In this Excel tutorial video, we learn how to create an Excel table and filter the data.
A full written tutorial with screenshots is available here:
https://expert-only.com/en/excel-tips...
First step is to create the required rows and columns. Fill the table with data and turn it into a table with headers. When using a structured Excel table form, it is possible to sort and filter data more easily than row data.
1 - First step: prepare the area with the columns, in an Excel file, add the columns. In this example, it is a month-by-month financial over several years from 2014 to 2022.
2 - Second step: to generate the rest of the list of months in words, select the two cells January and February. Click on the small cross and hold then drag the mouse to December. The result is one year column and twelve month columns.
3 - Third step is to add the years from 2014 to 2022, enter your data and duplicate the rows, select the first row from January to the Total column. Then drag down as shown in the Excel tutorial. This area of raw cells, the source of the table, is not filtered or formatted.
4 - Select all contiguous cells by clicking on the top left cell. Or simply use the shortcut CTRL + A to select all the contiguous data cells. This Excel table or area is the table, without formatting.
5 - Select all the data in an Excel file to format the table. Under Home, choose the option Format as a table. Choose the colour and style of the table, here it is an blue table.
6 - Then, check the option My table has headers, to indicate to take into account the pre-existing headers. This action will not add a row to the table.
7 - Excel option My table has headers. Add the totals row to obtain the grand total with all the years. Right-click on the Excel table, then choose Table and finally select Totals line.
8 - Let's add also the totals by months and a column for the full year line totals.
9 - The result is a formatted Excel table. It is possible to sort the cells, for example by year and also to filter by selecting only the year 2021 for example.