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Creating Custom AutoFilters for Text in Excel 2007

By Diane Koers

Use the Custom AutoFilter dialog box in Excel 2007 to locate records that either match all criteria or meet one or the other criteria. You can use this method for more flexibility when filtering text (for example, last names beginning with S rather than a specific cell entry such as Smith).

Excel 2007 tables automatically display filter arrows beside each of the column headings. To display the filter arrows so that you can filter data, format a range as a table using the Table button on the Insert tab. Or, you can click the Filter button in the Sort & Filter group on the Data tab.

Follow these steps to use the Custom AutoFilter for text entries:

1Click the filter arrow for the text column by which you want to filter data.

A drop-down list of filter options appears.

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2Point to Text Filters in the drop-down list.

A submenu of comparison filters appears.

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3Select a text filter.

The Custom AutoFilter dialog box appears.

4In the first list box on the right, type the text you want to filter.

You also can choose any item displayed in the drop-down list.

5(Optional) To choose additional criteria, select And or Or; then specify the data for the second criteria.

Choosing “And” means that both criteria must be met; choosing “Or” means that either criteria can be met.

6Click OK.

The filtered records appear in the worksheet.