Instructor for this course

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. 

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 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.


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.
  • Learning how the Table feature allows you to transform filtering tasks.
  • 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.
  • Explore two techniques that allow you to determine if Conditional Formatting has been applied to a worksheet. 
  • Recognize how the Table feature can transform filtering tasks. 
Last updated/reviewed: June 16, 2021

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesCertified Excel Modeler

  1. Excel Efficiency: VLOOKUP
  2. Excel Efficiency: Logic Functions
  3. Excel Efficiency: Filtering and Formatting Data
  4. Excel Efficiency: Intermediate Pivot Tables
  5. Excel Efficiency: Auditing Spreadsheets
  6. Excel Efficiency: Minimizing Worksheet Errors
  7. Excel Efficiency: Workbook Links
  8. Excel Efficiency: What-If Analysis
  9. Excel Efficiency: Quick and Easy Financial Statements in Excel
  10. Excel Efficiency: Budget Spreadsheets
  11. Hands-On Excel: Waterfall Calculations
  12. Excel Efficiency: Table Feature
  13. Excel Efficiency: Intro to Macros Part 1
  14. Excel Efficiency: Intro to Macros Part 2
  15. Excel Efficiency: Excel Chart Speed Tips
  16. Excel Efficiency: Taming Large Spreadsheets
  17. Excel Efficiency: Internal Controls

5 Reviews (30 ratings)Reviews

Member's Profile
Another grate course. Thank you instructor David Ringstrom for the amazing information and ppt presentation that explain easy and clear as well with real examples.
Anonymous Author
Learned some filtering options and visual data presentation "graphics" that I didn't know existed. Instructor's teaching style and course materials are very thorough.
Member's Profile
Excellent pace. Some of it did appear in another course. Some of the screen was locked by the illumeo logo
Anonymous Author
I thought I knew all about filters and formatting. The advance filter and shortcuts were really helpful.
Anonymous Author
Enjoyable course - learn new tricks and rehashed familiar ones.


Course Complexity: Advanced

Program Prerequisites: Experience Working with Lists of Data in Microsoft Excel   

Advance Preparation: None

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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 .
Course Syllabus
  7:57Introduction to Excel Efficiency: Filtering and Formatting Data
  7:15Managing Filter Arrows and Filtering Blank Rows
  10:46Add hoc Totals While Filtering and Filter Shortcut Menu
  8:24Filtering Keyboard Shortcut and Reapply
  7:41Custom Filter, Filtering by Color and Filter #N/A Errors
  7:19Advanced Filter
  9:50FILTER Function (Office 365 Only) and Using FILTER with Multiple Conditions
  7:51Office Insider Program, Filter-Custom Views and Streamlining Custom Views
  9:56Table Feature, Slicers with Tables (Excel 2013+), Tables Conflict with Custom Views and Remove Table Feature ...
  10:09Text to Columns Feature - Addresses & Dates, UPPER/LOWER/PROPER/TRIM
  9:38Combine Text (Concatenating), Data Bars and Color Scales
  1:46:57Excel Efficiency: Filtering and Formatting Data Full Video
  PDFSlides: Excel Efficiency: Filtering and Formatting Data
  PDFExcel Efficiency: Filtering and Formatting Data Glossary/Index
  XLSB12 Month Income Statement
  XLSXWorkbook: Excel Efficiency: Filtering and Formatting Data