Filtering Dynamic List Data in Excel | CLEARIFY

Filtering List Data in Excel

There are four types of Simple Filters that will filter the whole QuickBooks data block.

• Pick Filters
• Text Filters
• Value Filters
• Calendar Filters

There is also an Advanced Filter dialog box that is available on the Data Ribbon in Excel.

• Allows you to filter on complex criteria such as Item Type = Inventory Item and Sales > 2000.
• Option to make a copy of the filtered subset in another sheet.

Pick Filters

For List reports, you can manually check/pick one or multiple items for filtering.

Text/Label Filters

A simple List Report allows you to create a Text filter, e.g. Begins with 'Cover'

Value Filters

You can perform this type of filter only on a numeric type of field, e.g. quantity, amount

Calendar Filters

QQube has date ‘shortcuts’ which extend the ways in which you look at a date. E.g. May 7 is Friday, and the 127^th day of the year, and the 5^th day of the week, etc.

But, did you know that there are ‘QuickBooks like’ Date Filters built in?

Advanced Filtering

Click on the Advanced Icon in the Sort & Filter Section, under the Data Ribbon in Excel to give you access to multiple criteria filter.  In this example, we filtered for Item Type = Inventory Item which have sales greater than $2,000.

For more information on using this feature visit this Microsoft URL