Excel Savvy: Filter and Format Data with Ease
Recorded Webinar
Duration : 90 Minutes

Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

You’ll find it easy to filter and format your data after participating in this presentation by Excel expert David Ringstrom, CPA. David shows you how to analyze data more effectively, gain control of long lists of data, identify duplicates in a list, transform filtering tasks, avoid retyping data and cumbersome formulas, bypass filter drop-down lists, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

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

Topics Covered

  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature
  • Color-coding the top or bottom amounts within a list by way of Conditional Formatting
  • Learning which features, such as Custom Views, you can’t use when one or more tables exist in a workbook
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons
  • Switching between Custom Views by way of a hidden drop-down list you can enable on Excel’s Quick Access Toolbar
  • Seeing two techniques for determining if conditional formatting has been applied to a worksheet, and if so, where
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click
  • Getting control of long lists of data by filtering instead of sorting
  • Transforming dates and numbers into various formats without retyping by way of custom number formats
  • Using Excel’s Filter feature to quickly scan a column for # sign errors
  • Simplifying repetitive tasks by creating your own keyboard shortcuts
  • Mitigating the side effects of converting a table back to a normal range of cells

Who Should Attend

Practitioners seeking ways to analyze data in Excel more effectively and to discover how to simplify filtering and formatting.

  • $200.00