Users who are unaware of the Filter feature in Excel spend a great deal of time sorting data and staving off information overload. In this session, Excel expert David Ringstrom, CPA, shares a number of techniques you can use to quickly sift through large amounts of data in Excel. He’ll contrast the Table and Filter features, show how to filter data in pivot tables, and share several shortcuts. You’ll see 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 course.
Course Publication Date:
December 17, 2020
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or
webinar membership or can be purchased for
$20.00!
| Author: | David Ringstrom |
| Course No: | COMP-FILTER-17780 |
| Recommended CPE: | 2.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Basic |
| Prerequisites: | Experience working with lists of data in Microsoft Excel |
| Advanced Preparation: | None |
| Recommended Field of Study: | Computer Software and Applications
Webinars - On Demand
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Learning Objectives
- Identify the types of data that actions such as row deletions or formatting affect while filtering a worksheet
- Recognize valid filtering options in Excel
- Describe the keyboard shortcut that enables you to delete one or more rows or columns that you've selected