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Excel’s Data Management Tools - Sorting, Filtering – And A Lot More

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Before starting this self study program, please go through the instructional document.


  • First we learn about data Validation
    4 mins
  • Using Sort button
    20 mins
  • Knowing about Ascending sort and descending sort on the table
    32 mins
  • Applying Table design on the table
    43 mins
  • Learn about visible cells only and use this on the table
    60 mins

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.

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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
  • Entrepreneurial CPA
  • Finance Director
  • Maryland Tax Preparers
  • Others
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA