◆ Data & Lookups · drill · Spreadsheet Formulas & Data track
Work the filtered view
a filter hides rows from your eyes, not from your formulas — the total under the list never moved.
The coverage pipeline came across as one long list and the VP wants two screens off it before the call: how big the largest mandate in one sector is, and where the deals at one status stand. Arm the filter, work one screen at a time, and put the three figures in the screen block underneath. The Total line under the list counts every deal on the page, whatever the view is showing.
The shortcuts in this drill
Ctrl+Shift+L⌘⇧L on macToggle AutoFilter on the header row
Filters on and off over a header row — the first triage tool on any raw export.
Alt+↓⌥↓ on macOpen the filter value picker on a header
Opens the dropdown under the cell — pick from values already in the column for consistent labels.
The optimal line
the par-setting sequence, straight through:
ctrl+shift+L on the header row arms the ▾ · alt+↓ on Sector → keep Financials → ↵ · ctrl+shift+L twice clears every filter and re-arms · alt+↓ on Status → keep Lapsed → ↵ · the three figures into the yellow cells · ctrl+s
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