TABLES COURSE · Step 14 of 20

Filter complete records and reuse a style

Lesson instructions

Use the complete current exercise check before saving. Navigation does not record a pass.

Before this step: Distinguish a source record from a visible record.

Choices within a field combine with OR; different fields combine with AND. Availability counts consider the other fields. A no-data item can remain selected, and a saved style changes appearance without changing membership.

Explore the worksheet steps, switch to Your turn and select at least two fields.
Apply a registered custom style to at least two working slicers.
Check all masks, availability counts, summaries, visible rows and spill shapes with real formulas.

Original source

Teaching · read-only · Report!A1

Step 1 / 6Read the complete source and inclusion mask

Inspect

Every original transaction remains in Source. The Included mask and actual Report show which rows pass the current selection. Teaching is read-only; switch to Your turn to edit.

Source!G2 · (blank)
No formula applied

Loading your interactive spreadsheet…

Current worksheet changes need checking or calculation-helper recovery.

Multi-select items

Design and reuse a slicer style

Style the panel, header and eight item states. A shared edit changes every control attached to that name. Style Undo/Redo changes appearance only; selections and source records stay current. Native copies retain reusable styles. Formula/fixed proof copies retain the calculation worksheet.

Style name Style part fill color text color border color BoldApply to

Registered styles Load style JSON

Region: built-in · Product: built-in · Month: built-in · Status: built-in

Create, remove and arrange working controls

Removing a control also clears that field’s filter. Adding it starts at All. Undo/Redo follows both control changes and item selections; style history remains separate. Hidden captions and hidden no-data items do not clear active filters.

Field

Caption Show captionItem columns Item order Items without data lastHide items without data

Positioning Anchor column (zero-based)Anchor row (zero-based)Width in original columnsHeight in original rows

Worksheet-grid viewCurrent column width pxCurrent row height px

Original geometry is 80 px per column and 20 px per row. Change the current grid dimensions to see which panels move or resize. The grid isa functional browser model; native copies retain the corresponding drawing anchors. Native Excel gestures and edit/save remain separate checks.

Enabled fields: region, product, month, status

Region: All

Product: All

Month: All

Status: All

Region · AllFind an item

Product · AllFind an item

Month · AllFind an item

Status · AllFind an item

Three control-design tasks

Select one Product item. Remove its control, undo to restore that exact selection, redo the removal, then add Product again. It must return at All.
Select Region East, Product Harbor and Status Paid, with Month at All. Hide Region items without data and observe the hidden selected item. Clear Region from the external selection summary. Predict the resulting record count and signed Amount. Set the Region caption to “Region selector”, hide its caption, use two item columns, descending order and no-data items last.
Use grid view. Keep Region fixed, let Product move without sizing and let Month move and size. Change the grid from 80/20 to 100/24 px and compare their actual rectangles.

Recovered record count Recovered signed Amount fixed panel after grid resize move panel after grid resize scale panel after grid resize

Run the complete formula check after changing controls or filters, then check the relevant task here. These records describe bounded actions and predictions, rather than mastery or native Excel execution.

Counts respect the other fields. Item hiding and sorting change the displayed list, not the selected filter. Searching item labels changes the control list only. In multi-select mode, clicking an item while All is active removes that item; clearing the field restores All.

Saved filter name

Up to six named filters stay in this browser. Reusing a name replaces it. A saved filter containing an item absent from the current source is rejected without changing your current selection.

Visible records: 12
Visible amount: 900
Visible mean: 75
All-source amount: 900

Source row	Record	Month	Region	Product	Status	Amount
2	R1	2026-01	East	Cedar	Paid	120
3	R2	2026-01	West	Cedar	Paid	80
4	R3	2026-01	East	Lumen	Pending	50
5	R4	2026-02	East	Lumen	Paid	200
6	R5	2026-02	West	Cedar	Paid	-20
7	R6	2026-02	North	Harbor	Paid	90
8	R7	2026-03	East	Cedar	Paid	60
9	R8	2026-03	West	Lumen	Paid	140
10	R9	2026-03	North	Harbor	Pending	30
11	R10	2026-01	East	Cedar	Paid	40
12	R11	2026-02	North	Cedar	Paid	0
13	R12	2026-03	North	Lumen	Paid	110

Changes need a fresh formula check. Changing a selection cancels an older pending download.

Formula and fixed-value copies retain every source row and the current result. The native copy contains a named Table, four linked slicer definitions, AutoFilter selections, hidden excluded rows and SUBTOTAL summaries. Native opening, slicer clicks and save/reopen remain unverified.