Excel 2016 Filter Help

[Maxer49]

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.

[gebobs]

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.

[TabH]

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