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I built a table in excel where I am comparing items. Some of those items are things will require further action after analysis. I created a column in the table with a drop down menu for yes/no. If the item requires further analysis I select "yes".
I am in need of a way to filter the information in the attached file. I need to be able to filter the entire sheet to show all row's that have a specified month/year no matter which column the specified month/year is in. This is used for my monthly report to show all after sales activity for each month. For example, at the end of the month I need to be able to filter all activities for the month of May 2014 to show all emails, phone calls, start-ups, acct notify, one year follow ups so I can convert that to PDF and send to the CEO
When you insert a file into your worksheet, it does not move with the cell by default and does not behave as if it is inside that cell. This can be a problem especially if you want to filter or sort the columns of your data just like in your case. The solution is to simply modify the Object Positioning property of the inserted file.