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Creating alternative views of a table that include sorting and filtering pre-applied

  1. #1
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    Question Creating alternative views of a table that include sorting and filtering pre-applied

    Hi Excel Forum,

    I have a table that is used to list people and various data about them.

    I want to have a separate worksheet that presents a summary view of that table. The summary view should present the same data, but with a reduced set of columns, and with some filters and sorting applied to that data.

    When I choose Data -> From Table/Range, it opens up Power Query Editor and looks to have that sorting/filtering functionality. But, it tells me "The worksheet data for a table needs to be on the same sheet as the table" which prevents me from displaying this on a different worksheet.

    Pivot Table doesn't seem to do this either, as it doesn't seem to be able to present the data row by row.

    Is there something that allows me to do this effectively?

    Thanks in advance for your help!

  2. #2
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    Re: Creating alternative views of a table that include sorting and filtering pre-applied

    I see that your last post was on your join date so welcome back to Excel Forum.
    It may help us understand what you are attempting if you could upload a small sample of your workbook utilizing the information in the "HOW TO ATTACH YOUR SAMPLE WORKBOOK" banner at the top of the page.
    Be sure to manually include a sample of the output you would like to see on the other worksheet.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Cool Re: Creating alternative views of a table that include sorting and filtering pre-applied

    I assume your data is organized like 1NF (first normal form) so you can use Ctrl+T on your range and then use Data / From Table,
    Power Query Editor will open where you can define everything you want to do

    - no merged cells
    - no double headers
    - no mixed type od data in the same column
    - it is good practice to keep short headings without spaces (less troubles later)
    Last edited by sandy666; 12-27-2022 at 09:11 AM.

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