Filtering and Formatting Excel Data with Ease: Part 2
January 31st, 2019, 1:00 PM to 2:40 PM, ET
If you’re an Excel user who doesn’t take advantage of the powerful Conditional Formatting feature, this webcast is perfect for you. In this practical webinar, Excel expert, David Ringstrom, CPA, walks you through a variety of data visualization techniques, including typical stumbling blocks to avoid. You will learn how to color-code worksheet cells based on number or text values, identify duplicate values within a list, add graphics, such as data bars or icons, and create heat maps.
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:
- Compare two techniques for determining if Conditional Formatting has been applied to a worksheet and, if so, where
- Format cells based on amounts in a separate column
- Enliven lists of numbers with the Data Bars conditional formatting
- Remove Conditional Formatting when it’s no longer needed within a spreadsheet
- Identify cells that contain specific text
- Use Conditional Formatting to color-code your data, identify duplicates, and apply icons
- Combine the COUNTIF function with Conditional Formatting to highlight the second and further instances of entries on a list
- Use the Table feature to improve the integrity of Excel spreadsheets
- Color-code cells between a range of amounts
- Jump-start data visualization with the Quick Analysis feature
- Highlight amounts greater than a specified amount with Conditional Formatting
- Gain control of long lists of data by filtering instead of sorting
Upon course completion, you will be able to:
- Identify the Conditional Formatting command that would color-code cells with values within a given range of numbers
- State which command to choose when right-clicking on a cell to show only cells color-coded by Conditional Formatting
- Identify the types of data that actions such as row deletions or formatting affect while filtering a worksheet
CPE Credit: Self-Study credit (Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.)
Program Level: Intermediate
Prerequisites: None. Experience working with lists of data in Microsoft Excel.
Advanced Preparation: None
Instructional Method: 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.
This is one part of a 2-part webinar series. If you want to register for just this part, please click the Register button to the right. If you’d like to register for both parts together, please click here.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
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|CPE||2.0||Computer Software & Applications||On-Demand/Recording|
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 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. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.
CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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