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 webcast, 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 subscription-based Microsoft 365 (formerly 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.

Covered Topics

  • Adding interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Determining two different ways to show all items on a filtered list.
  • Displaying subsets of data dynamically by way of the new FILTER worksheet function.
  • Filtering based upon two or more conditions with the FILTER function in Microsoft 365 (former Office 365).
  • Filtering lists based on cell color.
  • Filtering pivot table data based on a new dimension by using the Report Filter command.
  • Filtering pivot tables to show fewer columns and/or rows of data.
  • Gaining control of long lists of data by filtering instead of sorting.
  • 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.