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Excel Explained - Filtering and Slicing Data - Webinar

Excel Explained - Filtering and Slicing Data - Webinar

by Deb Rondeau -
Number of replies: 0

Center for Financial Training
Webinar - Live and Recorded Options Available

Excel Explained: Filtering and Slicing Data

Wednesday, October 2, 2019
11:00 AM - 1:00 PM (Eastern Time)

 

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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Recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Questions?

Please contact Scott Briggs at
800-795-5242 X1180 or scott@cfteducation.org

 

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