Maximize Excel: Filtering Data​


Date: 11/18/2024
Time: 12:00 PM - 2:00 PM EST
CPE Credit: 2 hours

Because many Excel users are unaware of the Filter feature, they spend significant time sorting data and staving off information overload. In this comprehensive webcast, Excel expert David Ringstrom, CPA, shares a number of techniques you can use to quickly sift through large amounts of data in Excel. David contrasts the Table and Filter features, demonstrates how to filter data in pivot tables, and shares several shortcuts. You’ll discover how to remember filter criteria by way of the Custom Views feature and learn about the FILTER function that’s being rolled out in the Office 365 version of Excel.
 
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 Covered

• 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 upon two or more conditions with the FILTER function in Office 365.
• Simplifying repetitive tasks by creating your own keyboard shortcuts.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Filtering lists based on cell color.
• Adding interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later.
• Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
• Using Excel’s Filter feature to quickly scan a column for # sign errors.
• Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
• Utilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered list.
• Creating a pivot table to transform lists of data into on-screen reports.
• Understanding the nuance of filtering blank rows within a spreadsheet.

Learning Objectives:

• Recognize which version(s) of Excel offer the FILTER function.
• Identify the command that you use to activate Quick Access Toolbar shortcuts.
• Identify the ribbon tab where the Custom Views command resides.