Excel: Filtering and Slicing Data

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 webcast, 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

  • Filtering lists based on cell color.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Filtering based upon two or more conditions with the FILTER function in Office 365.
  • Understanding the nuance of filtering blank rows within a spreadsheet. 
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Simplifying repetitive tasks by creating your own keyboard shortcuts.
  • Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
  • Summarizing data in chart form by creating and filtering pivotcharts.
  • Utilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered list.
  • Identifying the feature conflict that arises when you utilize tables within Excel workbooks.
  • Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.

Who Should Attend?

Practitioners who can benefit from learning how to filter and sort their data more effectively.