How To Create Filters In Google Sheets

Lookout Video – Creating and Using Filter Views in Google Sheets

Google Sheets has this amazing functionality to collaborate with other users.

Still, one effect when multiple people are working with the aforementioned file is that when someone changes the data, it gets changed for anybody who is working on that information.

Filter Views in Google Sheets can help you tackle this problem.

What are Filter Views in Google Sheets?
How to Create a Filter View in Google Sheets?
Accessing Different Filter Views in a Google Sheets Document
Sharing Filter Views with Others
Deleting Filter Views
Creating Clickable Links to Open Filter Views in Google Sheets
- - - Sumit
- Yous May Also Like the Following Tutorials:

What are Filter Views in Google Sheets?

A Filter View is a view (or system of data) that y'all can save for time to come viewing/utilize.

For example, suppose y'all have a dataset as shown below:

This is the shop wise sales information has 4 regions – Eastward, West, Due north, and S.

At present if you're working with collaborators who besides take access to this information, whatsoever changes y'all do in this would besides impact what they come across.

So instead of changing the original data, you can create a Filter View.

A filtered view sits above the original data.

You can filter or sort the data co-ordinate to your need and and so create a 'filter view' of that data. This will ensure that the original data remains as is, and you withal have access to the 'filter view' information in case yous need it in futurity.

And the best part of 'Filter Views' is that you lot can as well share it with other collaborators (we will see how to do this later in this tutorial).

Filter View is useful only when you lot want to filter and sort the data, and don't want the underlying data to change.

How to Create a Filter View in Google Sheets?

Suppose that I have the same sales data shown above, and I desire to analyze the data to get the information for the following:

Stores in East region that accept sales of Product A less than 500
Stores in W region that have sales of Product A less than 500
Stores in North region that have sales of Product A less than 500
Stores in S region that accept sales of Production A less than 500

This would need creating 4 different 'Filter Views' – one for each region.

Here are the steps to create Filter Views in Google Sheets:

Select the dataset.
Get to the Data tab.
In the Filter views option, click on 'Create new filter view'. Yous would notice that the row/cavalcade header turn dark-gray.
In the bar above the row header, enter a descriptive name for the filter. In this example, I volition proper name is 'Due east with Sales Less than 500'.
Make sure the Range refers to the right range. It automatically picks the choice range, merely you can modify it if you want here.
Click on the Filter icon for Region column, and filter all the E records.
Click on the Filter icon for Product A icon, click on 'Filter by status', and filter all record with a value less than 500.

The above steps would create a Filter View in Google Sheets that you can use to see the stores in East that are selling less than 500 of Product A.

You can close the Filter View by clicking on the shut icon at the right of the greyness bar.

To create other Filter Views, follow the above steps over again.

Accessing Different Filter Views in a Google Sheets Document

To access the existing filter views in a Google Sheets file, follow the below steps:

This would instantly change the color theme of the row/column headers and open the selected filter view.

Sharing Filter Views with Others

The best part nearly Filter Views is that you tin share it with other collaborators.

To share a 'filter view', you first need to open it, and then copy the URL of the file and share it with the other collaborators.

You will find that when in filter view, the URL of the Google Sail gets an boosted &fvid=########

This Filter View id is unique for each view and allows you to share a unique URL with a collaborator.

In case the collaborator has the permission to edit, he/she tin can make view as well as make edits to the Filter Views. One time the edits are made, it would exist saved and applied for all the collaborators.

In case the person you shared this with has only viewing rights, they will but be able to view the filters. If they try and filter the data or sort it, it volition be temporary and only visible to them. This volition non change the original Filter View. When someone with only viewing rights filters/sorts data, the name of the Filter View changes to something like 'Temporary Filter 1'.

Deleting Filter Views

If you create a 'filter view' that you no longer need, you lot tin can easily delete it using the below steps:

Go to the Data tab
Hover your cursor over the 'Filter Views' pick in the list.
Click on the Filter View you want to delete.
Click on the Gear icon.
Click on Delete.

The above steps would delete the agile Filter View.

In the gear icon drop down, you also get the following options:

Rename: Use this to rename the current Filter View.
Update Range: Utilise this to update the range for which the Filter View is created. This will aid when someone adds/deletes data in the original information set and you lot want to update the filter view accordingly.
Duplicate: Apply this to quickly indistinguishable filter views. This is useful when yous want to create multiple 'Filter Views' with similar data filtering/sorting.

Creating Clickable Links to Open Filter Views in Google Sheets

Now if there are multiple filter views that you have created in Google Sheets, information technology can be helpful to create clickable links in cells to access these views apace.

For case, if I am a manager and I want to quickly encounter which stores underperformed in the four regions, I tin can just click on a link, and it instantly opens that specific filter view. Something as shown below:

Hither is how to create this links:

The above steps would create a hyperlink in the cell that will open the specified Filter View when clicked.

You tin can use this as a function of the dashboard or summary sheet, where if one wants to check out the filter views data, they can simply click on the link (every bit shown below).

You May Also similar the Following Google Sheets Tutorials:

Using FILTER Function in Google Sheets (explained with Examples).
Using Query Function in Google Sheets.
How to Remove Duplicates in Google Sheets.
How to Search in Google Sheets and Highlight the Matching Information.
How to Insert a Pivot Table in Google Sheets
How to Employ Slicer in Pivot Tables in Google Sheets

Sumit

Spreadsheet Expert at Productivity Spot | Website | + posts

Google Sheets and Microsoft Excel Skillful.