Microsoft Office

Part V
Analyzing Data with Excel
Query Wizard: Filtering data
In the second Query Wizard dialog box, you specify your record selection criteria — how you want to filter
the data. This step is optional. If you want to retrieve all the data, just click the Next button to proceed.
Figure 33.7 shows the Filter Data dialog box of the Query Wizard.
FIGURE 33.7
In the second step of the Query Wizard, you specify how you want to filter the data.
For the example, not all records are needed. Recall that you’re interested only in the records in which one of
the following applies:
n
n
n
The Division is N. America.
The Department is Training.
The Category is Compensation.
n The Year is 2006.
n The Month is Jan, Feb, or Mar.
The criteria are entered by column. In this case, you have five criteria (one for each of five columns):
n
n
n
n
n
In the Column To Filter list, select Division. In the right panel, select equals from the first dropdown
list and select N. America from the second drop-down list.
In the Column To Filter list, select Department. In the right panel, select equals from the first
drop-down list and select Training from the second drop-down list.
In the Column To Filter list, select Category. In the right panel, select equals from the first dropdown
list and select Compensation from the second drop-down list.
In the Column To Filter list, select Year. In the right panel, select equals from the first drop-down
list and select 2006 from the second drop-down list.
In the Column To Filter list, select Month. In the right panel, select equals from the first dropdown
list and select Jan from the second drop-down list. Because this column is filtered by multiple
values, click on the Or option and then select equals and Feb from the drop-down lists in the
second row. Finally, select equals and Mar from the drop-down lists in the second row.
To review the criteria that you’ve entered, just select the column from the Column To Filter list. The Query
Wizard displays the criteria that you entered for the selected column.
When you’ve entered all the criteria, click Next.
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