Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people, just like you, are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
Solved

Excel Data Extraction or Sort/Filter/Extract Tool

Posted on 2015-01-13
5
207 Views
Last Modified: 2015-01-13
EEPros,

I have a Excel WS where I need to extract a set of records based on a multitude of criteria (i.e. Filter multiple columns, sort, etc.).  Right now I'm using a filter, then another filter, then another filter and it's not giving me the and/or capabilities I need to get to my data.  Is there a technique or utility (pivot table??) in Excel 2010 or a reasonably priced "add-in" or complementary product that would give me a far more advanced capability to extract the data I need (i.e. something similar to the ETL capabilities in SPSS)?

Thank you,

B.
0
Comment
Question by:Bright01
  • 2
  • 2
5 Comments
 
LVL 24

Expert Comment

by:Phillip Burton
ID: 40546714
Sounds like you need the Advanced Filter function, which allows AND and OR - see http://www.excel-easy.com/examples/advanced-filter.html

Alternatively, use a helper column, which will have all of your criteria as a function giving a YES or NO at the end, e.g.
=if(and(d2=1,or(e2=2,e2=3)),"YES","NO")

and then filter on that column.
0
 

Author Comment

by:Bright01
ID: 40546739
Phil..... I'm actually looking for a utility to do this for me rather then having to fix this every time.  Will the Advanced Filter Function do that or do you know of a utility that presents a menu of options?

Much thanks,

B.
0
 
LVL 24

Accepted Solution

by:
Phillip Burton earned 300 total points
ID: 40546807
The Advanced Filter can make your life a lot easier. Maybe see https://www.youtube.com/watch?v=C_2cjh5Pd8o for a video introduction.
0
 
LVL 33

Assisted Solution

by:Rob Henson
Rob Henson earned 200 total points
ID: 40546847
Before seeing Phil's input, I was also thinking Advanced Filter. Advanced Filter allows the input of multiple criteria into a subset table of criteria. The online help shows a over simplified example with an orchard with different types of trees and different heights or ages.

The use of AND and OR criteria can get a bit tedious.

In your criteria table
1) a single column with a matching header to the data table with multiple entries beneath represents an OR criteria, in other words the values in the specified column match one of the entries listed.

2) Multiple columns with different headers and only a single entry under each represent an AND criteria.

3) Multiple columns with different headers and one or more entries in one column but blanks in the same row of the other columns and vice versa represents an OR on both columns ie column 1 matches one of the entries OR column 2 matches one of its entries.

It is very versatile once you get your head round it.

Hope that helps.
Thanks
Rob H
0
 

Author Closing Comment

by:Bright01
ID: 40547501
Thanks guys.  I'll try to get use to using this advanced function filter.  The video was very helpful.

B.
0

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

A little background as to how I came to I design this code: Around 5 years ago I designed an add-in that formatted Excel files to a corporate standard, applying different cell colours and font type depending on whether the cells contained inputs,…
How to quickly and accurately populate Word documents with Excel data, charts and images (including Automated Bookmark generation) David Miller (dlmille) Synopsis In this article you’ll learn how to use ExcelToWord! to copy data,charts, shapes …
The viewer will learn how to use a discrete random variable to simulate the return on an investment over a period of years, create a Monte Carlo simulation using the discrete random variable, and create a graph to represent the possible returns over…
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…

766 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question