Find the Data You Need Faster

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Last week, we talked about cleaning up messy spreadsheets using some of the hidden tools built into Microsoft Excel and Google Sheets. Once your data is organized, the next challenge is finding the information you need. Many people spend far too much time scrolling through hundreds or even thousands of rows looking for a single customer, invoice, or project. Fortunately, your spreadsheet software already includes tools that can do the searching for you.

One of the most useful features is filtering. Instead of displaying every row in your spreadsheet, filters allow you to temporarily show only the information you’re interested in. Imagine you have a customer list with hundreds of names, but today you only need to see customers from one city. Or perhaps you’re tracking invoices and only want to view the ones that haven’t been paid. With a filter, you can narrow your spreadsheet to only the records you need without deleting or changing any of the data.

Filtering is especially helpful because it’s temporary. Once you’ve finished reviewing the information, you simply clear the filter and your complete spreadsheet returns exactly as it was. It’s a quick and safe way to focus on one part of your data without worrying about making permanent changes.

Sorting is another feature that can save a tremendous amount of time. Most people know they can sort names alphabetically, but that’s only the beginning. You can sort sales figures from highest to lowest, arrange projects by due date, group employees by department, or organize inventory by product number. If your spreadsheet contains multiple columns, you can even sort by more than one field at the same time. For example, you could sort first by department and then alphabetically by employee name within each department.

Many people avoid sorting because they’re afraid it will damage their spreadsheet. In reality, sorting simply rearranges the existing rows while keeping all of the information together. As long as your data is organized into a proper table with clear column headings, sorting is a safe and effective way to view your information from different perspectives.

The third feature is one that many people discover by accident and wonder how they ever worked without it. Freezing rows and columns allows important information to remain visible while you scroll through large spreadsheets. If you’ve ever scrolled down several pages only to forget what each column represents, freezing the top row keeps your column headings on the screen at all times. Likewise, freezing the first column lets you continue seeing names or account numbers while scrolling across dozens of columns of data.

This feature is especially useful for budgets, financial reports, inventory lists, employee records, and any spreadsheet that extends well beyond what fits on your screen. Instead of constantly scrolling back to the top or left side to remind yourself what you’re looking at, the key information stays in place while the rest of the spreadsheet moves.

These three features work best when they’re used together. After taking time to organize your spreadsheet, you can sort the information into a meaningful order, filter it down to exactly what you need, and freeze important headings so you never lose your place. Together, they transform a large spreadsheet from an overwhelming collection of data into a tool that helps you find answers in seconds.

The next time you’re tempted to scroll through page after page looking for one piece of information, stop and let your spreadsheet do the work for you. A few clicks using filters, sorting, and freeze panes can save minutes every day, and those minutes quickly add up over the course of a year.

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