How to use spreadsheet filters

Every step

1. 1

   Prepare a table with headers

   Ensure your data is in columns with clear headers, such as Date, Category, Amount. Example: Row 1 is headers, rows 2-6 list expenses with categories like 'Food' and 'Transport'.

   CHECKPOINT · Table with at least three columns and five rows
2. 2

   Select the complete table before filtering

   Select all columns and data rows, including the header row, then enable the spreadsheet’s filter tool. Check that each column has a filter control and the whole record stays together when you sort. Filtering only one isolated column can leave related information out of the operation. Use a duplicate sheet if you are testing on important data.

   CHECKPOINT · The filter range contains the entire table and its headers.
3. 3

   Apply a simple category filter

   Click the filter arrow on the Category column. Uncheck all but 'Food'. Now only expenses in the 'Food' category show. Try filtering Amounts greater than 10 to see larger purchases only.

   CHECKPOINT · Table shows only entries in the selected category
4. 4

   Combine multiple filters

   Filter by date as well: set Date column to show only entries from '2024-05-01' to '2024-05-10' AND Category as 'Transport'. For instance, the table now lists only transport expenses from early May.

   CHECKPOINT · Table updates to reflect both chosen filters
5. 5

   Clear and change filters to review data

   Turn off all filters or change selections to see the whole table again. For example, click ‘Select All’ in the filter menu. This confirms you can freely toggle filtered and unfiltered views.

   CHECKPOINT · All data rows are visible after filters are cleared