Using Double Auto Filter sample 1 2 3 pg 120 121 123

Using Double AutoFilter

Example 1
To see only rows where column SRC contains item 'INV' and column MTH contains item '3'

In this example, effectively we want to see sales invoices for month 3. This means we want to view rows where the column SRC contains INV and then further filter rows where column MTH contains item 3. In this case, we can use Double AutoFilter because it will look for items in more than one column, but one column by one column.

1. Follow steps 1 to 3 in Example 1 under Using Simple AutoFilter.

2. Click the small arrow which appears on the right side of column titled SRC.

3. A list of items will appear.

4. Select the source item that you want (INV). Now you will see only rows of data where the source is the selected one.

5. Next, click the small arrow which appears on the right side of column titled MTH.

A list of every unique items under the column title MTH will appear. 6.

7. Click on the month that you want (3).

Now you will see only rows of data of a particular month for a particular source. All the totals in row 1 will be automatically updated.

Example 2

To get a list of unpaid invoices from one particular supplier

Say we may want to get a list of all unpaid invoices from a particular supplier and the total amount. We can get it by using Double AutoFilter.

First select all open items in the column CREDITOR STTMNT, and then select a supplier name from column ACCOUNT CREDIT. Here, we will rely on two columns (CREDITOR STTMNT and ACCOUNT-CREDIT) but one column at a time:

1. Follow steps 1 to 3 in Example 1 under Using Simple AutoFilter.

2. Click the small arrow which appears on the right side of column titled CREDITOR STTMNT.

3. A list of items will appear.

4. Select the item open.

5. Next, click the small arrow which appears on the right side of column titled ACCOUNT-CREDIT.

6. A list of every unique items will appear.

7. Click on the creditor name you want.

Now, you should see the data rows filtered according to the selected items (open and a creditor name). The total can be seen in cell J1.

Example 3

To get a list of unpaid sales invoices to one particular customer

We may want to get a list of all unpaid invoices to a particular customer and the total amount. We will rely on two columns (DEBTOR STTMNT and ACCOUNT-DEBIT) but one column at a time. So we can use a Double AutoFilter operation.

First select all open items in the column DEBTOR STTMNT, and then select a customer name from column ACCOUNT-DEBIT.

1. Follow steps 1 to 3 in Example 1 under Using Simple AutoFilter.

2. Click the small arrow which appears on the right side of column titled DEBTOR STTMNT.

3. A list of items will appear.

4. Select the item open.

5. Next, click the small arrow which appears on the right side of column titled ACCOUNT-DEBIT.

6. A list of every unique items will appear.

7. Click on the customer name you want.

Now, you should see the data rows filtered according to the selected items (open and a customer name). The total can be seen in cell H1.




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