Transform overwhelming lists into clear insights by mastering Excel’s static and dynamic filtering tools. Learn to isolate critical data efficiently using slicers, tables, and formulas.
Manage and analyze your spreadsheets more effectively with this comprehensive course titled Filtering and Slicing Excel Data. Led by Excel expert and CPA David Ringstrom, this presentation guides users through the essential techniques required to take massive lists of data and collapse them down to exactly what needs to be seen in a given moment. Whether you are working with unfamiliar datasets or routine reports, mastering these tools allows you to gain a bird's eye view of your information without the overwhelm of endless scrolling.
The course begins by exploring the fundamental Filter feature, a tool that has been a staple in Excel for decades. David explains how to apply criteria to individual columns, manage filter buttons, and utilize keyboard shortcuts to speed up the process. Beyond the basics, you will learn how to overcome common pitfalls, such as calculating accurate totals for filtered data using the SUBTOTAL function rather than standard SUM functions, ensuring your analysis remains accurate even when rows are hidden.
As the session progresses, the focus shifts to modernizing your workflow by converting standard lists into Excel Tables. This section highlights the power of Slicers, a visual tool described as a remote control for filters, which allows for faster and more intuitive data navigation. You will also discover advanced techniques, including the use of wildcard criteria, filtering by color, and deploying the dynamic FILTER worksheet function available in newer versions of Excel to create automated, formula-based solutions.
Key topics covered in this course include:
This course is designed for users of Microsoft 365 Excel for Windows, though many concepts apply to Excel for Mac as well. By the end of this presentation, you will have a robust set of tools to reduce manual clicking, automate data analysis, and present your findings with clarity and precision.
CPA, Author, Professional Excel Spreadsheet Trainer and Consultant
David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
