the VBA code working on the assumption that anyone who knows how to read VBA code will also be able to break the sheet protection if they wanted to.

    HTH,

    Alan.”

  5. My document has over 632,000 rows, and probably 15 columns that contains data for the entire U.S. I am trying to filter by individuals states, which I can do…..BUT, when I try to save that filtered document (to save by the states I need)it does not work. It saves the entire document again. Even if you simply highlight it will not save. Can you help me please? Thanks

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