Exploring Excel: Fantastic Filtering Techniques

Instructor: David H Ringstrom
Product ID: 705180
  • Duration: 90 Min
Microsoft Excel has powerful tools that can be used to quickly tame large sets of data. This training session will help attendees discover techniques that can simplify and format data according to your audience.
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Why Should You Attend:

This webinar will discuss:

  • Numerous ways to analyze data more effectively
  • Features and functions in Excel that help simplify filtering and formatting data
  • Keyboard shortcuts that enable you to reduce repetitive tasks

Further, participants will receive detailed handouts, with numbered steps, that serve as reference tools and an Excel workbook that includes the examples discussed in the session.

Learning Objectives:

  • Apply powerful techniques you can use to quickly tame large sets of data in Excel
  • Apply a variety of Excel functions and features to filter and format your data
  • Identify duplicates in a list using the Conditional Formatting feature
  • Define how to use the SUBSTITUTE function
  • Apply Conditional Formatting to color-code your data, identify duplicates, and apply icons
  • Recognize how to compile unwieldy data into the format required for Pivot Table analysis

Areas Covered in the Webinar:

  • Identifying duplicates in lists using Conditional Formatting
  • Learning to do transform filtering tasks with the Table feature
  • Switching between Custom Views with a hidden drop-down list
  • Transforming text via Excel’s UPPER, LOWER, PROPER, and TRIM functions
  • Using the CLEAN and TRIM functions to eliminate non-printing characters within your data
  • Getting control of long lists of data by filtering instead of sorting

Who Will Benefit:

  • Banking
  • Finance
  • Insurance
  • Education
  • Telecom
  • IT
  • CPAs
  • CFOs
  • Controllers
  • Marketing
  • Sales
  • Investments
  • Pharmaceutical
  • Medical Devices
  • FDA
  • Aviation
  • Energy
  • Retail
  • Human Resource
  • Logistics and Supply Chain
  • Accountants
  • Audit
Instructor Profile:
David H Ringstrom

David H Ringstrom
Owner, Accounting Advisors, Inc

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. His 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.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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