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.
41 Responses to “SQL Queries from Excel”
I use this method very often.
I always use =SUBSTITUTE (ColumnWithText,"'","''")
to be sure that potential apostrophe in text columns are doubled as required in SQL.
Awesome ! I don't use excel very often so the substitute thing is gold to me 🙂 thanks !
@Leonid.. that is a good technique to use substitute to clean up text apostrophes. thanks
Goal:
Generate update statement in excel where the columns that can be updated are dynamic
You want the columns which are not updated to keep the same value
(or not be overwritten with NULL values with the new generated statement)
the statement can be applied to multiple rows in excel for the same column headers
(This is why the '$' exist for the column headers that are being set)
A1 = First_Name
B1 = Last_Name
C1 = Middle_Name
="
UPDATE PERSONS "&CHAR(10)&
" SET 1 = 1 "&CHAR(10)&
IF(LEN(TRIM($A2))=0,"",", "&$A$1&" = '"&$A2&"'"&CHAR(10))&
IF(LEN(TRIM($B2))=0,"",", "&$B$1&" = '"&$B2&"'"&CHAR(10))&
IF(LEN(TRIM($C2))=0,"",", "&$C$1&" = '"&$C2&"'"&CHAR(10))&
" WHERE name = 'staticordynamicvalue' AND gender = 'staticordynamicvalue'
"
Output (if all columns are set):
UPDATE PERSONS SET 1 = 1,
First_Name = 'Joe',
Last_Name = 'ORien',
Middle_Name = 'Richard'
WHERE age = 28 AND gender = 'm'
Output (if only First _Name (A1) is set):
UPDATE PERSONS SET 1 = 1,
First_Name = 'Joe'
WHERE age = 28 AND gender = 'm'
Possibly my post above is confusing without the actual table to look at. I will do the same example with the table used here. Instead of an insert statement I will generate an update statement for the columns, Cust_Name, Phone & E-mail
where we can generate an update statement for any column individually or together. 🙂 I hope this can help.
=”
UPDATE table “&CHAR(10)&
” SET 1 = 1 “&CHAR(10)&
IF(LEN(TRIM($A2))=0,”",”,Cust_Name = ‘”&$B3&”‘”&CHAR(10))&
IF(LEN(TRIM($B2))=0,”",”, Phone = ‘”&$C3&”‘”&CHAR(10))&
IF(LEN(TRIM($C2))=0,”",”, E-mail = ‘”&$D3&”‘”&CHAR(10))&
” WHERE Cust_Name = ’Bill Gates'
”
Thanks, it has been very useful !
It saved me at least 30 minutes, and time is the most expensive thing in our world...
Hey Paul,
What if any of A2, B2, or C2 is a date field?
The formula above is taking date as string. Any solution?
Even I faced the same problem. If any of the above columns are date, it is taken as string. Any work around for this?
I've found the string concatenation method works well.
At the risk of sounding spammy I would mention that
if it's something your are doing regularly it might be worth investigating a tools
that make it easier, such as QueryCell, an excel add-in I've developed.
It gives you a right click menu option that will produce and then customize insert statements for the selected region of Excel data.
Cheers
Sam
Hi,
For inserting the excel data to your SQL table, you can create insert statements in excel file according to your columns.
then just execute the statements all at once, it will insert the required data to sql server table.
thanks,
How...?
I tried to generate t-sql insert queries from the above example
="insert into values('" &A2 &"','" & B2& "');"
but it generates on one record instead of all records from excel sheet.
I'm using Excel 2003 and the excel sheet contains 922 records.
Most data bases can generate DDL for any object but not a lot of them allow generation of INSERT statements for the table data.
The workaround is to make use of ETL Tools for transferring data across servers. However, there exists a need to generate INSERT statements from the tables for porting data.
Simplest example is when small or large amount of data needs to be taken out on a removable storage media and copied to a remote location, INSERT..VALUES statements come handy.
There is a number of scripts available to perform this data transformation task. The problem with those scripts that all of them database specific and they do not work with textiles
Advanced ETL processor can generate Insert scripts from any data source including text files
http://www.dbsoftlab.com/generating-insert-statements.html
Super Aiticle. Thanks for this post.
I used to deal with the same problem, until found this awsome and free tool.
http://www.xtrategics.com/shapp/String%20Handler.application
regards,
Hi ,
i need a sql query to update a DB in excel 2010..
i have the query(SQL) for insert in excel as ,
="insert into customers values('" &B3 &"','" & C3 & "','"&D3&"');"
similarly i need q sql query for update in excel
i want clear formulas only for insert,delete,update,select
Hi !
I would like to thank you so much ! This trick saves me a lot of time. Thank you so much. Really appreciate it !
-Ankit
You may like to take advantage of this unique tool 'Excel to Database'.
(free for 60 days)http://leansoftware.net The Excel-to-Database utility enables you to validate and transfer data from Microsoft Excel or text file to a database table or stored procedure process. Any text data can be pasted into the application, this may be from another Excel sheet or from text files such as CSV format. SQL Server, Access, MySQL, FoxPro .. Application features Some unique features of Excel to Database include: ?Easy to use color coded/traffic light data validation ?Data is validated as soon it is typed or pasted into Excel ?Upload Excel data to a table or stored procedure process ?Allow default values ?Mandatory/must have fields can be specified ?Allow user friendly column names ?Allow excel formula / calculated fields ?Multiple database type support: Microsoft SQL Server, Access, MySQL and others (to be tested) ?Supports Custom SQL scripts, with SQL/Excel merge fields ?Database validation checks ensure you comply with any rules defined within the database ?Multiple Task configuration ?For co-operative use, Tasks can be shared across a network ?Task configuration is password protected http://leansoftware.net
Its works fine for single record.
I want to update 1000 records in DB. Can you help me.
[...] [...]
Excel database tasks 2.3 (EDT)
you can now load directly from any source into Excel, validate and upload to most SQL database platforms including SQL Server with automatic transaction wrapping.
You can also use EDT as a multi-user application by easily designing your own Edit data tasks and deploying EDT on your users workstations.
Automatically creates UPDATE/INSERT statements based on the primary key. Default SQL can be modified as you require.
Makes the best use if Excel power - formatting, formula, validation, conditional formatting.. without creating any problematic spreadsheets!
Release details on the blog:
http://leansoftware.net/forum/en-us/blog.aspx
Thanks for the interest
Richard
Thanks for the valueable information, it really help me alot.
Thanks again.
As I do with a field of type date?
= "UPDATE SET business datetime =" & "'" & A2 & "' WHERE ID =" & B2 & ""
the date is not 03/10/2012 is 41246. Even putting quotes ...
Please show how to do it properly with dates as well as when those dates are empty. Thanks!
In a separate column make the date to Text using below formula
=TEXT(C2,"mm/dd/yyyy") Then Refer this text column in your update statement
Great post saved me a a load of time on a task i had to complete
thanks for sharing article... helpful!
Thanks 🙂
Hello,
Nice article.
I have also created one tool for create table script using excel http://devssolution.com/create-table-in-sql-using-excel/
Please check it.
Thanks & Regards,
Sandeep Bhadauriya
[…] Excel formula used – http://chandoo.org/wp/2008/09/22/sql-insert-update-statements-from-csv-files/ […]
If any one can help me out with following.
I want to know a SQL query of below excel formula:
=LOOKUP(0,-SEARCH(LEFT(F2,LEN($B$2:$B$100))+0,$B$2:$B$100),$A$2:$A$100)
Excel data is as below;
Name Codes
names1 992
names2 57
names3 856
names4 297
names5 63
if there is a number (29756789) then it should search in sql by taking the prefix of number (297) from (29756789) and return the name field (name4).
Codes can be of two digit or three.
Thanks
Here is a link to an Online automator to convert CSV files to SQL Insert Into statements:
CSV-to-SQL: http://csv-to-sql.herokuapp.com
http://stackoverflow.com/questions/1570387/how-to-insert-data-from-an-excel-sheet-into-a-database-table/37409790#37409790
="INSERT INTO table VALUES (" &A3 &",'" & B3 & "','"&C3&"','" & D3 & "','" & E3 & "'," & F3 & "," & G3 & "," & H3 & ",'" & I3 & "'," & J3 & ");"
B3 has date data that looks like 9/22/17 but with the formula above b3 is coming out as 43000?
how do i fix that?
I just want to insert the Excel records in Sql table without Visiting SQL.
basically i m just want to run a command in Excel Only.
Help Me..plz..?
Hi I have a question maybe you guys have an answer for me
="insert into customers values('" &B3 &"','" & C3 & "','"&D3&"');" where B3, C3, D3 refer to above table data.
the above technique works but is there a way to write it so it takes a range instead of individual columns. because I have an extremely wide table
="insert into customers values(B3:D3);" where B3, C3, D3 refer to above table data.
Awsome
Its Great Effort to help everyone who working with excel.
Thanks for the mini-tutorial on SQL from Excel. Didi it several years ago, but couldn't remember the syntax! All the dialogue was really helpful as well!
The formula above is taking date as string. Any solution?