Filtering and Formatting Excel Data with Ease - Part 1

Filtering and Formatting Excel Data with Ease: Part 1
January 30th, 2019, 1:00 PM to 2:40 PM, ET

If you’re an Excel user who is unaware of the Filter feature and you spend a great deal of time sorting data and staving off information overload, you’ll want to participate in this webcast. Excel expert, David Ringstrom, CPA, shares a variety of techniques you can use to quickly sift through large amounts of data in Excel. You will learn the difference between the Table and Filter features, how to filter data in pivot tables, and several shortcuts. In addition, you will also learn how to remember filter criteria by way of the Custom Views feature, including the FILTER function that will be rolled out in the Office 365 version of Excel.

You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples used 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.

You will learn how to:

• Use the table feature to improve the integrity of Excel spreadsheets
• Control information overload within pivot charts by filtering
• Avoid the need to retype data or cumbersome formulas by using Excel’s Text to Columns command
• Simplify repetitive tasks by creating your own keyboard shortcuts
• Leverage Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a key stroke instead of multiple mouse actions
• Filter based upon two or more conditions with the FILTER function in Office 365
• Remove the Table feature from Excel spreadsheets once it’s no longer needed or simply erase the alternate row shading
• Filter blank rows within a spreadsheet
• Create a Top 10 pivot table
• Use Excel’s Advanced Filter feature to identify unique items within a list without discarding duplicates
• Gain control of long lists of data by filtering instead of sorting
• Manage multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later

Upon course completion, you will be able to:

• Recall the menu in Excel where the Table feature resides
• Identify which versions of Excel permit using slicers with both tables and pivot tables
• Identify the location of the PivotTable command within Excel’s ribbon menu interface

CPE Credit: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]

100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund.  If you are not satisfied with the webinar, we will provide you a full refund.  For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.

Program Level: Intermediate

Prerequisites: None. Experience working with lists of data in Microsoft Excel.  

Advanced Preparation: None

Instructional Method: Group-Internet Based, QAS Self Study

National Registry of CPE Sponsors:  Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.