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Excel’s Data Management Tools - Sorting, Filtering – and a lot more

  • CPA (CA)
  • CMA
  • CPA (US)
  • Tax Preparer
Excel’s Data Management Tools - Sorting, Filtering – and a lot more

1.5 Credits


Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Microsoft surveys show that up to 70% of users surveyed use Excel to maintain a database or large lists. To be truly proficient in Excel, you must be familiar with various data-handling tools to manage data efficiently. It’s all the more important these days as data collection has become more automated and you’re getting swamped with tons of data. But what can you do with all that data?


You need to know how to re-arrange the data (Sort), see just what you want to see (Filter, Slicer), create quick summaries (subtotal), restructure fields containing too much data (the exciting Flash Fill tool and the Text to Columns feature), and eliminate redundant records.


Converting your data into tables offers additional ease-of-use features (with a couple of downsides). If you are setting up new lists, you need to know the powerful validation tools that keep out bad data from the start and how to drastically reduce data entry with drop-down clickable lists.

New dynamic array functions, like FILTER, SORT, SOR TBY, and UNIQUE provide additional power as you work with lists.

Learning Objectives

  • Learn the fastest, most efficient ways to sort data; sort by content, by color, or based on the order of data in a custom list; sort in random order or by re-arranging columns left-to-right
  • Re-structure improperly grouped columnar data with Flash Fill or the Text to Columns feature
  • Master the myriad ways of filtering data, using Filter and Slicer, to display just the data you need
  • Eliminate duplicate records from a large database
  • Insert a row of subtotals in a sorted list without tediously creating new rows and formulas
  • Create drop-down lists to accelerate data entry, with improved accuracy and consistency
  • Convert lists into tables – gain easier data-handling and enhanced visual features
  • Learn valuable functions that help you understand your data – COUNTIF, SUMIF, and more…
  • Learn to use the new dynamic array functions - FILTER, SORT, SORTBY, and UNIQUE – to create new, complementary lists to co-exist with your data.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Director of Accounting
  • Finance Director
  • Maryland Tax Preparers
  • Others
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA


    [average] => 4.5000
    [no_of_record] => 6




I got lost a couple of times and had trouble understanding the next step as the features in Excel often build on one another.