Filtering and Formatting Data

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

In this comprehensive webcast, Excel expert David Ringstrom, CPA, shares numerous ways to analyze data more effectively. He discusses how to gain control of long lists of data, identify duplicates in a list, transform filtering tasks, avoid retyping data and cumbersome formulas, bypass filter drop-down lists, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics/Areas Typically Covered:

  • Simplifying repetitive tasks by creating your own keyboard shortcuts.
  • Identifying duplicates in a list using Conditional Formatting.
  • Using Excel’s CODE function to identify pesky non-printing characters in your data.
  • Learning how the Table feature allows you to transform filtering tasks.
  • Avoiding retyping data or cumbersome formulas by way of Excel’s Text to Columns command.
  • Using the CLEAN and TRIM functions to eliminate non-printing characters, such as tabs, carriage returns, and spaces, that can trigger #VALUE! and other errors.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Switching between Custom Views by way of a hidden drop-down list you can enable on Excel’s Quick Access Toolbar.
  • Using Excel’s Filter feature to quickly scan a column for # sign errors.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Learning which features, such as Custom Views, you can’t use when one or more tables exist in a workbook.
  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.

Learning Objectives/Why You Should Attend:

  • Apply powerful techniques to quickly tame large sets of data in Excel.
  • Implement a variety of Excel functions and features to filter and format data.
  • Identify duplicates in a list using the Conditional Formatting feature.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

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