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.
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:
- Split an excel file in to many using Advanced Filters & VBA [with video]
- Move data from one sheet to many using VBA
- Split text on new line using VBA
- Consolidate data from multiple files in to one using VBA Macros
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.
14 Responses to “How to Add your Macros to QAT or Excel toolbars?”
We have only just got excel 2007 so this is helping me navigate my way through the differences cheers.
For Macro's i always add a Command Button, rename it something obvious, change the colour of it and finally add the following to its View Code section.
Application.Run "MAcro1"
This way anyone opening the file knows what to do if i ever win the lottery and dont make it in 🙂
Hi,
Good article. But I have this problem.
1) Customized QAT with a macro. Macro name = MacroX
2) Runs OK from original location (e.g. C:\TestLoaction1\TestFile.xls)
3) Copy past file to new location (e.g. C:\TestLoaction2\TestFile.xls)
Menu button now fails:
Cannot run the macro "C:\TestLoaction1\TestFile.xls'!MacroX' The macro may not be available in this workbook...
Of course the code is there, and macros are enabled.
Could get it to work after deleting and recreating macro custom buttons. So have to re-assign macro to QAT button every time I move the file?
If I put a form button on he worksheet and assign the macro to that, it's location independent.
Any ideas?
Thanks
@Ron
What you have said is correct
Macros within a worksheet are stored within the worksheet and hence follow it.
Macros referenced by a button in the QAT or elsewhere are locaed in a file and if that file is moved the linkages don't follow.
The easiest way around this is to store all your macros in a location that doesn't move and is in fact reloaded everytime that Excel starts and that is called the Personal.xlsx/b file.
These are refered to several time at Chandoo.org or have a read of
http://www.rondebruin.nl/personal.htm
or
http://office.microsoft.com/en-us/excel-help/deploy-your-excel-macros-from-a-central-file-HA001087296.aspx
In Excel 2003 and prior versions, a button added to the Toolbar maintained a DYNAMIC link to the file (e.g. Personal.xlsb) holding the assigned macro, such that if the file was relocated for any reason (by using Excel's native Save As command rather than just moving it via Windows Explorer), the link between the button and the file was updated.
I expected the same to occur with Excel 2007+, but alas, Microsoft in their infinite wisdom have removed another feature useful to advanced users (just as they did by removing the ability to design your own buttons)!!
So having just done some reorganisation of my files, I now have to remove and recreate every friggin macro button on my QAT (I have lots) - what a pain in the proverbial!!
Hi Hui,
Thanks for the help, that's really useful.
1) The macros I'm adding are for one specific Excel application, so I really wanted the macros to follow the file
2) I didn't want to have to pass other files around too and have users installing those - either Personal.xlsx/b or as an Add-In.
3) I realise now that the QAT additions will appear for other Excel workbooks in which I don't want the macros available.
So, it looks like I need to keep it local, by using a button on the worksheet. Unless you can suggest any way of adding to menus just for a specific workbook.
Thanks again for your help. Great site, so I'll be signing up for the emails.
Ron
I know I'm a little late jumping on this post, but wondering if anyone knows how to add a UDF to the QAT? I've saved my UDF in my personal workbook, but it does not show up in my list when I choose Macros when customizing my QAT. Suggestions? Thanks!!
@Cheryl: UDFs cannot be accessed like Macros. You can use them from other macros or from worksheet cells as formulas...
@David: If you save your macros file and then install it as an add-in then it will be always available for you.
The instructions work great when you are creating a new file, and it is still open. I find that I can't access macros after I've saved a file as an xlam and closed it. When I reopen the xlam, either by browsing to it, or by having it set to open as an addin using Excel Options, the macros are no longer available in the macros list when I go to edit the QAT. Any way around that?
[...] Add this macro as a button to Quick Access Toolbar [...]
I need to create a button that will run a macro. Once you click the button it needs to open up a browser asking you to select a report/file. Once you select the file, it will run the macro on the selected file and then save it as a new report with a name and the current date. I created the macro to sort/modify the report but I do not know how to do what I mentioned above. I hope this makes sense.
I'm having trouble adding a macro to the QAT. I've done everything up to step 5 but my macro isn't showing up. What am I doing wrong?
[...] Add Macros to Quick Access Toolbar (works in Excel 2003 & above) [...]
Hi,
Thank you for the explanation. Very useful for a recent switcher from office 2003 to office 2010.
My follow-up question is: in Excel (or ppt) 2010, can you customize the macro button that you put in the QAT?
In office 2003, once you chose the custom button for your Macro, you could then edit pixel by pixel the said button.
For instance, I've created 2 Macros in PPT that are converting all my slides to either English or French language, so I'd like one button to show EN and the other FR... that would be more meaningful that any of the possible "custom" office 2010 buttons
I read all the post and one important aspect to the QAT was never mentioned. That is, you have a macro driven worksheet that you want to share with other. You have customized the QAT with two icons to run the macros (VBA programs in reality). However, when the others receive the workbook, the icons are no where to be found. It's my understanding those "customized buttons" have been saved to an outside file, Excel.qat. QUESTION: Could one simply attach that file to your email, along with the worksheet, and tell the recipients to copy that file to correct location on their computer - C:\Users\\AppData\Local\Microsoft\Office|\
Would the customize macro buttons then appear in the worksheet and, more importantly, work? Thanks for your thoughtfulness and thanks for well written instructions Chandoo!
MortW