Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: Setting Up Custom AutoFiltering.

Setting Up Custom AutoFiltering

by Allen Wyatt
(last updated December 2, 2017)

When are using Excel's AutoFiltering feature, you may want to display information in your list according to a custom set of criteria.

Excel makes this easy to do. All you need to do is the following:

  1. If AutoFiltering is not already turned on, choose Filter from the Data menu, then click AutoFilter.
  2. Use the drop-down arrow to the right of a column label to select the (Custom...) option. Excel displays the Custom AutoFilter dialog box. (See Figure 1.)
  3. Figure 1. The Custom AutoFilter dialog box.

  4. Use the controls in the dialog box to set the criteria you want used for filtering your list.
  5. Click on OK.

You can use the Custom AutoFilter dialog box to set any combination of criteria that you need. For instance, you can indicate that you want to see any values below, within, or above any given thresholds you desire. The filtering criteria will even work just fine with text values. For instance, you can cause Excel to display only records that are greater than AE. This means that anything beginning with AA through AE won't be displayed in the filtered list.

You should note that Excel also provides wildcard characters you can use to filter text values. These are the same wildcards you can use in specifying file names at the Windows command prompt. For instance, the question mark matches any single character, and the asterisk matches any number of characters. Thus, if you wanted to only display records that have the letter T in the third character position, you would use the equal sign operator (=) and a value of ??T*. This means the first two characters can be anything, the third character must be a T, and the rest can be anything.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2857) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Setting Up Custom AutoFiltering.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He  is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Page Numbers are Zeros

If you have a document where the page numbers are always zero, you may be rightly wondering what is happening. This tip ...

Discover More

Large Numbers in the MOD Function

There is a known bug in the MOD function that stops it from working with large numbers and small divisors. This tip examines ...

Discover More

Implementing a Dynamic Document Control Table

Accurately and repeatedly referencing information within a document is a common task that needs to be done. One way to ...

Discover More

Solve Real Business Problems Master business modeling and analysis techniques with Excel and transform data into bottom-line results. This hands-on, scenario-focused guide shows you how to use the latest Excel tools to integrate data from multiple tables. Check out Microsoft Excel 2013 Data Analysis and Business Modeling today!

More ExcelTips (menu)

Filtering to a Date Range in the Past

If you have a large number of data records, each with an associated date, you might want to filter that data so you see only ...

Discover More

Finding Rows with Values in Two Columns

When you use Excel to input and store information, you need to be concerned with whether the information meets your ...

Discover More

Using AutoFiltering

Excel's AutoFilter tool is a great way to make a long list of items much more manageable. This tip explains how to set up an ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 6 - 0?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


This Site

Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.