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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37 Responses to “Quickly Change Formulas Using Find / Replace”

  1. Andras Ujszaszy says:

    Chandoo,
    this is a really cool stuff what I use quite often. In addtion this method also could be a good choice to switch the reference type of the formulas from relative to absolute or vice versa. (just simply replace the $ in the same way).
    Andras

    • Chandoo says:

      @Andras: you are right, we can use find / replace to change references, reference types etc. Now, only if they had regex in find/ replace, we could so much more 🙂

      @Tony Rose: Thank you. This is very useful and powerful feature. I even use it for cleaning up data. While formulas are good, they are not the solution for every problem. Often when I need more powerful cleanup / changing, I copy paste the stuff to text editors like notepad++ and then use their find/replace to do the dirty task.

      • Sonia says:

        What if i have to change the formula from ='Analysis'!C1 to 'Analysis 1'!C1?
        I tried doing it using Find /Replace but could't. Encountered some errors.

        And is there a way to change this using VBA???

        • Ollie says:

          Hi,

          Did you ever get a reply to this?

          Thanks

          Ollie

        • MF says:

          to make your life easier, suggest you to avoid (Space) in worksheet names whenever possible. Consider (underscore) instead.

          • Luke Moraga says:

            As the first formula wouldn't have the single apostrophes (since there's no space) need to include that in replace. So, search for:
            Analysis

            and replace with:
            'Analysis 1'

  2. Tony Rose says:

    This could be the most useful tips I've seen in a while. I use this all the time and can instantly change 400 formulas with a few clicks. Like so many other functions in Excel, I don't know what I would do without this one.

    Keep 'em coming!

  3. [...] on formulas: 5 areas where mouse kicks keyboard’s butt | Edit formulas in bulk using Find / Replace | Excel Formulas Online [...]

  4. purushoth says:

    THANKS BRO

  5. The Red Ranger says:

    You, sir, are a god among men...

  6. David says:

    This is really cool. Your just save me hours of work. Thanks.

  7. Jodie says:

    Thanks so much for this fix! It saved me tons of work. I'm muddling my way through and this really helped!

  8. Jesse says:

    Oh... My... God!
    This tip just saved me about 2 hours every month! I can't believe how easy it is to use. Now, can somebody tell me who I should call to get a refund for the previous 100 hours I spent manually changing formulas cell by cell?
    Thanks so much! 

  9. Bilal says:

    THANK YOU!!!!
    You saved me hours, I had a sheet that has more than 500 formulas, and i needed to replace the year in all of them, you saved me hours

  10. Elliot says:

    Awesome info on replacing cell addresses in formulas. I have never heard about Ctrl+` before. Thank you!

  11. T says:

    I have something inside a formula like:
    =sum(A1, A2*10) all over I now need to get rid of the *10 {=sume(A1, A2)} I thought to use the find replace trick above but with a blank in the replace but it then outputs just zeros. I thought I could trick it by doing *1 but then it just turns into =*1) with none of my references. Does anyone have an idea how to do this?
    The Ctrl+ trick is cool.

  12. Peter says:

    Thank you! This literally will save me hours and hours of time, and that's without losing my sanity in the process!

  13. Brigitte says:

    I have Sheet(1), Sheet(2), Sheet(3), etc ... Sheet(100).
    Then there's a summary tab where I want to recap information on all those different sheets. Is there anyway to create a formula on the Summary tab to get ='Sheet(1)'!B$29 copied down for all 100 sheets without having to change each sheet # within the formula by hand?

    • Hui... says:

      @Brigitte
      If you have a list of the sheet names in A2:A100
      In B2: =INDIRECT("'"&A2&"'!$B$29")
      Copy down

      or if you don't have a list of the sheets names you can make it up on the fly
      =INDIRECT("'sheet("&ROW()-1&")'!$B$29")
      Copy down

      • Brigitte says:

        Thanks for the suggestion. However, I copied your formula right back to my file and it didn't work. So I did it another way. I put the tab/cell reference in one cell and then did an =INDIRECT() to capture that information.

        K2="'Sheet("&L2&")'!B$29" which has a value of 'Sheet(1)'!B$29
        B2=INDIRECT(K2) which now has a value of 40 (contents on Sheet(1).

        Thank you!!!!

  14. Mohammed Ali says:

    Thank you ..

  15. Niharika says:

    Hi, Out of all the formulae, I wish to replace the formula which has generated 0 value with blank space? I am unable to do it with find and replace function,

    Please suggest.

  16. Rashed says:

    Thanks.

  17. Kevin says:

    Chandoo, you literally just saved me about 2 hours of work. I had a document with a daily report in two formats. The second formate just linked to all the appropriate cells in the other format (different sheets). This was 180 references that needed to be changed and I had to make this for a 4 week period (aka 28 different sheets at 180 references to change per sheet).

    Thanks so much.

  18. Brian says:

    I have tried this way and without using the Ctrl-` formula view
    Either way, I am trying to do something simple, but it won't let me.

    I have a bunch of cells with a simple math formula like
    =-(0.5*20)
    various values in each cell, multiplied by 20

    I simply want to change the multiplier globally from 20 to 25. But when I tell it to find *20 and replace it with *25, it replaces the entire cell contents with *25, rather than just replacing the *20 portion of the cell contents.

    Can anyone assist with this? Seems so simple, but Excel isn't letting me do it.

    • Hui... says:

      Search/Replace 20 or 20) with a cell Reference eg A1 or A1)
      Then put the value 25 in A1

      By using a * in the search it replaces all the text

  19. sadaqat says:

    how to find a specific cell's value in a column & replace replace it with another cell value i actually need a method to replace a data in ca column and replace with the value i have in a specific cell can i give a [ location ] of data to what i need to find and then give row or column range to where i need to find and the given value & then give a [ location ] of data to what i want to be replace with the find and replace by row & column range & than by specific criteria and than by specific location.
    please help.

  20. sadaqat says:

    how to find a specific cell’s value in a column & replace replace it with another cell's value.
    i actually need a method to find a specific cell's data in a column and replace it with the value i have in a specific cell.
    can i give a [ location ] of data to what i need to find and then give row or column range from where i need to find the given value & then give a [ location ] of data to what i want to be replace with.
    find and replace by row & column range & than by specific criteria and than by specific location.
    please help.

  21. sadaqat says:

    how to find a specific cell’s value in a column & replace it with another cell’s value.
    i actually need a method to find a specific cell’s data in a column and replace it with the value i have in a specific cell.
    can i give a [ location ] of data to what i need to find and then give row or column range from where i need to find the given value & then give a [ location ] of data to what i want to be replace with.
    "find and replace by row & column range & than by specific criteria and than by specific location."
    in more than 100 sheets in entire workbook
    please help.

  22. Juaninho says:

    This is a great tool, does anyone knows an easiest way??

    I'm working with a system that has over 59000 references... so every time the replace all is activated. I lose an entire day.

  23. sadaqat says:

    i actually needs to find cell number "D12" in column "D" and replace with Cell Number "B8" for example
    find what = Cell Number "D12" John McNamara
    find Where = in Column "D"
    Replace with = Cell Number "B8" Bieber D'Souza
    Replace Range = Column "D"
    In which Sheet = All Sheets in Work Book (more than 100 Sheets)
    Note: in every Sheet Cells Number "D12" & "B8" containing Different Employ Name but the find rang and replace rang are same in every sheet and find what cell number and replace with cell number are same also.
    please help!

  24. sara says:

    thank you. saved lot of time.

  25. Crystal says:

    Thank you from the bottom of my heart!

  26. Gerard says:

    Hi, I am trying to figure out how to use RE to find and replace several values in a column. Using find and replace does not work because of the values I am working with. I have a column with hundreds of rows that have a description of several operating systems and other info, which looks like this: Windows Server 2008 R2 Member Server Security Technical Implementation Guide; Windows 2008 Member Server Security Technical Implementation Guide; Solaris 10 10 SPARC SECURITY TECHNICAL IMPLEMENTATION GUIDE; and Windows Windows 2003 Member Server Security Technical Implementation Guide.

    I need to be able to find and replace (or basically curtail the descriptions) to be Windows 2008 R2; Windows 2008; Windows 2003; and Solaris 10. BUT when I run find and replace with just *2008*, it finds every instance, including the ones with R2 at the end. I need it to only change the ones with 2008 to Windows 2008 and the ones that have 2008 R2 to Windows 2008 R2. I know it is possible, but I have no clue on how to write a macro to do this.

    Thanks for your help,
    Gerard

  27. Paul says:

    Wickedly efficient workaround. Excel really is a powerhouse program, all you have to do is dig into it. Ctl ~ exposes the formulas, and Ctl H allows for the multi edit. Brilliant, Chandoo!

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