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Users who are unaware of the Filter feature in Excel spend a great deal of time sorting data and staving off information overload. In this session, Excel expert David Ringstrom, CPA, discusses a number of techniques you can use to quickly sift through large amounts of data. He contrasts the Table and Filter features, explains how to filter data in pivot tables, and shares several helpful shortcuts. In addition, David shows you how to remember filter criteria by way of the Custom Views feature, he describes the FILTER function available Excel Microsoft 365, and more. Note: This presentation pairs well with David’s “Conditional Formatting” webcast.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
Microsoft 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 filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar.
- Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
- Understanding the nuance of filtering blank rows within a spreadsheet.
- Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later.
- Creating a pivot table to transform lists of data into on-screen reports.
- Using Excel’s Advanced Filter feature to identify unique items within a list without discarding duplicates.
- Streamlining Custom Views by adding a drop-down list to Excel’s Quick Access Toolbar.
- Utilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered list.
- Using Excel’s Filter feature to quickly scan a column for # sign errors.
- Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
- Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
- Filtering based on two or more conditions with the FILTER function in Microsoft 365.
- Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
- Managing information overload by creating a Top 10 pivot table.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
Learning Objectives/Why You Should Attend:
- Identify the types of data that can be affected when such actions as deleting rows or formatting are taken while filtering a worksheet.
- Recognize valid filtering options in Excel.
- Recall the keyboard shortcut that enables you to delete one or more rows or columns that you’ve selected.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- 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).
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