Power Query or Get & Transform (In Excel 2016) lets you perform a series of steps to transform your Excel data.  Did you know that you can do case insensitive filtering?

I will show you how to do it step by step below!

DOWNLOAD EXCEL WORKBOOK

STEP 1: Select your data and turn it into an Excel Table by pressing the shortcut Ctrl + T or by going to Insert > Table

Case Insensitive Filtering

 

STEP 2: Go to Data > Get & Transform > From Table (Excel 2016) or Power Query > Excel Data > From Table (Excel 2013 & 2010)

Excel 2016:

 Keep Duplicates Using Power Query or Get & Transform

Excel 2013 & 2010:

Keep Duplicates Using Power Query or Get & Transform

 

STEP 3: This will open up the Power Query Editor.

We want to filter out Australia in the Country column, however it has different capitalizations so it is difficult to filter them in one go. What do we need to do?

Let us add a new column! Ensure the Country column is selected.

Go to Add Column > From Text > Format > Uppercase

Case Insensitive Filtering

Now this should make filtering a cinch! Since all values are now AUSTRALIA:

Case Insensitive Filtering

STEP 4: Now click the down arrow of your new Uppercase column and ensure Australia is unticked. Click OK.

Case Insensitive Filtering

 

STEP 5: We do not need this column anymore, right click on the column and select Remove.

Case Insensitive Filtering

 

STEP 6: Click Close & Load from the Home tab and this will open up a brand new worksheet in your Excel workbook with the updated records!

Case Insensitive Filtering

You now have done your case insensitive filtering!

Case Insensitive Filtering

 

How to Case Insensitive Filtering Using Power Query

Case Insensitive Filtering

HELPFUL RESOURCE:

Free Excel Macros & VBA Webinar Training

 

If you like this Excel tip, please share itEmail this to someone

email

Pin on Pinterest

Pinterest

Share on Facebook

Facebook

Tweet about this on Twitter

Twitter

Share on LinkedIn

Linkedin

Related Excel Tutorials