Filtering with filter views in Google Sheets - Real Business Scenario

Scenario Mode

👤 Your Role: You are a sales analyst at a retail company.

📋 Request: Your manager wants you to create different views of the sales data to analyze sales by region and by product category without changing the original data for others.

📊 Data: You have a sales data table with columns: Date, Region, Product Category, Product Name, Units Sold, and Revenue.

🎯 Deliverable: Create filter views in Google Sheets to show sales filtered by Region and by Product Category separately.

Sample Data

Date	Region	Product Category	Product Name	Units Sold	Revenue
2024-05-01	North	Electronics	Headphones	15	1500
2024-05-02	South	Clothing	T-Shirt	30	600
2024-05-03	East	Electronics	Smartphone	10	7000
2024-05-04	West	Home	Blender	8	800
2024-05-05	North	Clothing	Jacket	5	500
2024-05-06	South	Home	Vacuum	7	1400
2024-05-07	East	Clothing	Jeans	20	1200
2024-05-08	West	Electronics	Tablet	12	3600

1

Step 1: Open the Google Sheets file containing the sales data.

No formula needed.

Expected Result

You see the sales data table with all rows and columns visible.

2

Step 2: Create a filter view to show only sales from the 'North' region.

Go to Data > Filter views > Create new filter view. Then click the filter icon on the 'Region' column header and select only 'North'.

Expected Result

The filter view shows only rows where Region is 'North' (2 rows).

3

Step 3: Name this filter view 'North Region Sales' for easy identification.

In the filter view black bar at the top, enter 'North Region Sales' as the filter view name.

Expected Result

Filter view is saved with the name 'North Region Sales'.

4

Step 4: Create another filter view to show only sales from the 'Electronics' product category.

Go to Data > Filter views > Create new filter view. Click the filter icon on the 'Product Category' column and select only 'Electronics'.

Expected Result

The filter view shows only rows where Product Category is 'Electronics' (3 rows).

5

Step 5: Name this filter view 'Electronics Sales'.

In the filter view black bar, enter 'Electronics Sales' as the filter view name.

Expected Result

Filter view is saved with the name 'Electronics Sales'.

6

Step 6: Switch between filter views to analyze sales by region or product category without changing the original data.

Go to Data > Filter views and select either 'North Region Sales' or 'Electronics Sales'.

Expected Result

The sheet displays filtered data according to the selected filter view.

Final Result

North Region Sales

↓

Electronics Sales

✓Sales from the North region include Headphones and Jackets.

✓Electronics sales include Headphones, Smartphone, and Tablet.

✓Filter views allow easy switching between different data filters without affecting others.

Bonus Challenge

Create a filter view that shows sales with Revenue greater than $1000.

Show Hint

Use the filter icon on the 'Revenue' column, choose 'Filter by condition', then select 'Greater than' and enter 1000.