Page 484 - JoFA_2022

equal sign, the filter will not capture budgeted go back to the original worksheet and select cells
values that are exactly 20,000. See the screenshot J1:L2, which contain your three criteria, includ-
below for the completed criteria range for the ing the headings. Click the box next to Copy to:,
first example. go to the Filtered Results tab, and click cell A1.
Click OK in the Advanced Filter window. See the
screenshots below to the left and at the bottom
of the page for the completed Advanced Filter
window and the filtered results.
Let’s look at another example. This time, say you
Assume that you want your filtered data to not only have different criteria in multiple columns,
appear on a different worksheet. Start by creat- but you also have multiple criteria within the same
ing a blank worksheet and naming it “Filtered column. You want to filter the dataset to show
Results.” Note that you should always start your account types that start with the number six, oc-
Advanced Filter from the sheet where you want curred in the month of March and April, and have
your results to appear. Click the Data tab on a budgeted value of at least 20,000. First, update the
the Ribbon. Then choose Advanced from the criteria range for the additional filter. You still want
Sort & Filter group, and the Advanced Filter just account types that start with six and budgeted
window will open. Under Action, select Copy values of at least 20,000, but now you also want
to another location since you want our filtered both March and April. Below each of the headings
results on a new page. Click the box next to List in your criteria range, you will add an additional
range: and go back to the original worksheet row that contains Apr under month (MON).
that contains the data. Click A1, hold down Because you want the same account types and
Ctrl+Shift+→, then hold down Ctrl+Shift+↓ to budgeted values for the month of April as you did
select the entire dataset, including the head- for the month of March, you will include the same
ings. Click the box next to Criteria range: and criteria for ACCT_TYPE and BUDGET on the
new row. See the screenshot below for the updated
criteria range for this second example.

journalofaccountancy.com November 2022 | 39