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#1
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Filtering for more than 2+ "does contain" criteria
I have a 10+ column, 10000+ rows. Some clients are repeating due to separate
auto, umbrella, home policies, etc. In column heading COV, I would like to pull all clients with "AUT" AND "HOM". |
#2
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Filtering for more than 2+ "does contain" criteria
Lynne,
Check out Data/Filter/Advanced - it can do exactly what you want. "LynneS" wrote: I have a 10+ column, 10000+ rows. Some clients are repeating due to separate auto, umbrella, home policies, etc. In column heading COV, I would like to pull all clients with "AUT" AND "HOM". |
#3
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Filtering for more than 2+ "does contain" criteria
I am stuck there. I have tried several different criteria options but the
results are not what I am looking for. I need the advanced filter to pull all clients that have a HOM & AUT in the COV column. An example is: A1 JSmith B1 AUT C1 500.00 A2 JSmith B2 HOM C2 200.00 A3 YKell B3 AUT C3 100.00 A4 KJones B4 AUT C4 300.00 A5 KJones B5 HOM C5 250.00 I would like to see it pull JSmith & KJones. Lynne "Jim" wrote: Lynne, Check out Data/Filter/Advanced - it can do exactly what you want. "LynneS" wrote: I have a 10+ column, 10000+ rows. Some clients are repeating due to separate auto, umbrella, home policies, etc. In column heading COV, I would like to pull all clients with "AUT" AND "HOM". |
#4
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Filtering for more than 2+ "does contain" criteria
You need a header row. Make A1=Name, B1=Type and C1=Amount. Then enter Type
in E1, HOM in E2 and AUT in E3. Make E1:E3 the criteria range. It should give you exactly what you want. HTH "LynneS" wrote: I am stuck there. I have tried several different criteria options but the results are not what I am looking for. I need the advanced filter to pull all clients that have a HOM & AUT in the COV column. An example is: A1 JSmith B1 AUT C1 500.00 A2 JSmith B2 HOM C2 200.00 A3 YKell B3 AUT C3 100.00 A4 KJones B4 AUT C4 300.00 A5 KJones B5 HOM C5 250.00 I would like to see it pull JSmith & KJones. Lynne "Jim" wrote: Lynne, Check out Data/Filter/Advanced - it can do exactly what you want. "LynneS" wrote: I have a 10+ column, 10000+ rows. Some clients are repeating due to separate auto, umbrella, home policies, etc. In column heading COV, I would like to pull all clients with "AUT" AND "HOM". |
#5
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Filtering for more than 2+ "does contain" criteria
I have worked with the Advanced Filter for a few days and don't believe I can
get the result I am looking for. From the example I gave, I would like to see a list of customers that have both a homeowners and automobile policy with us. This requires the filter to first look at the customer column and see JSmith has a AUT and a HOM so this would be included in the list. YKell would not pass throught the filter since this customer has only a AUT policy. Lynne |
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