Excel Agility: Techniques for Filtering and Formatting Data
You’ll learn numerous ways to analyze data more effectively in this informative presentation. Excel expert David Ringstrom, CPA, leads off the session with a discussion of new features in Excel 2016 that will enable you to quickly make sense of just about any data set. He’ll also show you how to gain control of long lists of data, create keyboard shortcuts, identify duplicates, and filter based on cell contents.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention 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.
Topics Typically Covered:
- Switching between Custom Views by way of a hidden drop-down list you can enable on Excel’s Quick Access Toolbar.
- Avoiding retyping data or cumbersome formulas by way of Excel’s Text to Columns command.
- Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.
- Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
- Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
- Learning which features, such as Custom Views, you can’t use when one or more tables exist in a workbook.
- Identifying duplicates in a list using Conditional Formatting.
- Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
- Using Excel’s CODE function to identify pesky non-printing characters in your data.
- Learning how the Table feature allows you to transform filtering tasks.
- Using the CLEAN and TRIM functions to eliminate non-printing characters in your data, such as tabs, carriage returns, and spaces, which can trigger #VALUE! and other errors.
- Transforming dates and numbers into various formats without retyping by way of custom number formats.
- 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.