How to filter a book of business Excel report

Filtering your book of business Excel report lets you display only the data that meets certain criteria, making it easier to analyze and manage large datasets. Follow these steps to apply filters in Microsoft Excel:

Step 1: Open your Excel report

  1. Open Microsoft Excel.
  2. Open the Excel file containing the report you want to filter.

Step 2: Select the data range

  1. Click and drag to select the range of cells you want to filter, making sure your selected range includes column headers.

Step 3: Enable the filter feature

  1. Go to the Data tab on the ribbon.
  2. Select the Filter button in the Sort & Filter group.

Step 4: Apply filters

  1. Small drop-down arrows will appear next to each column header.
  2. Select the drop-down arrow in the column you want to filter.
  3. Select the criteria you want to filter by:
    • Text filters: Filter by specific text, contains, does not contain, starts with, ends with, etc.
    • Number filters: Filter by specific numbers, greater than, less than, between, etc.
    • Date filters: Filter by specific dates, before, after, between, etc.
  4. Check or uncheck boxes to select or deselect items.
  5. Select OK to apply the filter.

Step 5: Clear filters (if needed)

  1. To clear a filter from a specific column, select the drop-down arrow in the column header and select Clear filter from [column name].
  2. To clear all filters, go to the Data tab and select the Clear button in the Sort & Filter group.

Step 6: How to filter by product type

  1. In column L labeled Product name.
  2. Click the drop-down arrow in the column and select the product type you would like to filter i.e., CII or Term policies.

Step 7: Save your filtered report

  1. Save the filtered report by selecting the Save button or pressing Ctrl + S.