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Excelspreadsheet~15 mins

Filtering data with AutoFilter in Excel - Real Business Scenario

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Scenario Mode
👤 Your Role: You are a sales analyst at a retail company.
📋 Request: Your manager wants you to quickly find all sales records for the 'East' region and sales greater than $500 to analyze performance.
📊 Data: You have a sales data table with columns: Date, Region, Salesperson, Product, and Sales Amount.
🎯 Deliverable: Create a filtered view of the sales data showing only rows where Region is 'East' and Sales Amount is greater than 500.
Progress0 / 4 steps
Sample Data
DateRegionSalespersonProductSales Amount
2024-01-05EastAliceWidget450
2024-01-07WestBobGadget700
2024-01-10EastCharlieWidget800
2024-01-12NorthDianaGizmo300
2024-01-15EastEvaGadget600
2024-01-18SouthFrankWidget550
2024-01-20EastGraceGizmo400
2024-01-22WestHankWidget900
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Step 1: Select the entire sales data table including headers.
Click and drag from cell A1 to E9 to select all data.
Expected Result
The whole table is highlighted.
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Step 2: Turn on AutoFilter to enable filtering options on each column header.
Go to the Data tab and click 'Filter' button.
Expected Result
Dropdown arrows appear in each header cell from Date to Sales Amount.
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Step 3: Filter the 'Region' column to show only 'East'.
Click the dropdown arrow in the Region header, uncheck all, then check only 'East', and click OK.
Expected Result
Only rows with Region 'East' are visible.
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Step 4: Filter the 'Sales Amount' column to show only sales greater than 500.
Click the dropdown arrow in Sales Amount header, choose 'Number Filters' > 'Greater Than', enter 500, and click OK.
Expected Result
Only rows with Sales Amount greater than 500 and Region 'East' remain visible.
Final Result
Date       | Region | Salesperson | Product | Sales Amount
---------------------------------------------------------
2024-01-10 | East   | Charlie     | Widget  | 800
2024-01-15 | East   | Eva         | Gadget  | 600
✓Only two sales records match the criteria: Region 'East' and Sales Amount > 500.
✓Charlie made a sale of 800 and Eva made a sale of 600 in the East region.
Bonus Challenge

Add a filter to show only sales made by 'Eva' in the filtered data.

Show Hint
Use the AutoFilter dropdown on the Salesperson column to select only 'Eva' after applying the previous filters.