Hello everyone,



I have recently been tasked with sorting through large amounts of transactions. When I have the original data exported to excel they all have very random descriptions based of of the type of tranasaction.

I must sort out only certain transactions and change the description to something more understandable for a client's eyes. However, in order to figure out what kind of transaction it is, is through the description. So to help me out I use the filter tool to uncheck any of the transactions I know that I do not need to change the description of.

Example: Transactions that I do not need let's say read as follows

1001EPOSIT
$LNL:TREASURY

As there will be multiple of each of the descriptions I will filter them out based off of their description.

So as they are checked off, they are hidden. Now for transactions that I need to change the description go as follows:

JLN:TRANSFER
$MM:RUSH

Transactions with descriptions matching these will still be checked. However this is where the PROBLEM arises. (Actually a small problem but still would help to have it solved)

I will now takes these descriptions and since I know what they mean I can change them to make more sense. For an example I will change them like this:

Transfer to John Smith
Mail to John Doe

Now that I have changed these descriptions, they will be hidden since they do not match the original descriptions that I left checked on the filter box. In order to have them show up again I have to go back in and check them.

My question is there a way to make it so that when I change these descriptions that they will continue to be shown on worksheet and do not require me to go back in and check them manually?

*It doesn't seem like a serious problem but there are already 100+ descriptions to go through and check off/on in the filter and with every change it will create another unique box to check in the filter.

**Not sure if this changes anything but it is a shared worksheet. I am the only one working within it though.

Rather than change the data in the original column, copy the data to another column that you will use to edit. Thus you will have something like:

JLN:TRANSFER JLN:TRANSFER

which you will edit to be:

JLN:TRANSFER Transfer to John Smith

Thus you will still be able to filter the original data.

Hi


Have you tried highlighting the ones you want to keep with a colour. You can then sort base on colour and transfer these to a new sheet.

TabH