Filtering Data


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If you’re an Excel user who isn’t aware of the many helpful data visualization and manipulation tools available in the program, this presentation is perfect for you. Excel expert David Ringstrom, CPA, 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.

Topics Covered:

  • Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.
  • Eliminating duplicates from a list with just a few mouse clicks.
  • Learning two techniques for determining if conditional formatting has been applied to a worksheet, and if so, where.
  • Using the Text to Columns feature in any version of Excel to quickly separate city, state, and ZIP code into separate columns.
  • Simplifying repetitive tasks by creating your own keyboard shortcuts.
  • Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
  • Using Excel’s CODE function to identify pesky non-printing characters in your data.
  • Using Excel’s Advanced Filter feature to identify unique items within a list without discarding duplicates.
  • Getting control of long lists of data by filtering instead of sorting.
  • Color-coding the top or bottom amounts within a list by way of the Conditional Formatting feature.
  • Switching between Custom Views by way of a hidden drop-down list you can enable on Excel’s Quick Access Toolbar.

Learning Objectives:

  • Identify a variety of Excel functions and features to filter and format your data.
  • Name two techniques that allow you to determine if Conditional Formatting has been applied to a worksheet.
  • Recall how the Table feature can transform filtering tasks.