Page 485 - JoFA_2022

TECHNOLOGY Q&A

You will again place the filtered data on a You would like to filter the dataset to show account
separate worksheet, so go to that worksheet and types that start with the number six, occurred in the
open the Advanced Filter window using the steps month of March with a budgeted value of at least
described above. The List range: will remain the 15,000, or in the month of April with a budgeted
same, but have the Criteria range: now include the value of at least 20,000. See the screenshot below
third row and have Copy to: reflect the new loca- for the updated criteria range for this third example.
tion of the filtered data. See the screenshots below
and at the bottom of the page for the completed
Advanced Filter window and the filtered results.
(In this example, I included my new filtered data on
the same spreadsheet as the filtered data from the
first example, just on different rows.)
Let’s look at another example. This time, say
you have multiple criteria within multiple columns. Open the Advanced Filter window using the
steps described above. The List range: and the
Criteria range: will remain the same. Change
Copy to: to reflect the new location of the filtered
data. See the two screenshots at the top and middle
of the next page for the completed Advanced
Filter window and the filtered results.
Let’s look at one more example. We will use the
same criteria we used in our previous example, but
this time I’ll show you how to filter your data and
have only specific columns returned instead of the
whole dataset. The specific columns don’t even have
to be columns that contain your criteria. We will fil-
ter the dataset on account types that start with the
number six and occurred in the month of March
with a budgeted value of at least 15,000 or in the
month of April with a budgeted value of at least
About the 20,000, but in this instance we only want filtered
authors results for account code, department, and cost center.

Kelly L. Williams,
CPA, Ph.D., MBA,
is an associate
professor of
accounting at the
Jones College
of Business at
Middle Tennessee
State University.
Wesley Hartman
is founder at
Automata Practice
Development
and director of
technology at
Kirsch Kohn &
Bridge LLP.

40 | Journal of Accountancy November 2022