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never tried using advanced filter, and am having a bit of difficulty
understading 1) is it my best solution, 2) placement of the different pieces.
Here's my situation:
I have a list of accounts from a chart of accounts. To the right of the
list, I have "1" indicators for several different people (each occupying
his/her own column), with the "1" indicating that the person does or does not
need to use the account listed in the line that the "1" is in. Based on this
1 for each person, I'd like to make named ranges that summarize only the
accounts (with several columns of the data describing each account) that are
relevant for that person. My thought was filtering the list for each
person's set of 1's. So it looks like this:
A B C D E
MajorAcct MinorAcct AcctDesc Acct# Person1 Person2
MajAcctTxt1 MinAcctTxt1 AcctDesc1 Acct1 1
MajAcctTxt2 MinAcctTxt2 AcctDesc2 Acct2 1
MajAcctTxt3 MinAcctTxt3 AcctDesc3 Acct3 1
MajAcctTxt4 MinAcctTxt3 AcctDesc4 Acct4 1
I want a filter that will, in a different place than the original list
(maybe off to the right) show me a subset of the entire list for each person
(so, two subsets), with the basis being that a "1" is listed for that person.
I need, in each subset, to have all four columns of txt show up for each
what I need help on is 1) is advanced filter my answer or is there something
I don't know about that works better, 2) where do I place the cursor to set
up the filter, 3) what are the things I indicate for the filter dialogue that
will get me setup the right way.
Thanks so much. Sorry for all the detail, but I always figure it's better
to explain more than have a request with guessing on the other side about
what it means.
1) Since you want a copy of the list to another place Advanced Filter
is what you seek.
2) Just click anywhere on the list before issuing the
Data|Filter|Advanced filter command.
3) You will need two cells, one over the other, e.g. AA1 and AA2. In
AA1 you should write the label of the column that you want (i.e.
Person3). In AA2 you will write 1.
When you issue the filter, Excel will ordinarily detect the range for
the first textbox. For the second one you will need to select AA1:AA2.
If you check the option to Make a Copy on Another Location, the you can
click anywehre else you want for the 3rd textbox.
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