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Organize Your Results Using Auto Filter

mikelund  by Lund on Jan 08, 2011

The auto filter in Microsoft Excel is a very powerful tool. It allows you to sift through and organize data so you can analyze your voting results much, much easier. You can use it to pull out data from a specific demographic from your meeting or cross reference how people answered one question from another. You can find trends and gauge the personality of your audience. Auto filter, along with the “Breakdown by Handset” report from ViewPoint, is truly a great tool to have at your disposal.

 

I’ve created a macro that applies the auto filter to your results in the “Breakdown by Handset” worksheet of your Excel file. You can download that and some example results to practice on from the link at the bottom of this tutorial.

 

To use the macro and auto filter follow the instructions below.



 

Open the Auto_Filter.xlsm file and enable macros for that file (If you don’t know how to enable macros please follow the simple tutorial on our learning macros page). After you open the file a popup window should open. Navigate to the report that you want to apply the auto filter to (in this case the sample workbook provided). Select that file and click “Open”

 




The auto filter has been applied and the columns adjusted to include the arrows that now appear in the heading of each column. You will now see little arrow boxes next to each header.



 



To use the auto filter click on the arrow next to the header “What department do you work in?”. 



Deselect all the numbers except for number 1 and click “OK”.



 



You can now see how the people who responded with the first option also responded to other questions.



 



To get back to original state just click on the box that had the arrow (now it looks like a little arrow with a y-shaped object next to it) and select “Clear Filter From” option. Everything is back to the way it was.



 


With the auto filter enabled you can break things down like I showed you, but you can even break them down further by filtering two or more columns. For example you could filter the question “What department do you work in?” and then do the same for those who answered greater than 3 by deselecting numbers 1, 2 and 3 in the “Rate the last session.” column. This could tell you very quickly how well on average the people liked the session in different departments. You can also select that information and paste it into another worksheet or workbook. Just remember to clear the filters after you’re done so you can reset the data to its original form.

Auto Filter.zip (32.67 kb)

Comments

1/14/2011 6:07:02 AM #

great resource. thanks

Richard Taylor United Kingdom

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