As a small business owner or trainer, if you use an online training software system it's important to monitor employees' learning activities. If your online training software makes these completion reports available in Excel format, you can easily use filters to quickly check employees' progress toward completion.
What are filters
Excel has a feature called Filters that allows you to hide parts of the data in a worksheet and show only the data you care about.
Creating a filter
Excel says filters can be applied in different ways to segment information for people to understand key points. Here is how to do it:
• Use a worksheet that identifies each column using a header row.
• Select the “data” tab; locate the “sort and filter” group.
• Click the “filter” command. Drop-down arrows will appear in the header of each column.
• Click the “drop-down arrow” for the column you want to filter.
The “filter” menu will appear.
• “Uncheck” the boxes next to the data you don’t want to show. Or, uncheck the box next to “select all” to quickly uncheck all. Then “check” the boxes next to the details you want to show.
• Click “ok.” All other data will be temporarily hidden.
Adding several filters
When setting up filters, you can use as many as needed to hide details to narrow the results.
If you want to remove the filters, follow these steps:
• Click the “drop-down arrow” in the column you want to clear the filter.
• Choose “clear filter from.” The filter will be cleared from the column. The details that were hidden will be visible again.
• To instantly clear all the filters from your worksheet, click the “filter” command on the data tab.