Course info

In this presentation, author and Excel expert David H. Ringstrom, CPA, will take you on a deep dive into the art of data management and analysis in Excel. You'll discover indispensable techniques for filtering Data efficiently and learn time-saving filtering keyboard shortcuts, including how to add Clear Filter to the Quick Access Toolbar for seamless data refinement. David will unveil the power of ad hoc totals while filtering and demonstrate the versatility of the Table feature. You'll also gain insights into optimizing your workflow by mastering Slicers with Tables and harnessing the Custom Filter option for precise data extraction. Learn how to streamline your analysis by Filtering by Color and easily Reapply filters when needed. Dive into Advanced Filter functionalities and explore the FILTER function in Excel 2021 and Excel for Microsoft 365 for enhanced data manipulation. David will also show you how to use FILTER with multiple conditions and show how to filter charts. Join us for this enlightening webinar to transform your data filtering and analysis skills in Excel. 

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations. 

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Professionals seeking to use Microsoft Excel more effectively.

Topics typically covered:

• Removing no-longer-relevant filtered items using the Reapply command.
• Understanding the nuance of filtering blank rows within a spreadsheet.
• Determining two different ways to show all items on a filtered list.
• Utilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered list.
• Filtering list entries based on colors you apply manually or with Conditional Formatting.
• Summarizing data in chart form by creating and filtering pivotcharts.
• Filtering PivotTables to show fewer columns and/or rows of data.
• Filtering based upon two or more conditions with the FILTER function in Excel 2021 and Microsoft 365.
• Using Excel’s Advanced Filter feature to identify unique items within a list without discarding duplicates.
• Displaying subsets of data dynamically by way of the FILTER worksheet function.
• Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar.
• Removing the Table feature or just clearing its alternate row shading.