Filtering is one of the most used feature in Excel. It is a quick way to take lots of data and narrow down to the subset we want.
Naturally, there are many powerful ways to work with filters. To name a few,
- Using CTRL+Shift+L shortcut to quickly turn on / off the filters
- Right clicking on a cell value and choosing filter > filter by selected cell’s value
- Using advanced filters to set up complex filtering conditions
But here is one common filtering scenario that is slow as snail.
Imagine you are looking at some sort of sales data (if you can’t imagine, look at the below demo).
Now, you want to filter this list for a combination like, gender=male, profession=self-employed, product category = chocolates and quantity = 1.
If you use the right click, filter > filter by selected value approach, this will take several clicks.
Wouldn’t it be cool if you can select the entire combination and say filter?
Unfortunately, no such feature exists in Excel.
But you are not aiming to be ordinary in Excel. You are aiming to be awesome in Excel. That means, you don’t take no for answer.
Fortunately, we can quickly write a VBA macro that filters a list by selection. So let’s do that. Here is what you will learn to create:
Filtering a table by selected combination of values using VBA
What we need to achieve?
Our goal is simple. User (that is you) selects a range of cells depicting the conditions for filtering. Something like this.
After selection, we fire up the filtering macro and instantly our list is filtered.
We can select a single-range or multiple cells (using CTRL+select technique)
Just to keep things simple, let’s assume the data is always in a table.
Algorithm / Steps for the VBA macro
Whenever you attempt to write VBA code, it is a good idea to start by writing down the steps in plain English. This is called as algorithm. By writing down the steps, we force our mind to think clearly about the problem at hand and come up with best possible solution.
Here are the steps for filtering the table by selected combination
- Make sure user has selected some values in a table
- Check if more than one row is selected. If so, exit as we don’t want to filter based OR conditions, we just want to filter based on AND conditions.
- For each cell in the selection
- Find out the corresponding column number
- Apply filtering on the table for corresponding column number with the cell’s value
- Repeat for next cell
- Done
VBA code – Filtering based on selected combination
Here is the VBA code for filtering based on selected combination. First examine the code. Then, we will understand key segments of it.
Sub combinationFilter()
Dim cell As Range, tableObj As ListObject, subSelection As Range
Dim filterCriteria() As String, filterFields() As Integer
Dim i As Integer
'If the selection is in a table and one row height
If Not Selection.ListObject Is Nothing And Selection.rows.Count = 1 Then
Set tableObj = ActiveSheet.ListObjects(Selection.ListObject.Name)
i = 1
ReDim filterCriteria(1 To Selection.Cells.Count) As String
ReDim filterFields(1 To Selection.Cells.Count) As Integer
' handle multi-selects
For Each subSelection In Selection.Areas
For Each cell In subSelection
filterCriteria(i) = cell.Text
filterFields(i) = cell.Column - tableObj.Range.Cells(1, 1).Column + 1
i = i + 1
Next cell
Next subSelection
With tableObj.Range
For i = 1 To UBound(filterCriteria)
.AutoFilter field:=filterFields(i), Criteria1:=filterCriteria(i)
Next i
End With
Set tableObj = Nothing
End If
End Sub
How does the combinationFilter() macro work?
Checking if selected cells are inside a table
We start by checking if the selection is inside a table by checking if the Selection.ListObject is not nothing. (Aside: there is no direct way to ask if there is a listobject. So we ask indirectly, by saying Not Selection.ListObject Is Nothing.)
Once we know that Selection is inside a table, we grab the table object and set it to the variable tableObj.
Finding out what to filter
To set filters on a table, we need to know the field number (ie column number inside the table) and filter criteria.
Filter criteria is denoted by cell values in the selection.
We are extracting filter criteria values & determining the column numbers for each of the selection’s cells using a simple For Each loop.
Setting up the filters
Once all the filter criteria are determined, we simply loop thru the criteria and set the filters on table using tableObj.Range.AutoFilter method.
How to use this macro for your data?
This macro is designed to work with any table. I have tested it in Excel 2010 & Excel 2013 and it seems to work alright.
To use it with your data, follow below steps.
- Open your personal macros file
- Copy the combinationFilter() macro and paste it in your Personal Macros workbook in a module
- Save and close personal macros file.
- Add this macro to Excel ribbon or quick access toolbar (QAT)
- To add to ribbon: Refer to below picture.
- To add to Quick Access Toolbar – click here for instructions.
- To add to ribbon: Refer to below picture.
- Once you select the combination to filter, click on the ribbon / QAT button.
- Done!
Download Selected Combination Filter Macro
Please click here to download the example workbook. Play with the macro to understand it better.
New to VBA? Learn how to exploit its awesome power
If you are new to VBA, you might find above example both awesome & hard to digest. But don’t worry. Start with this simple crash course on VBA. Check out more VBA examples. Very soon you will be automating parts of your work and impressing your boss. All the best.
Do you find the combination filter useful?
When I first thought about this macro, I feared the code might be too long or confusing. But I am happy with the outcome. It is a crisp, simple and powerful macro that I can use often when working with lots of data.
What about you? Do you find this macro useful? How are you planning to deploy it for your work situations. Let me know in the comments area.
23 Responses to “Shift Calendar Template – FREE Download”
Hi Chandoo,
your recent postings include only Excel 2007 templates. Unfortunately the company I work at still runs Excel 2003. Is it possible to get your awesome files in other excel version as well?
Thanks so much for your great excel stuff!
Is it possible to do this for shifts with hours instead of days? To organise a three shift day?
Thanks in advance,
Stelios
In my organization there are 45 employees i need split then into three shifts ex:A shift:14,B shift:14,C shift:14 and week off:3 kindly help me on this.
@Masthan
You need to understand what rules your company has for the various shifts / roster combinations
Chandoo, I once did a shift control spreadsheet for my team. I put one person in each line, the columns were the days. I put a shift code in each cell indicating in which shift that person should work, or if the person were out that day. I have two codes for being out. One is for vacations and one is to compensate days worked in weekends. This way I was able to count how many persons I have in each shift, how many were on vacations and how many were out compensating (that's the term we use here) weekend worked hours.
Later I included the possibility of a person be in two lines one for normal hours other for overtime. This is mainly used for planning purposes. If you would like I can send you an example. The only problem of this spreadsheet is that we don't have a person view, only this consolidated view.
Hi George, I would like to have a copy of your spreadsheet if you can share it.
Thanks in advance, Chuck
Hi Chandoo,
Where is the code located ? is it VBA ? If so , how do you hide it ? Or it is .NET ?
Thx
@Idan
.
No VBA or code, it is all done with Mirrors.
Only Joking,
.
But there is no VBA or code,
It is all done with Named Formulas and Lookups.
Have alook at the cells in the calander area and Named Formulas in the Formulas, Name Manager Tab.
How can i calculate between two or more different workbooks? Please, reply me as early as possible.
@Anand
Open the workbooks you want to link to
Start a formula = and click and change between workbooks as required.
You can use the View, Switch window menu to change workbooks mid formula
The format for using workbooks is
=[Workbook.xlsm]Sheet1!$A$1
or
=SUM('[Book2.xls]Sheet1'!$A$1:$D$10)
etc
Hi Chandoo,
I am working with a call centre wherein i ned to update at the month end 20 to 30 employees login hours which are defict to track it at the month end is very difficult is there any template which can be made to track that why on a particular day a guy who needs to be on calls was why not on calls.
Thank you so much Chandoo. This is really helping me. As usual, you rock.
What's FortyTwoDays and Calendar in Name manager?
Both are unused and FortyTwoDays doesn't make any sense.
I have a SQL db that contains records of events scheduled/completed on a particular date. Can this method ous building a calendar be used to display those events on the respective day?
Positively awesome!
I'm attempting to help a friend create a schedule for adult classes - and of course its not"paid help". Here is the scenario:
20 classes, instructor, room#, student class size, start date, number of class days (need to subtract weekends)
class
instructor
room
students
start
#days
PATH
karen
201
21
01/01/13
11
BILLING
jane
401
15
01/12/13
13
MEDISOFT
mike
301
11
01/25/13
9
he'd like to see these classes show up in different colors within the same month's calendar chart. He can draw it, but I'd like to see it done automatically through data, and I just can't visualize it, but I KNOW this will work - can you help?
Jan 🙂
Dear chandoo,
Try many way to download still can't access. Any way we want to try out 3 shifts with 3 guys in a group .eg Group A Morn, Group B Night and Group C Rest. And every each group must work on sunday to take turns. In fact we are security teams so that's why sunday is required to work. Pls guide and show how to put in the working calendar. Thank you in advance.
I've been trying to copy and/or recreate this to use in a workbook I'm doing for the transportation department I'm working for. I need to have the calendar on the first sheet in my document (it has graph's from data on another sheet). I'm trying to use it to track (with the conditional formatting) accidents and injuries. I've redone the conditional formatting to do 4 different accident types (no injury, near miss, OSHA recordable injury and work loss injury), but when I enter the formula's you have in the calendar portion where it says "DateOfFirst-FirstWeekDay" I can't figure out how you did that. Are you able to help?
I would like to use Excel to solve the following problem for a community work. I want to create a Driver schedule for a given month from a pool of volunteers for a community service. Each of these volunteers can drive only on specific days in a week. I would like to populate the driving schedule for each weekday with primary, secondary and tertiary drivers in a random fashion so that I do not overburden one person. I would greatly any help you can provide.
Hi chandoo,
Thanks for your valuable effort for create this template and let me know how to add multiple employees in the the Roaster.
Hi Chandoo,
This article on shift roaster is very helpful. Could you please let me know how i can use the same for n number of resources who work 24/7, considering their leaves and holidays?
Thanks,
Savitha
Hi Chandoo,
This article on shift roaster is very helpful to all. Could you please let me know how i can use the same if I want to add for some more shifts, since the color is not getting change if I add more shifts like 4,5 etc.,
Thanks,
Murali
nice post
How can I change the date to 2017 under Shift Data worksheet.