Move beyond basic sorting commands to master advanced techniques and automation strategies that streamline data organization and eliminate repetitive manual tasks.
Unlock the full potential of your data management skills with Mastering the Art of Sorting in Excel. While sorting data may seem like a straightforward task, spreadsheet consultant David Ringstrom, CPA, reveals that there are surprising nuances and powerful techniques that go far beyond the standard A-to-Z command. This course is designed to transform a historically manual process into a streamlined, automated workflow, allowing you to rearrange data with precision and efficiency.
Starting with the essentials, this training lays the groundwork for sorting on single and multiple columns before diving into advanced capabilities. You will explore how to organize data based on visual cues like cell color and conditional formatting icons, as well as how to perform horizontal sorting to rearrange columns across rows. The course also covers the creation and application of custom lists, enabling you to sort data in non-alphabetical orders, such as by month, day of the week, or specific business hierarchies. Furthermore, you will navigate the specific behaviors of sorting within Pivot Tables and learn how to enable sorting on protected worksheets.
For users of modern Excel versions, this course introduces powerful dynamic array functions and automation tools. You will learn to utilize worksheet functions like SORT, SORTBY, and UNIQUE to create self-updating lists that respond instantly to data changes. Finally, the course concludes with a deep dive into Power Query, demonstrating how to connect to data sources and automate complex row and column sorting without manual intervention.
Key topics covered in this course include:
Join this course to move beyond simple data organization and master the advanced tools that will save you time and ensure data integrity across your spreadsheets.
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.
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