Excel Agility: Filtering and Formatting Data
There are many data visualization and manipulation tools available in Microsoft Excel that you might not be aware of. In this presentation, Excel expert David Ringstrom demonstrates how to avoid retyping data and cumbersome formulas, create keyboard shortcuts to simplify repetitive tasks, eliminate duplicates from a list, identify unique items without discarding duplicates, and more. In addition, David discusses Conditional Formatting and explains how to resolve issues that can be problematic, including how to remove non-breaking spaces from reports you copy from cloud-based software or from text with carriage returns.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Topics Typically Covered:
•Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
•Filtering lists based on cell color.
•Filtering based on two or more conditions with the FILTER function in Office 365.
•Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.
•Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
•Understanding the nuance of filtering blank rows within a spreadsheet.
•Identifying the feature conflict that arises when you utilize tables within Excel workbooks.
•Eliminating duplicates from a list with just a few mouse clicks.
•Using Text to Columns in any version of Excel to quickly separate city, state, and ZIP code into separate columns.
•Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
•Displaying results from elsewhere in a worksheet based on criteria you supply by way of the new FILTER function.
•Filtering lists of data based on cell icons applied via Conditional Formatting.
•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.
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. David’s 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. To learn more about David, you can view his LinkedIn profile and follow him on ... View Full Profile
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