CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Excel Accountant: Filtering Data

4.5 (11)

David Ringstrom

Excel Accountant

Friday, May 21, 2021 | 11:30 AM EDT

  • CPA (Canada)
  • CFEs
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 PDC credit for SHRM Certified Professionals (Approval No. 21-3RED6)

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

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Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

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Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

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Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

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Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

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Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

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Aug 02, 2021 | 10:00 AM EDT View Details

fraud update - latest

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Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

cash and kids: momentum on child tax credit

Aug 02, 2021 | 11:00 AM EDT View Details

s corps: crucial insights: why you should pick s over c, traps in s corp qualification, and more

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Aug 02, 2021 | 11:30 AM EDT View Details

merchant account nightmares: the shady world of credit card processing fees

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Aug 02, 2021 | 12:00 PM EDT View Details

fraud/anti-corruption awareness, prevention and detection

(102)

Aug 02, 2021 | 12:00 PM EDT View Details

Additional Dates

Aug 20, 2021 | 10:00 AM EDT Register

Course Description

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 continuing education online course, 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 in this online CPE course: 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 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.

This online CPE webinar covers the following key topics:

  • 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

Click Here for More Webinars on Accounting | Automation | QuickBooks etc 

Learning Objectives

  • To identify the types of data that actions such as row deletions or formatting affect while filtering a worksheet
  • To recognize valid filtering options in Excel
  • To describe the keyboard shortcut that enables you to delete one or more rows or columns that you've selected

Who Should Attend?

  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Maryland Tax Preparers
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

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(
    [no_of_record] => 11
    [average] => 4.4545
)
 

4.5

(11)
64%
27%
0%
9%
0%

TG

Awesome presenter

GT

Great course

JO

I love these Excel courses because they show a step by step direction guide, and then actually show it in use. Helps me try along with the instructor.

RD

very good course

QC

The courses are very useful.

SG

went a little too fast for me...