Microsoft Excel 2010

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1 Microsoft Excel 2010 Sorting and Filtering

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3 Sorting and Filtering Microsoft Excel 2010 Table of Contents Table of Contents INTRODUCTION... 3 CONVENTIONS... 3 TABLE DESIGN RULES... 5 STRUCTURED TABLES... 5 Converting a Range to a Table... 5 Required Design Attributes... 6 Desirable Design Attributes... 7 TRADITIONAL TABLES... 7 Required Design Attributes... 8 Desirable Design Attributes... 9 EXAMPLE TABLES... 9 SORTING RECORDS RIBBON TOOLS SELECTING A TABLE Structured Tables Traditional Tables QUICK SORT TOOLS Single Level Sort Multiple Level Sorts SORT DIALOG BOX Managing Sort Levels Advanced Sort Options CUSTOM SORT ORDERS Custom Lists Sorting into List Order FILTERING RECORDS FILTER - ACTIVATE/DEACTIVATE APPLYING FILTERS Filter by Example AutoFilter Filter by Example: Search Predefined Filters Text Filters Number Filters Date Filters Filter by Colour or Cell Icon Reapplying a Filter Clearing a Filter Clearing All Filters SAVING FILTERS Custom Views Page 1 / 29

4 Table of Contents Microsoft Excel 2010 Sorting and Filtering Page 2 / 29

5 Sorting and Filtering Microsoft Excel 2010 Introduction INTRODUCTION Microsoft Excel provides a range of easy to use features for sorting and filtering data stored in Structured Tables and traditional data tables. The Sorting and Filtering tools are used in the same way whichever type of table you are using - as long as the table complies with the appropriate Design Rules. See page 5. It is assumed that the reader is familiar with Microsoft Excel Those who have used Excel 2003 or earlier will find much that is familiar, plus a number of enhancements that make the features better and even easier to use than they used to be. Note: All data shown in the examples in these notes is entirely fictitious. Any resemblance of data relating to real people or businesses is entirely unintentional. CONVENTIONS The following are the conventions used in this manual. Press the named key. Press and hold the first named key while you press the second. Press and release the first named key before pressing the second. Point the mouse at a specified screen feature. Click Press and release the left or right mouse button. Double Click Click the left or right mouse button twice - quickly. Drag Click and hold the left of right mouse button while you move the mouse. Filename.ext Text Entry Ribbon Option Highlight Press and hold the named key while you click the mouse button. Reference to a named file stored on disk. Typed text entry. Select the specified Ribbon or option from a displayed quick menu. Select the specified option from a displayed dialog box or task pane etc. Highlight for important notes and comments. Page 3 / 29

6 Introduction Microsoft Excel 2010 Sorting and Filtering Page 4 / 29

7 Sorting and Filtering Microsoft Excel 2010 Table Design Rules TABLE DESIGN RULES Before you Sort and/or Filter the data in a table it is important to create a design which works with Excel s features to provide greatest reliability and flexibility when the workbook is used. This is of particular importance when you use tables to store data. Since Excel 2007 (when Tables with Structured Cell References were introduced) the rules have changed. If your workbook is going to be used in Excel 2007 or later you should take advantage of the new Structured Table feature that provides better formatting options and access to Structured Cell References. These Structured Tables dictate the use of new design rules. If your workbook is going to be used in Excel 2003 or earlier your tables must adhere to traditional design rules that avoid the use of features introduced in Excel Opening and Saving a workbook containing one or more Structured Tables, in an older version of Excel, will remove the Structured Table definitions and all their benefits. The result will be a workbook that will not function properly in any version of Excel. In other words: create designs that work in all versions of Excel that will be used to Open and Save the workbook. STRUCTURED TABLES Structured Tables change the way a number of Microsoft Excel s commands work. This means that a Table designed to work in Excel 2003 is not always suitable for conversion to a Structured Table in Excel without some modification. Microsoft Excel 2003 s tables will still work the way they used to do - as long as they are not converted to Structured Tables. Converting a Range to a Table A Structured Table is created when you convert a range of cells to a Structured Table using either of the illustrated Ribbon Tools. Ribbon: Home Insert Page 5 / 29

8 Table Design Rules Microsoft Excel 2010 Sorting and Filtering You can easily tell if a range has been converted to a Structured Table. Excel will display the illustrated Ribbon when you select any cell within a Structured Table. Structured Table tools are described separately. Required Design Attributes 1. Structured Tables may start anywhere in the worksheet. 2. The first row and only the first row must be used for column headings (the Header Row). a. Table headings and Section headings are not part of the Structured Table and should not be included in any range that is converted to a Structured Table. b. Column headings may use Wrapped Text to create multiple lines of text within the heading row. c. If your cell range does not include a Header Row, Microsoft Excel will insert its own generic headings. 3. Column Headings may be text or numbers. a. Formulas will be replaced with static entries based on their results. 4. Every other row in the Structured Table is considered to be a data row. 5. One entry (record) per row. a. You may not split an entry over two rows. b. You may use wrapped text to place multiple lines of text in the row. c. You may include blank rows in a Structured Table. 6. Column Totals are NOT required - they are created using the Structured Table commands. If your spreadsheet has column totals - delete them! a. In fact there should not be any entries in the spreadsheet below the Structured Table. It is common to append data rows to the end of Structured Tables rather than insert new rows so there should be nothing in the way! 7. You may use calculated fields within the table that perform simple calculations within the row. a. For example: Differences between values, VAT calculations etc. b. If you intend to use Structured Cell References (recommended) in your formulas you must build these formulas after converting the cell range into a Structured Table. Page 6 / 29

9 Sorting and Filtering Microsoft Excel 2010 Table Design Rules 8. The data entered into any column should be consistent throughout. 9. Do not merge cells within the Structured Table. Desirable Design Attributes 1. Use the Freeze Panes feature to keep your Column Headings and the Columns which identify entries visible on the screen when you navigate large tables. 2. Design a table structure that provides unambiguous headings that show the users clearly where each item of data should go. TIP Before you sort any data - consider if you need to re-establish the original order afterwards. If so, you may need to include a record number field in your design. a. Never allow the user to have a choice of columns for an item of data. For example. Use Address columns such as: House, Road, Town, County, Postcode Do not use: Address1, Address2, Address3 etc. b. Use separate columns for each item of data - do not design a column structure that requires two items of data in a single cell. For example. Use Name columns such as: Title, First Name, Surname Do not use: Name TRADITIONAL TABLES In order for formulas containing normal cell references to work well and react correctly when users edit the spreadsheet by inserting & deleting rows or columns, or sorting the records in the table it is important that your design complies with the following rules. If you design all your spreadsheets to comply with these rules Excel will help you. If you break any of the rules Excel will give you and the people who use your spreadsheet problems that never go away! Most spreadsheets involve a table which is used to collect data which can then be manipulated and charted etc. It is the design of these tables which is often critical to the success of your design. Page 7 / 29

10 Table Design Rules Microsoft Excel 2010 Sorting and Filtering Required Design Attributes 1. Tables may start anywhere in the worksheet. 2. The first row and only the first row may be used for column headings (Field Names). a. Table headings and section headings are not part of the table and should be separated from the column headings by at least one completely blank row. b. Column headings may use Wrapped Text to create multiple lines of text within the heading row. 3. Column Headings must be text, otherwise Excel may treat the headings row as a data row. Numbers can be entered as text using: a. Prefix the entry with a (apostrophe). b. Or pre-format the cells with the Number format of Text (which is not meant to be a contradiction in terms!) 4. Every other row in the table is considered to be a data row. 5. One entry per row. a. You may not split an entry over two rows. b. You may use wrapped text to place multiple lines of text in the row. 6. The table boundaries are automatically identified by Excel when it finds the edge of the spreadsheet or at the first completely blank row or column. 7. Column and Row Totals are not part of the table so must be separated from it by at least one blank row or column. 8. You may use calculated fields within the table that perform simple calculations within the row. e.g. Differences between values, VAT calculations etc. 9. The data entered into any column should be consistent throughout. 10. Do not merge cells within the table. Page 8 / 29

11 Sorting and Filtering Microsoft Excel 2010 Table Design Rules Desirable Design Attributes 1. Use the Freeze Panes feature to keep your Column Headings and the Columns which identify entries visible on the screen when you navigate large tables. 2. Design a table structure that provides unambiguous headings that show the users clearly where each item of data should go. TIP Before you sort any data - consider if you need to re-establish the original order afterwards. If so, you may need to include a record number field in your design. a. Never allow the user to have a choice of columns for an item of data. For example. Use Address columns such as: House, Road, Town, County, Postcode Do not use: Address1, Address2, Address3 etc. b. Use separate columns for each item of data - do not design a column structure that requires two items of data in a single cell. For example. Use Name columns such as: Title, First Name, Surname Do not use: Name EXAMPLE TABLES Structured Tables Notice the use of Structured Cell References in the formulas. Traditional Tables Notice the use of traditional co-ordinates in the equivalent formulas. Structured Table definition uses the range A3:E12 Notice How both tables break one of the design rules The names should be split into two columns! Page 9 / 29

12 Table Design Rules Microsoft Excel 2010 Sorting and Filtering Structured Tables Notice the use of Structured Cell References in the formulas. Traditional Tables Notice the use of traditional co-ordinates in the equivalent formulas. Structured Table definition uses the range A1:G9 In this Structured Table the Year headings have been entered as numbers. In this table the Year headings have been entered as text. Notice Again the Address column should be split into two columns House & Road. Page 10 / 29

13 Introduction Microsoft Excel 2010 Sorting Records SORTING RECORDS This is an easy to use feature, which allows you to sort a table into any required order, providing the table contains no formulae using relative cell addresses to cells outside the table. RIBBON TOOLS Home Ribbon: This tool displays a menu of sort options to select from. Data Ribbon: These tools are the same as those made available in the above menu. These are more convenient to use when performing multiple sorts. SELECTING A TABLE When sorting any table it is important to ensure the WHOLE table is sorted and not some part of it. Partial sorting can result in data getting all mixed up - total disaster! Structured Tables Simply select any cell in the Structured Table that is within the column that will be used to sort the table. Excel will automatically apply any table command (such as Sorting) to the whole Structured Table. Page 11 / 29

14 Sorting Records Microsoft Excel 2010 Introduction Traditional Tables Select: A single cell containing the field name of the column used to sort the data. Excel will find the whole table for you. (If you have complied with all the Design Rules) Very quick and easy! Avoid: Select the entire table yourself. You will not be able to use the Quick Sort Tools. This is slow and tedious when selecting large tables. DO NOT: Select part of the table. For example: Do not select a Column containing the field you wish to sort by. This can result in the column being sorted without sorting the rest of the table. Excel will display a warning if you try to sort part of the table and offer to select the whole table for you. Relying on Excel to get you out of trouble in this way is an accident waiting to happen! QUICK SORT TOOLS Excel provides two easy to use tools that will sort database tables provided you select the correct cell in advance - see above. Single Level Sort Structured Table: Select any cell in the required column. Traditional Table: Select the Field Name of the column used to sort the Table. Then use: Data Ribbon: Performs an ascending sort. Performs a descending sort. Page 12 / 29

15 Introduction Microsoft Excel 2010 Sorting Records Filter: The drop down menus offered by the Filter tool also provide access to the Quick Sort tools. The Filter feature is automatically switched on for Structured Tables but has to be manually switched on for traditional tables. See page 22. Notes The Quick Sort tools will sort the whole table based on the entries in selected column (field), applying any previously selected options from the Sort dialog box. See page 13. The Quick Sort tools will work with any data type - providing the field contains consistent data types. Excel will perform Alphabetic, Numeric, Date & Time based sorts as relevant to the type of data in the field. Numbers formatted as text are sorted numerically. The tools automatically detect the Header Row containing field names in any table and the Totals Row in Structured Tables only. These will not be affected by the Sort command. Multiple Level Sorts You may perform multiple level sorts by using the Quick Sort tools more than once. When this is the case, Excel is a little unusual in that the icons work in the reverse order to the Sort dialog box described in the next section. Multiple level sorts start with the lowest level first and the highest level last. For example: To sort the example database into Gender order, and then into alphabetic name order, use the following fields in the order listed. 1. Initial 2. Surname 3. Gender SORT DIALOG BOX The Quick Sort Tools described above can perform most sorts that the dialog box can do. There is no point using the dialog box to sort unless you require the more unusual options. The dialog box allows you to define many Sort Keys. The data is first sorted by the first key - and if there is more than one record with the same key - a second or third key etc. can be defined. For example: Sort by Surname, and for those with the same Surname, sort by their First Name etc. Page 13 / 29

16 Sorting Records Microsoft Excel 2010 Introduction Select any Field Name. Then use: Data Ribbon: Note: The Sort dialog box can also be accessed from the Filter drop down menus. Sort By: & Then By Contains the settings for one level of sort. You may select, edit and delete any number of Sort levels. Column Displays and allows you to select the field containing the data used to sort the records in your table. The list will vary as it shows the field names contained in your table design. Notes: Excel automatically detects your header row (field names). If your table does not contain any field names Excel will offer you the Column letters in place of field names. If necessary you can control whether Excel allows for a header row or not using: On/off toggle. If your table complies with the Design Rules, you will never need to use this option! Sort On Displays and allows you to select the cell property that will be used to sort the data. Values Sorts the data using the values stored in the cells. This is the normal sort most users would expect. Default setting. Note: Excel 2003 and earlier can ONLY sort by values. Workbooks designed for use with earlier versions of Excel should not rely on the options described on the next page. Page 14 / 29

17 Introduction Microsoft Excel 2010 Sorting Records Cell Color Excel allows you to sort records based on background cell colours applied to cells in the column. This can be very useful for those who use RAG (Red Amber Green) ratings. Font Color Excel also allows you to sort data based on the Font colour applied to cells. Cell Icon Cell Icons can be applied using Conditional Formatting (beyond the scope of these notes). Cell Icons are the modern way to apply RAG Ratings to your data. This example is based on how much holiday staff have taken and who has little or no holiday left. Order This option displays and allows you to select the Sort Order. The options vary depending on the setting for the Sort On column. Values When selected, Excel allows you to sort in Ascending or Descending order. The options reflect the data type: Numeric Text Dates Cell Color When selected, Excel allows you to sort records using the background cell colours in the field. Use multiple Layers to sort multiple colours. Select the required colour. The list of colours reflects those that Excel finds in the field. Set the direction of the sort. Page 15 / 29

18 Sorting Records Microsoft Excel 2010 Introduction Font Color Very similar to Cell Color but uses the Font Colour instead. You may also sort by Cell and Font colour from the Filter drop down menus. The menus list any colours found in the selected field. Cell Icon Similar to the above but allows you to sort records into the order of the icons you select. Managing Sort Levels The Sort Dialog box allows you to add any number of layers to the Sort definition. The layers take precedence in the order listed, with the most important layer at the top. Note: When using the Quick Sort tools you should reverse this order! For example: To sort people by name, Surname needs to be above First Name in the list. Adds a new layer below the highlighted layer. Deletes the highlighted layer. Creates a new layer by copying the highlighted error. This copy can then be edited as necessary. Page 16 / 29

19 Introduction Microsoft Excel 2010 Sorting Records Moves the highlighted layer one place up the list. Moves the highlighted layer one place down the list. Advanced Sort Options Displays the Sort Options dialog box. Case Sensitive When selected, Lowercase comes before Uppercase in Ascending alphabetic order. Orientation Excel normally sort rows of data in your table, this option allows you to sort Columns of data. In effect the columns will be treated as records and the first column will be treated as the Field Names. Note: This option is not available in Structured Tables. CUSTOM SORT ORDERS Excel allows you to define your own Sort Orders for Text based data. You must first create a Custom List and then apply it using the Sort dialog box. Custom Lists You may create, edit and delete your own Custom Lists for use with the Sort dialog box using: Ribbon: File Select: This will display the Excel Options dialog box Select: Scroll to the bottom of this page. Page 17 / 29

20 Sorting Records Microsoft Excel 2010 Introduction Select: To display the Options dialog box. You may also access this dialog box from the Sort dialog box - see later. Custom lists Displays and allows you to select all the Custom Lists that have been defined. The first four lists are provided by Excel and cannot be changed or deleted. List entries Displays the entries in the selected List and allows you to edit them. Notes: One entry per line - you may use phrases as well as single words. All entries are treated as text. NEW LIST Select this option in the Custom lists panel to create a new list. Excel will display a blank List entries panel where you may type and edit your list. Adds any new list to the end of the Custom lists panel, and updates any list you have changed. Deletes the highlighted list. Creates a new list by importing the contents of the selected range of cells. Indicates and allows you to select the range containing the list you wish to import. You may select the range before opening the Options dialog box. Note: This option is not available when the dialog box is accessed from the Sort dialog box. Page 18 / 29

21 Introduction Microsoft Excel 2010 Sorting Records Sorting into List Order Open the Sort dialog box (described earlier). Use a Custom List to define a List Order as follows: Sort On Select: Values Order Select: Custom List Excel will display the Options dialog box where you can choose the required Custom List. You can also using it to create, edit and delete lists - see earlier. Recently used lists are added to the drop down list of choices. Page 19 / 29

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23 Introduction Microsoft Excel 2010 Filtering Records FILTERING RECORDS Excel allows you to hide or filter out those records that are irrelevant to your immediate needs - leaving visible only those records which match the filter(s) you apply. Excel achieves this by hiding the rows that are not relevant. When a filter has been applied, the Excel co-ordinate frame displays blue row numbers. Excel prints the visible records only. Most formulas will still calculate using the data in the hidden records - so the spreadsheet still Works. The one exception to this is the SUBTOTAL function which ignores filtered records. This property of the SUBTOTAL function makes it a powerful tool for summarizing selected data. Home Ribbon: This tool displays a menu of sort options to select from. Data Ribbon: These tools are the same as those made available in the above menu. These are more convenient to use when performing multiple sorts. These are often more convenient to use. Page 21 / 29

24 Filtering Records Microsoft Excel 2010 Introduction FILTER - ACTIVATE/DEACTIVATE The Filter feature is automatically activated when you create a Structured Table. You may activate or deactivate it for both Structured Tables and traditional tables. Select a Field Name in a traditional table or any cell within a Structured Table. Excel will automatically identify the range containing the whole table, when you use: Data Ribbon: On/off toggle. Excel displays drop down pick list arrows next to each field name in the table. These arrows do not print. Notes: When a filter has been applied, the Excel co-ordinate frame displays blue row numbers. Indicates a field without a filter applied. Indicates a field with a filter applied. APPLYING FILTERS Filter by Example Mouse: Click on the symbol next to the required Field Name to display a list containing one of every entry in the field. These lists are updated automatically by Excel whenever the data in the table is changed. Page 22 / 29

25 Introduction Microsoft Excel 2010 Filtering Records Select/deselect the entries you want to show or hide in the table. Select all Select or deselect all entries with a single click. Dates Dates are grouped by Year and Month to make them easier to find. Click symbol to show group. Click symbol to hide group. Blank Cells If the field contains one or more blank cells an extra option allowing you to select them is added to the list. AutoFilter Ribbon: Activates the AutoFilter feature - and sets a filter showing records that match the entry in the active cell. This tool can be used more than once to combine successive filters on multiple columns. Note: This tool is not available when Excel is first installed - but it can be added to the Ribbon at any time. Filter by Example: Search Allows you to search the Filter by Example list that match the entries you type in panel. This is useful with long lists. Enter required text or value. Not case sensitive. Excel will display items which contain your entry. Mouse: Delete the Search criteria. Page 23 / 29

26 Filtering Records Microsoft Excel 2010 Introduction Wildcards You may use wildcards:? Represents any single character. S???? Matches with 5 character entries starting with an S. * Represents any number of characters. *s???? As above but allows any number of characters before the s. Numbers and Times When searching Number and Time fields you treat them in the same way as text entries - including the use of punctuation. Dates With dates the search is applied to Groups rather than individual dates. Select the Groupings to search. You may use wildcards - as above. Page 24 / 29

27 Introduction Microsoft Excel 2010 Filtering Records Predefined Filters Excel provides a choice of predefined filters that you may select from. The filters reflect the nature of the data in the field you are filtering. Text Filters Each option in the menu displays the Custom AutoFilter dialog box with the appropriate option preselected. See later. Notes This menu offers very little that cannot be achieved using the Filter by Example panel - described above. However, it will look familiar to those who are used to using the Custom Filter option in Excel Use whichever you find easiest! Enter your Criteria: Select a comparison operator from: equals does not equal is greater than is greater than or equal to is less than is less than or equal to begins with does not begin with ends with does not end with contains does not contain Select an entry to compare the field entries with, using: Type the text or value that you require. Optionally use the wild cards - described earlier Page 25 / 29

28 Filtering Records Microsoft Excel 2010 Introduction And When both criteria are used, this option combines them using the logical And operator. The best way to think of this is as follows: Each criteria, used individually, would identify a list of records. And joins the two separate lists so that you see only those records that appear in both lists at the same time. Using And reduces the number of visible records. Or When both criteria are used, this option combines them using the logical Or operator. The best way to think of this is as follows: Each criteria, used individually, would identify a list of records. Or joins the two separate lists so that you see all the records that appear in either list. Using Or increases the number of visible records. Number Filters Most options display the Custom AutoFilter dialog box, which does offer some very useful features that are not available in the Filter by Example panel. Notably with numeric (and time) data you may work with ranges of values: Enter your criteria See earlier. Top 10 AutoFilter This option in the Numeric Filters (also Time Filters) allows you to select the records with the highest/lowest values, without having to know what the values are. This allows you to easily find the best or worst entries in the data table without having to guess values as you would with Custom AutoFilters. Page 26 / 29

29 Introduction Microsoft Excel 2010 Filtering Records First Panel Top When selected, Excel will select records with the highest values in the field. Bottom When selected, Excel will select records with the lowest values in the field. Second Panel Enter a value that defines how many of the top or bottom values you wish to select. Third Panel Select a modifier for the value. Items When selected, Excel will select all the records with the top or bottom values in the whole column. For example: For the sample database, if the Salary field is set to: Top 2 Items Excel will display the two highest paid people. Excel may display more records if there are more people with the same salary. All entries with values equal to the two highest paid will also be displayed. In the sample database that will include the MD - the highest paid and all the Directors as 2nd equal highest paid. Percent When selected, Excel will select all the records with the top or bottom n% percent for the field - taking into account the range of values in the field and the number of records in the table. Date Filters All options that contain at the end display the Custom AutoFilter dialog box, which is used in much the same way as for numeric Filters - see above. All the other options provide easy ways of selecting data in commonly used date ranges. These should prove much easier to use than the Filter by Example lists or the Custom AutoFilter dialog box. Explore! Page 27 / 29

30 Filtering Records Microsoft Excel 2010 Introduction Filter by Colour or Cell Icon If the cells in your field have been formatted with any combination of Font Colours, Fill Colours, or Cell Icons (Conditional Formatting), Excel allows you to apply a filter that selects all entries with a matching colour or icon. This option is only available when appropriate formatting has been applied in the selected field. It lists all the variations of Colour and Cell Icons that are used in the field. Select the one you require. Reapplying a Filter Filters do not react on the fly when data is added or changed. You may reapply the current set of filters after your data has been changed using: Ribbon: Data Clearing a Filter Each field has a Clear Filter option, which is available whenever a filter is set on the field. Alternatively: Select: (Select All) In the Filter by Example panel Clearing All Filters You may clear all filters set on all fields in the table using: Ribbon: Data Page 28 / 29

31 Introduction Microsoft Excel 2010 Filtering Records SAVING FILTERS On the face of it Excel does not provide any mechanism for saving a Filter so that it may be applied again at any time in the future without having to build it again. This is not needed for simple filters but could save a lot of time for complex combinations of filters. The good news is that you may save them using a Custom View a little known feature that provides one or two useful options and not just for storing filter settings. The bad news is that Custom Views are not available in any workbook that uses Structured Tables. So is only available for use with Traditional Tables - a backward step! Applying a Custom View with a suitable filter stored in it actively applies the filter settings to show/hide appropriate records, even when the data has changed. Custom Views Apply the filters you wish to save to your table, then use: Ribbon: View Allows you to store a new Custom View which can include your current Filter settings. Name Type a descriptive name for your View. Include in view Print Settings When selected the View will store all your Page Setup setting including Headers, Footers and Print Range etc. De-select this option if your View is only intended to store a filter. Hidden rows, columns and filter settings Select this option to make the View store your current filter. Applies the highlighted View - including any filters stored in the View. Deletes the View and all its settings but does not damage any data stored in the spreadsheet. Closes the dialog box. Page 29 / 29

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