Case Insensitive Filtering Using Power Query or Get & Transform

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!

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

 

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

Excel 2016:

 

Excel 2013 & 2010:

 

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

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

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

 

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

 

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!

You now have done your case insensitive filtering!

 

How to Case Insensitive Filtering Using Power Query