Excel 2003: Use These Three Techniques to Turbocharge Filtering

By David Ringstrom, CPA

Did you know that you can streamline the AutoFilter feature in Excel 2003 and earlier versions? And that there are two ways to sum only the visible rows in your filtered list? Read on to discover these time saving techniques.

Not sure how to filter? Read Excel Filtering 101.


Size Color Quantity
Small Blue 8,038
Medium Blue 4,245
XL Blue 5,241
XXL Blue 8,797
XXXL Blue 5,145
Small Orange 2,571
Medium Orange 5,595
XL Orange 8,825
XXL Orange 1,997
XXXL Orange 6,169
Small Green 6,192
Medium Green 3,380
XL Green 4,024
XXL Green 2,020
XXXL Green 8,295
Small Black 2,841
Medium Black 4,705
XL Black 4,202
XXL Black 4,846
XXXL Black 2,431

Table 1: Use this sample t-shirt sales data to explore Filtering in Excel 2003.

AutoFilter's Hidden Powers

Most users choose Data, Filter, and then AutoFilter to enable filtering in Excel. However, you can give yourself one-click access to the AutoFilter command:


  1. Choose Tools, Customize, and then click on the Commands tab.
  2. Choose Data from the Categories list, and then drag AutoFilter onto one of your toolbars, or to the right of the Help command.
  3. Drag the Show All command and place it to the right of the AutoFilter icon that you just dragged.
  4. Click Close to dismiss the Customize dialog box.

Figure 1: AutoFilter takes on special powers when you add it to a toolbar or your Excel menu.

You can now instantly filter a list based on the contents of the currently selected cell:


  1. Copy and paste the sample data from Table 1 into a blank worksheet, starting in Cell A1.
  2. Click on cell B14 — which contains the word green — and then click the AutoFilter button that you added above. As shown in Figure 2, your list should now show only green T-shirt sales.
  3. You can click the Show All command to keep the filtering arrows in place, but display all rows.

Caveat: AutoFilter only allows you to filter for a single value, such as the word green, so you'll still need to use the filter drop-down lists for more complex filtering. However, you can filter on one column at a time, such as green in column B, and then Medium in column A.

Figure 2: Use AutoFilter to create a summary with just two mouse clicks.

Important: Although the toolbar-based AutoFilter button turns on the arrows, you must still choose Data, Filter, and then AutoFilter to turn off the arrows.

Analyze Visible Rows

Now let's look at two ways to analyze data as you filter it. First, many users overlook the fact that Excel 2003 automatically displays the total of selected cells in the status bar at the bottom of the screen, as shown in Figure 3. If you don't see this total, right-click on the status bar and enable the Sum option. Alternatively you can choose to display another statistic instead: Average, Count, Numerical Count, Minimum, and Maximum.

Figure 3: The status bar generally gives you an instant total for the selected cells.

You can also accomplish this by using the SUBTOTAL function. To do so, enter this formula in cell C23:


The 9 instructs SUBTOTAL that we want to sum. Consult Excel's online help file for the other numeric codes, although I will mention that 1 will give you an average, while 4 gives you the maximum, or largest value. SUBTOTAL is similar to SUM, but has a special capability of only tallying visible rows.

For comparison, enter this formula in cell C24:



Figure 4: The filtered list.

Now, filter the list for Orange T-shirts. As shown in Figure 4, SUBTOTAL should return 25,157, while SUM always returns 99,559, regardless of how the list is filtered. SUM always tallies all rows, regardless of their hidden status. SUBTOTAL has other interesting capabilities, which I'll explore soon in a separate article.

Read more articles by David Ringstrom. 
About the author:

David H. Ringstrom, CPA heads up Accounting Advisors, Inc., an Atlanta-based software and database consulting firm providing training and consulting services nationwide. Contact David at david@acctadv.com or follow him on Twitter. David speaks at conferences about Microsoft Excel, and presents webcasts for several CPE providers, including AccountingWEB partner CPE Link.

You may like these other stories...

Event Date: May 29, 2014 In this presentation Excel expert David Ringstrom, CPA brings you up to speed on the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both...
No field likes its buzzwords more than technology, and one of today's leading terms is "the cloud." But it's not just a matter of knowing what's fashionable. Accounting professionals who know how to use...
There is a growing trend of accountants moving away from traditional compliance work to more advisory work. Client demand is there, but it is up to the accountants to capitalize on that. What should accountants' roles be...

Upcoming CPE Webinars

Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.
Apr 30
During the second session of a four-part series on Individual Leadership, the focus will be on time management- a critical success factor for effective leadership. Each person has 24 hours of time to spend each day; the key is making wise investments and knowing what investments yield the greatest return.