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Filtering Worksheet Issues

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    Filtering Worksheet Issues

    My work manager uses a spreadsheet formatted as attached for our team to keep track of assigned tasks that we review once or twice a week in a stand-up. Big items are broken out into sub-tasks with dates and the next few upcoming dates he highlights yellow for easy visibility. When a task is finished, he will replace the date with some version of 'complete' and hide the row in the spreadsheet.

    Say I'm Alex, it's 10/7, I'm looking for my due/upcoming tasks in the real sheet which is about 20x as long as what's visible in my attached. There are dates out of order since they're grouped by task, there are blank rows, it becomes easy to miss things. For ex, Alex has highlighted items for 10/10 and 10/12 but his 10/13 is not highlighted and might be something he needs to plan more time to complete - hope he notices!

    There is no reality where my manager decides to scrap/rebuild this worksheet since it's already thousands of rows long from which he copies/pastes recurring needs as-worded from the year before. I also don't see him setting it up as a Table. What Alex needs is a quick way to go in, filter by his name, and see what his items are. I'm running into issues - if I filter the worksheet as is, I skip the blank rows. If I highlight several thousand rows of data and THEN apply filters, I can get the filter to look beyond the blank rows but wind up unhiding everything. I'd like to go into this file daily, filter to "Alex", sort by date, make any edits needed then unsort/unfilter back to how the file was initially. How can I do this?

    Any help appreciated.
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    Re: Filtering Worksheet Issues

    Hi there,

    I'm just an Excel beginner so bare with me, .

    This is what I came up with. Hope it helps.

    (See file attached.)
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    Re: Filtering Worksheet Issues

    Sorry for the late reply, some unexpected OOO. This works great, DannyBoy1977, thank you so much! But can you list the steps you took? I'm having trouble replicating.

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    Re: Filtering Worksheet Issues

    That's a tricky one. I've tried several methods, such as BYROW with a LAMBDA but I haven't figured it out yet.

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    Re: Filtering Worksheet Issues

    This is an updated version of DannyBoy's formula. It ignores anything that isn't a number (that is, a date), and it removes zeros for blank cells.

    Formula: copy to clipboard
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    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: Filtering Worksheet Issues

    Formula: copy to clipboard
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    Re: Filtering Worksheet Issues

    Thanks, TMS, I wound up using your formula (though appreciate everyone's help!). Final ask - is it possible to filter to exclude old dates? Unfortunately our task sheet hasn't always been well managed and we have many tasks dating back to 2020 that have been completed but still list a completion date.

    In my mind, if 12/31/2023 is 45291 in Excel and I'm wanting everything from 2024, I should be able to qualify your 2nd ISNUMBER condition to only be TRUE if the # is greater than 45291 and thereby only pull in rows w/ 2024 dates. I'm struggling to do this. Any ideas?

  8. #8
    Forum Guru TMS's Avatar
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    Re: Filtering Worksheet Issues

    Try it like this:
    Formula: copy to clipboard
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    Forum Guru TMS's Avatar
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    Re: Filtering Worksheet Issues

    Here is an updated sample file.
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