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: August 14, 2023
Course Search

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesExcel Modeler Certification

  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 in Microsoft Excel
  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
11 Reviews (55 ratings)


Anonymous Author
Th course was very informative and was explained and presented very clearly. The instructor gave great insights and tips that will be useful in the professional world. I would recommend this course to others.

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.

Anonymous Author
This is a good refresher course since I filter and format files almost daily. I also appreciate having the slides as a reference point as well.

Member's Profile
well done course that covers a broad range of excel features. Slides and files also provided for future reference.

Member's Profile
Excellent pace. Some of it did appear in another course. Some of the screen was locked by the illumeo logo

Member's Profile
Excellent , straight forward presentation of several short cuts available for parsing and analyzing data.

Anonymous Author
This is a very helpful course since I use filtering almost everyday. One of the most useful commands.

Anonymous Author
I thought I knew all about filters and formatting. The advance filter and shortcuts were really helpful.

Member's Profile
Some really cool tips shown by instructor including new Filter function.

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
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 to Excel Efficiency: Filtering and Formatting Data 7:57
  Managing Filter Arrows and Filtering Blank Rows7:15
  Add hoc Totals While Filtering and Filter Shortcut Menu10:46
  Filtering Keyboard Shortcut and Reapply8:24
  Custom Filter, Filtering by Color and Filter #N/A Errors7:41
  Advanced Filter7:19
  FILTER Function (Office 365 Only) and Using FILTER with Multiple Conditions9:50
  Office Insider Program, Filter-Custom Views and Streamlining Custom Views7:51
  Table Feature, Slicers with Tables (Excel 2013+), Tables Conflict with Custom Views and Remove Table Feature ...9:56
  Text to Columns Feature - Addresses & Dates, UPPER/LOWER/PROPER/TRIM10:09
  Combine Text (Concatenating), Data Bars and Color Scales9:38
  Excel Efficiency: Filtering and Formatting Data Full Video1:46:57
  Slides: Excel Efficiency: Filtering and Formatting DataPDF
  Excel Efficiency: Filtering and Formatting Data Glossary/IndexPDF
  12 Month Income StatementXLSB
  Workbook: Excel Efficiency: Filtering and Formatting DataXLSX