Complete Excel 2013 Data Management Tools

Instructor: Dennis Taylor
Product ID: 704142
Training Level: Intermediate
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
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Recorded Link and Ref. material will be available in My CO Section

Training CD

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CD and Ref. material will be shipped within 15 business days

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Fax: +1-650-963-2556


Read Frequently Asked Questions

This training program will familiarize attendees with data layout standards for optimizing data management tools. It will discuss data design tips, data validation, conversion of a list to a table, filter and advanced filter, subtotals and more.

"Complete Excel 2013 Data Management Tools" - This course is approved by NASBA (National Association of State Boards of Accountancy). Attendees of Live Webinar are eligible for 1.5 CPE credit up on full completion of the course.

Why Should You Attend:

Although Excel is not a database software package, it has multiple features and techniques for managing large lists of data and extracting pertinent information efficiently. In this program, attendees can learn the dos and don’ts of structuring data, how to insure accuracy with data validation tools and how to set up pick lists to accelerate data input chores.

The course will explain the limits of Excel as a data management tool and spells out the design considerations for creating lists, converting them to tables, and focusing on just the important data with filters and slicer.

Learning Objectives:

  • Become familiar with data layout standards for optimizing data management tools.
  • Learn when and why to convert lists of data into tables.
  • Learn to control data accuracy at creation time using data validation, including the popular pick-list feature.
  • Learn to see just the important data at any time using filter, advanced filter, or the powerful and visual slicer feature.
  • Learn how to control the order of data with sorting tools, including methods for sorting based on the order of a list, sorting by color or icon, sorting top-bottom and left-right, and sorting in random order.
  • Using the subtotal command, learn how to insert automatic totals in a list and collapse/expand the display to show subtotals or details.

Areas Covered in the Webinar:

  • Data design tips
  • Data validation
  • Conversion of a list to a table
  • Sorting data
  • Filter and advanced filter
  • Subtotals
  • Removing duplicates

Who Will Benefit:

This webinar will provide valuable assistance to nearly all Excel users - it is not industry specific, but is perhaps more widely used in:

  • Banking, finance, and related fields
  • Marketing
  • Sales
  • Investments
  • Pharmacy
  • Accounts and audit
  • Credit unions and mortgage firms

Instructor Profile:

Dennis Taylor has taught thousands of Excel seminars and classes since the early 90’s. He is the author/presenter of over 500 Excel webinars, and authored the book Teach Yourself Microsoft Excel 2000. He has taught hundreds of public Excel seminars in the US and Canada since 2006 and has recorded over 100 Excel courses both for online and DVD distribution.

We are registered with and adhere to the Statement on Standards for Continuing Professional Education programs of the National Registry of CPE Sponsors. Our registration number is 109066. Please check with the governing body of your license and state for specific CPE requirements. Grievances may be forwarded to the company at 650 620 3961. Grievances may also be forwarded to the National Registry of CPE Sponsors-NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, 615-880-4200,, e-mail

Field of Study Minutes CPE
Computer Science 25 0.5
Finance 20 0.4
Mathematics 30 0.6
Statistics 15 0.3
Total Duration - 90 Min Total Credits - 1.5

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