Filtering so that it saves the filtered criteria and can then be generated automatically

I need to automatically filter my spreadsheet different ways for their assigned party. Is there any way to filter and save those filtered items so I don't have to filter each person's portfolio everyday? Please point me in the right direction.

Hi Michael,

Depending on the layout of your data it may be possible with a Pivot Table(s).
Are you able to attach a copy of the file?

Regards

peterrc

Hello. Here is a small workbook as requested.

I have 5 people under me that need separate case numbers to work upon. Across the board, column Step "Acquisitions", column Final Bill "Yes", column Pending Deposit Recon "Yes", and column Is Payment Due "Ok" need to be filtered out.

Now,

Worker1, only needs Area 6A to work on
Worker2, only needs Area 3A and only Vendor Comed,
Worker3, only needs Area 3A & 4a and not include and/or include certain vendors.
etc, etc.

So, I basically want to generate a report with such specified criteria without having to manually filter the necessary items very morning. I was looking into the Pivot Tables along with the data slicers possibly.

Hi Michael,

I have added "Workers" to your file and 6A doesn't show under Worker 1 as Acquisition has been filtered out - please see attached.

Is this what you are after ?

Regards

peterrc

Hello Peter, Sorry for the delay in response. Essentially, yes. The idea is to incorporate the data slicer feature with the given criteria, if that was where you were leading me.

Due to the a new formula in column L, the criteria has been simplified. So across the board, we want to exclude the items labeled OK in column L, exclude acquisitions is column B. So let's see how this works for the first two vendors. As the criteria gets for complex for the remaining 4 workers.

Hi Michael,

Thanks for the feed back - please let me know how you get on.

Regards

peterrc

I started writing the formula, but realized there will be a significant amount of if and functions and will be too mind boggling. I am currently researching another viable option to produce the same results.

Hi Peter,

=IF(P2="6A","DAISY",IF(G2="COMED","EVE & MICHELLE",IF(OR(P2="4S",P2="5A",G2="DUKE ENERGY",G2="DUKE ENERGY INDIANA", G2="DUKE ENERGY PROGRESS"),"TANGELA", IF(OR(AND(P2="3A",G2<>"COMED"), AND(E2="KY",P2="4A")), "MICHAEL", "PABLO"))))

Ok, so i started coding my nesting if function which i was amazed that i was able to do. Anyway, towards the middle of the formula, is there some type of wild card that I can use to include all values in column G that begin with DUKE to simplify the formula?

Hi Michael,

I have "modified" the Pivot Table(s) that I initially posted (post #5) to reflect the names of the workers - please see attached.
I used the "Show Report Filter Pages" (under Pivot Table Options) to automatically create the individual named Pivot Tables.
Please note I have not addressed the issue regarding DUKE in column G as I am not exactly sure what you mean by:-
"is there some type of wild card that I can use to include all values in column G that begin with DUKE to simplify the formula?"

Is this any closer to what you want ?

Regards

peterrc

Yes, that looks great.

For example, this part of the formula ...IF(OR(P2="4S",P2="5A",G2="DUKE ENERGY",G2="DUKE ENERGY INDIANA", G2="DUKE ENERGY PROGRESS")... I have to enter all the names of the 3 Dukes so the formula captures each vendor. But is that another function or wild card that can capture these 3 Dukes, just by inputting the word DUKE?