When you work in Excel, you might find yourself working with data from a variety of territories. Often, these represent geographic selling areas. It’s often useful to generate reports for specific territories. Fortunately, this is easy to do in Excel. We’ll work through a simple example to illustrate this idea. Let’s learn how to create a report by territory in Microsoft Excel.
How to Create a Report by Territory in Excel
Imagine that you’re a manager overseeing four territories. These are labeled North, South, East, and West. You’ve built a list of the last month’s sales for all of the territories. But now, you’ve been asked to create a report of sales for a single territory.
Your data is arranged as you see below. Territories are listed in column A, sales figures in column B, and salespeople in column C. You need to create a report for the West territory only. Of course, you don’t want to delete the data that doesn’t fit the request. Instead, you’ll want to simply filter it out.
To filter data by territory, you’ll first need to activate Excel’s Filter feature. To do that, start by clicking on row 1 to select the entire row. Then, go to the Home tab on the ribbon. Click on the Sort & Filter dropdown, then click Filter.
Excel now displays Filter dropdown arrows. Click on the one in cell A1. Uncheck Select All, then click to select West. Excel will create a report by territory for you, showing your table only with the territory data that you selected.
To generate a different report, you can simply select different filters. As you can see, it’s easy to create a report by territory in Microsoft Excel. It takes only moments, thanks to the use of dynamic filters that are included in Excel.
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