Filtering Excel Data

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Course Description

Because many Excel users are unaware of the Filter feature, they spend significant time sorting data and staving off information overload. In this comprehensive course, 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 Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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 course.

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 2021, Excel 2019, and so on.

Who should attend: Users who work with large data sets in Excel and want to learn ways to streamline their filtering tasks.

Level: Intermediate

Topics covered:

  • 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
  • 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 Excel 2021 and Microsoft 365
  • Gaining control of long lists of data by filtering instead of sorting.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading
  • Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables
  • Understanding the nuance of filtering blank rows within a spreadsheet
  • Using Excel’s Advanced Filter feature to identify duplicates within a list

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

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