CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
When
users are unaware of ways to benefit from Excel’s filtering features, they
can spend a great deal of time sorting data. In this webinar, Excel expert
David Ringstrom, CPA, discusses a number of techniques you can use to
quickly sift through large amounts of data and stave off information
overload. He contrasts the Table and Filter features, explains how to
filter data in pivot tables, and shares several helpful shortcuts. In
addition, David shows you how to remember filter criteria by way of the Custom
Views feature, he describes the FILTER function available Excel Office 365,
and more. Note: This presentation pairs well with David’s "Conditional
Formatting" webcast.
David
demonstrates every technique at least twice: first, on a PowerPoint slide with
numbered steps, and second, in the 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 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.
Covered
Topics:
- Gaining control of long lists of data by filtering
instead of sorting.
- Applying different filter settings with just a
couple of mouse clicks using the Custom Views feature.
- Removing the Table feature from Excel spreadsheets
once it’s no longer needed or simply erasing the alternate row
shading.
- Exploring the risks and benefits of participating
in the free Microsoft Office Insider program.
- Learning how the Table feature empowers you to
improve the integrity of Excel spreadsheets.
- Avoiding the need to retype data or cumbersome
formulas by way of Excel’s Text to Columns command.
- Streamlining Custom Views by adding a drop-down
list to Excel’s Quick Access Toolbar.
- Understanding the nuance of filtering blank rows
within a spreadsheet.
- Transforming text by way of Excel’s UPPER, LOWER,
PROPER, and TRIM functions.
- Illustrating numbers within a list by using the
Icon Sets conditional formatting.
- Using Excel’s Advanced Filter feature to identify
duplicates within a list.
- Identifying the feature conflict that arises when
you utilize tables within Excel workbooks.
Who
Should Attend?:
Practitioners
who can benefit from learning how to filter and sort their data more
effectively. Please
forward email to appropriate person(s).
Instructor:
David
H. Ringstrom,
CPA, is an author and nationally recognized instructor who teaches scores
of webinars each year. His Excel courses are based on over 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. To learn more about David, you can view his
LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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