Users who are unaware of the Filter feature in Excel spend a great deal of time sorting data and staving off information overload. In this session, Excel expert David Ringstrom, CPA, shares a number of techniques you can use to quickly sift through large amounts of data in Excel. He’ll contrast the Table and Filter features, show how to filter data in pivot tables, and share several shortcuts. You’ll see how to remember filter criteria by way of the Custom Views feature and learn about the FILTER function that’s being rolled out in the Office 365 version of Excel.

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 course.

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 to have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend: Users who work with large data sets in Excel and want to learn ways to streamline their filtering tasks.

Topics covered:

  • Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar
  • Removing the Table feature from Excel spreadsheets once it's no longer needed or simply erasing the alternate row shading
  • Understanding the nuance of filtering blank rows within a spreadsheet
  • Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
  • Creating a pivot table to transform lists of data into on-screen reports
  • Using Excel's Advanced Filter feature to identify unique items within a list without discarding duplicates
  • Streamlining Custom Views by adding a drop-down list to Excel's Quick Access Toolbar
  • Utilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered list
  • Avoiding the need to retype data or cumbersome formulas by way of Excel's Text to Columns command
  • Leveraging Excel's Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions
  • Managing information overload by creating a Top 10 pivot table
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Identify how to utilize the Reapply command
  • Recognize what the FILTER function returns if no records are displayed
  • Describe Quick Access Toolbar commands which allow you to filter a list based on a cell's contents with one click
  • Recognize the benefit the Table feature offers
  • Describe which type of data the Top 10 filer appears
  • Identify what the MATCH function returns, if the lookup value is not found within the lookup array
  • Recognize which feature allows you to identify a criteria range for specifying data you want to see within a list on a worksheet
  • Describe which menu the Custom Views feature appears in Excel

 

Learning Objectives
  • Identify the types of data that actions such as row deletions or formatting affect while filtering a worksheet.
  • Recognize valid filtering options in Excel.
  • Discover and describe the keyboard shortcut that enables you to delete one or more rows or columns that you've selected.
Last updated/reviewed: March 15, 2024
3 Reviews (21 ratings)

Reviews

5
Anonymous Author
Learned a lot about filtering, and the instructor was spot on and explained in detail. I like how the instructor walks you through every example.

5
Anonymous Author
This was a very pragmatic course with many helpful tips related to filtering data in different ways objectives could be accomplished in Excel.

5
Anonymous Author
Wow, good to know about some of the features of excel I haven't been taking advantage of.

Prerequisites
Course Complexity: Intermediate

Experience working with lists of data in Microsoft Excel.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Excel Efficiency: Filtering Data3:33
  Filtering Data Function5:39
CONTRAST FUNCTIONS
  Ad hoc Totals While Filtering and Filter #N/A Errors9:45
  Filtering by Colors and Filtering Blank Rows9:07
  Reapply and Advanced Filter10:28
  FILTER Function (Office 365 Only)8:35
  Using FILTER with Multiple Conditions6:49
  Filtering Keyboard Shortcuts and Ad Clear Filter to Quick Access Toolbar8:05
  Filter and Streamlining-Custom Views 7:53
TABLE FEATURE AND ITS CONTRAST FEATURES
  Table Feature and Slicers with Tables 9:01
  Table Conflict and Initiating Pivot Table 6:43
  Filter Pivot Table Columns and Slicing Pivot 6:35
  Slicing Multiple Pivot Tables and Create and Filter Pivot Chart8:19
CONTINUOUS PLAY
  Excel Efficiency: Filtering Data1:40:34
SUPPORTING MATERIAL
  Slides: Excel Efficiency: Filtering DataPDF
  Excel Efficiency: Filtering Data Glossary/ IndexPDF
  Excel Efficiency Filtering Dataxlsx
  12 Month Income Statementxlsb
  Fruit - Filteringcsv
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam