Excel: Filtering and Slicing Data

When users are unaware of ways to benefit from Excel’s filtering features, they can spend a great deal of time sorting data. In this webinar, Excel expert David Ringstrom, CPA, discusses a number of techniques you can use to quickly sift through large amounts of data and stave off information overload. 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 Office 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 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.

Covered Topics

  • Gaining control of long lists of data by filtering instead of sorting.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Exploring the risks and benefits of participating in the free Microsoft Office Insider program.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
  • Streamlining Custom Views by adding a drop-down list to Excel’s Quick Access Toolbar.
  • Understanding the nuance of filtering blank rows within a spreadsheet.
  • Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.
  • Illustrating numbers within a list by using the Icon Sets conditional formatting.
  • Using Excel’s Advanced Filter feature to identify duplicates within a list.
  • Identifying the feature conflict that arises when you utilize tables within Excel workbooks.

Who Should Attend?

Practitioners who can benefit from learning how to filter and sort their data more effectively.