Limited Period Access to myCPE Prime Unlimited CPE Access starting at $199. Subscribe Now

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

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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.

Recommended For

This excel CPE course is recommended for CPAs, CMAs, Accounting Professionals, Tax Professionals, Business Owners, and Other Professionals using excel for ease in their tasks.

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

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1.5 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1.5 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Dennis Taylor

Principal, Taylor Associates

Dennis Taylor has taught thousands of Excel seminars and classes over the past 25 years, has presented over 750 Excel webinars, and has been the author/co-author of six books on spreadsheet software. He has taught hundreds of public Excel seminars throughout the US and Canada since 2006 and has recorded numerous Excel courses 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

6 Ratings

Excellent

3

Very Good

3

Average

0

Poor

0

Terrible

0

GW

Geraldine White

Aug 13th, 2021

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

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

PREMIUM

1.5 Credits

Subject Area

Computer Software and Applications

Upcoming Webinars

Investigations – A Former FBI Agent Tells All
  • 4.5
  • (72)

Sep 30, 2022 | 12:30 PM EDT

SOX Identifying and Documenting Controls
  • 4.3
  • (9)

Sep 30, 2022 | 12:30 PM EDT

Estate Planning and FERS
  • 4.7
  • (6)

Sep 30, 2022 | 02:30 PM EDT

Impactful Audit Reports
  • 4.3
  • (34)

Sep 30, 2022 | 03:00 PM EDT

We use cookies to make your experience on this website better