Extract data using Advanced Filter and VBA

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In this post we will learn how to use the Advanced Filter option using VBA to allow us to filter our data on a separate sheet. This has been requested by a lot of our readers and here is how we will use them.

Filter records using advanced filter and vba

What we need to get this done.

1. Some data that we need filtering on.
2. Define what options we need as drop down lists
3. A cup of coffee

 

In the sample data, I have defined 4 options to be available as drop down list; this has been done by creating a new sheet called as “Master”. I then copied the existing columns data into this sheet and used the Remove Duplicates feature to get the unique list of items that was required for the drop downs.

The named ranges were created using the INDEX function as shown below

Named Range Formula
prd =Master!$A$2:INDEX(Master!$A:$A,COUNTA(Master!$A:$A))
rgn =Master!$B$2:INDEX(Master!$B:$B,COUNTA(Master!$B:$B))
cust =Master!$C$2:INDEX(Master!$C:$C,COUNTA(Master!$C:$C))
agnt =Master!$D$2:INDEX(Master!$D:$D,COUNTA(Master!$D:$D))

Now we need to setup the sheet where we need the filtered data to be displayed. Headings were put in cells B5 to B8 and the drop down (using the Data Validation—List) feature was put in cells C5 to C8. Now we need to create or criteria fields in the RawData sheet, this is a requirement and cannot be any place else. When you use the Advanced Filter dialog box and try to place the output onto another sheet Excel will display a message saying “You can only copy data to the Active Sheet”. We will overcome this limit by using VBA and telling Excel where to put the filtered data. I used the cells M1 to P1 to define the headings and cells M2 to P2 to get the actual options from the “Filter Sheet”

Cells Formula
M2 =Filter!C5
N2 =Filter!C6
O2 =Filter!C7
P2 =Filter!C8

Macro to run advanced filter and extract data


Sub FilterData()
Sheets("Filter").Select
Range("B10").Select
Range(Selection, Selection.End(xlToRight)).Select
Range(Selection, Selection.End(xlDown)).Select
Selection.Clear

Sheets(“RawData”).Range(“Table1[#All]”).AdvancedFilter Action:=xlFilterCopy, CriteriaRange:= _
Sheets(“RawData”).Range(“M1:P2”), CopyToRange:=Sheets(“Filter”).Range(“B10”), Unique:=True

Columns.AutoFit
Range(“B10”).Select
End Sub

First we ensure the current filtered data (in any) is cleared out before we run the code again and then we get the new filtered data from cell B10 onwards. Now let’s understand the actual code that filters our data here.


Sheets("RawData").Range("Table1[#All]").AdvancedFilter
Action:=xlFilterCopy,
CriteriaRange:=Sheets("RawData").Range("M1:P2"),
CopyToRange:=Sheets("Filter").Range("B10"),
Unique:=True

We converted our raw data into an excel table (Structured Reference Structured Reference), by doing this we no longer need to know how many rows our data actually goes down to, the “Table1[#All]” takes care of that for us.

We also need to specify that our data is in another sheet and we are trying to run Advanced Filter on that data range, this is done using the first line ” Sheets(“RawData”).Range(“Table1[#All]”).AdvancedFilter “.

Next we specify the action that we need which is Copy in our case, the other option is “xlFilterInPlace” which would filter right on our data itself.

Then we have specified the Criteria Range (which needs to be on the same sheet where the data is).

And finally we have specified where the output has to be sent to by using : “CopyToRange:=Sheets(“Filter”).Range(“B10″)”

We have also made sure that only Unique records are returned to us by turning Unique:=True.

Download Advanced Filter Demo File

Click here to download the demo file & use it to understand this technique.

Do you use Advanced filters to extract sub-sets of data?

Advanced filters are very powerful and very simple to setup. I use them often to quickly extract what I want.

What about you? Do you use them often? Please share your experiences, techniques & ideas using comments.

Learn more about extracting / consolidating data using VBA

Data extraction and consolidation are one of the most common activities done by reporting professionals & analysts. No wonder we speak about these areas a lot here too. Please check out these pages to learn more:

Want to lean more? Consider joining our VBA Classes

If you would like to learn more about VBA programming, Excel automation, creation of user forms, manipulating data in Access thru Excel etc., consider joining our online VBA Classes. This step-by-step program helps you become awesome in VBA.

Click here to know more & Join our classes.

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7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”

  1. Dan Murray says:

    I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.

    A Twitter-like secure application like Yammer might be a good fit with this.

    For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.

  2. Aires says:

    @Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)

    The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂

    (Ah, btw, I'm Fernando... 🙂 )

  3. Chandoo says:

    @Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".

    For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "

    @Aires.. thanks once again.

  4. Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project

    The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.

    Regards

    Susan de Sousa
    Site Editor http://www.my-project-management-expert.com

  5. Sue says:

    Hi Chandoo,
    I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
    Thanks

    Sue

  6. XLCalibre says:

    The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!

  7. I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards.  I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved.  I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.

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