How do I separate data in Excel?

by on February 5, 2013 in Insurance with 2 Comments

Question by James S: How do I separate data in Excel?
I have down loaded my bank statements and consolidated them into 1 excel workbook. Columns show – Date,Type (DD, CHQ, etc), Description, Amount – How do I get Excel to query the description column (for example “mortgage”) and then list in another workbook all those rows concerning mortgage payments?

Thanks

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2 Comments on "How do I separate data in Excel?"

  1. neil m
    says:
    February 5, 2013 at 9:00 am

    Use a pivot table

    http://spreadsheets.about.com/od/datamanagementinexcel/ss/8912pivot_table.htm

    Reply
  2. Denn says:
    February 5, 2013 at 8:13 am

    You need to use the ‘Filter’ command see Data tab sort & Filter option

    Select all Columns ans all Rows that contain you info then apply Filter (Drop arrows will appear in First selected Row)
    Select the Col that is Payment type (Select Description you want it will display only this type of payment) then copy the data you can see and paste to you destination Wbook.
    Repeat for other descriptions

    Hope this helps

    Reply

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