In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the essential techniques for sorting data effectively in Excel. Discover how to sort lists by color, implement case-sensitive sorting, and arrange data in monthly order. David will also cover advanced topics such as sorting data on protected worksheets and the nuances of sorting within PivotTables, ensuring you can manage your data with precision. Additionally, learn how to allow users to sort and filter only specific data, empowering them to interact with your spreadsheets seamlessly. Join us to enhance your Excel skills and streamline your data management practices!

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

Topics typically covered:

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• Sorting month names in chronological rather than alphabetical order.

• Using the SORT function together with the Spilled Range Operator in Microsoft 365 and Excel 2021 to create data validation lists that sort automatically when new items are added.

• Understanding the nuances of sorting lists of data in Excel.

• Overriding Excel's default case-insensitivity to sort data in a case-sensitive fashion.

• Sorting lists of data dynamically from elsewhere in a spreadsheet with the new SORT function.

• Contrasting sorting data within worksheets to the nuances of sorting data within PivotTables.

• Nesting dynamic array functions such as SORT and UNIQUE together.

• Using the SORT function and spilled range operator in Microsoft 365 and Excel 2021 to create self-sorting and self-expanding data validation lists.

• Eliminating repetitive sorting processes with Power Query.

• Disabling the Protected View prompt.

• Enabling users to sort data on protected worksheets.

Learning objectives:

• Recognize the number of levels that Microsoft Excel allows you to potentially sort on.

• Demonstrate knowledge of the nuance involved in sorting two or more row fields within a PivotTable.

• Recognize a dynamic array function from a list of worksheet functions.

Level: Intermediate

Instructional Method: Group: Internet-based

NASBA Field of Study: Specialized Knowledge (2 hours)

Program Prerequisites: Prior experience with Microsoft Excel is recommended.

Advance Preparation: None