Tips & Tricks - 2026-05-12
How to Filter in Excel
Learn how to filter data in Excel by text, numbers, dates, colors, blanks, search terms, and dynamic FILTER formulas.
What Filtering Does
- Filtering temporarily hides rows that do not match your criteria. It lets you focus on the records you need without deleting anything. Use filters to find: A specific customer or product Open tasks Dates in a certain month Values above or below a threshold Blank cells Highlighted rows
Turn on Filters
- Select your header row or any cell in the dataset, then use: Data -> Filter Excel adds filter arrows to each header.
Filter Text
- For text columns, you can filter by: Equals Contains Begins with Ends with Search box selection Example: show only rows where Status equals Open.
Filter Dates
- Date filters include: Today This week This month Last month Between Before or after If date filters do not appear, your dates may be stored as text.
Filter Numbers
- Number filters include greater than, less than, between, top 10, and above average. This is useful for sales reports, inventory checks, budgets, and KPI reviews.
Use the FILTER Function
- In Microsoft 365, FILTER returns matching rows with a formula. \\\ =FILTER(A2:D100,D2:D100="Open") \\\ This creates a dynamic filtered result that updates when source data changes.
Related Guides
- FILTER function SORT function SUBTOTAL function How to Sort in Excel
Quick win checklist
- Try the shortcut or setting on a copy of your file first. Pin the technique to your Quick Access Toolbar if you will use it daily. Pair productivity tips with Excel Tables and named ranges for fewer broken references. Explore: Tips archive · Keyboard shortcuts guide
Frequently asked questions
- How do I filter data in Excel? Select your dataset, go to Data > Filter, then use the filter arrows in the header row to choose criteria.
- What is the difference between Filter and FILTER in Excel? Filter is a worksheet tool that hides rows. FILTER is a formula that returns matching rows dynamically.
- How do I remember this Excel tip? Use it on one real task this week, then add a sticky note on your monitor with the shortcut until it becomes automatic.
- Will this tip work on Mac Excel? Most shortcuts differ slightly on Mac (Cmd instead of Ctrl). Check the function or feature page for platform notes when something does not work.