Excel Accountant: Filtering Data

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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.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.Who should attend:Users who work with large data sets in Excel and want to learn ways to streamline their filtering tasks.Topics covered:Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access ToolbarRemoving the Table feature from Excel spreadsheets once it's no longer needed or simply erasing the alternate row shadingUnderstanding the nuance of filtering blank rows within a spreadsheetLearning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and laterCreating a pivot table to transform lists of data into on-screen reportsUsing Excel's Advanced Filter feature to identify unique items within a list without discarding duplicatesStreamlining Custom Views by adding a drop-down list to Excel's Quick Access ToolbarUtilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered listAvoiding the need to retype data or cumbersome formulas by way of Excel's Text to Columns commandLeveraging Excel's Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actionsManaging information overload by creating a Top 10 pivot tableLearning how the Table feature empowers you to improve the integrity of Excel spreadsheetsIdentify how to utilize the Reapply commandRecognize what the FILTER function returns if no records are displayedDescribe Quick Access Toolbar commands which allow you to filter a list based on a cell's contents with one clickRecognize the benefit the Table feature offersDescribe which type of data the Top 10 filer appearsIdentify what the MATCH function returns, if the lookup value is not found within the lookup arrayRecognize which feature allows you to identify a criteria range for specifying data you want to see within a list on a worksheetDescribe which menu the Custom Views feature appears in Excel

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