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Excel Accountant: Filtering Data

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • SHRM
  • MRTP
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: November, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Filtering Data
    3 mins
  • Filter #N/A Errors
    14 mins
  • Filtering by Color
    19 mins
  • Filtering Blank Rows
    23 mins
  • Reapply
    29 mins
  • FILTER Function (Office 365 Only)
    39 mins
  • Filter Shortcut Menu
    51 mins
  • Add Clear Filter to Quick Access Toolbar
    58 mins
  • Filter - Custom Views
    62 mins
  • Table Feature
    70 mins
  • Initiating a Pivot Table
    84 mins
  • Creating and Filtering Charts
    96 mins

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 session, 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: 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.

Topics covered:

  • 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

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?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00985-22-S)
  • 2 PDC Credit for SHRM Professionals (Approval No. 22-KFHMM)
  • 2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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

David Ringstrom, CPA (US)

President, Excel Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

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FAQs content

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Ratings and Review

4.5

25 Ratings

Excellent

15

Very Good

9

Average

0

Poor

1

Terrible

0

JO

John Ouellette, CPA (US)

Dec 22nd, 2020

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.

QC

Qi Chen, Accountant

Dec 10th, 2020

The courses are very useful.

TG

Tracy Green, CPA (US)

Dec 27th, 2020

Awesome presenter

RD

Richard Dowdy, CPA (US)

Dec 10th, 2020

very good course

GT

Greg Thornton, Accountant, CPA (US)

Dec 24th, 2020

Great course

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