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Author: |
David Ringstrom, CPA |
Course Length: |
Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10 |
CPE Credits: |
2.0 |
IRS Credits: |
0 |
Price: |
$29.95 |
Passing Score: |
70% |
Course Type: |
Video |
Technical Designation: |
NonTechnical |
Field Of Study: |
Computer Software & Applications |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course takes a deep dive into filtering and slicing data in Excel, covering keyboard shortcuts, ad hoc totals, and the Table feature.
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Frequently Asked Questions: |
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Description: |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will take you on a deep dive into the art of data management and analysis in Excel. You'll discover indispensable techniques for filtering Data efficiently and learn time-saving filtering keyboard shortcuts, including how to add Clear Filter to the Quick Access Toolbar for seamless data refinement. David will unveil the power of ad hoc totals while filtering and demonstrate the versatility of the Table feature. You'll also gain insights into optimizing your workflow by mastering Slicers with Tables and harnessing the Custom Filter option for precise data extraction. Learn how to streamline your analysis by Filtering by Color and easily Reapply filters when needed. Dive into Advanced Filter functionalities and explore the FILTER function in Excel 2021 and Excel for Microsoft 365 for enhanced data manipulation. David will also show you how to use FILTER with multiple conditions and show how to filter charts. Join us for this enlightening webinar to transform your data filtering and analysis skills in Excel. David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations. Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates. |
Usage Rank: |
22500 |
Release: |
2025 |
Version: |
1.0 |
Prerequisites: |
None. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: Manipulating Text with Excel Functions - Course Id 1618
Internal: Top 5 Excel Skills: From Excel Rookie to Excel Guru (Video)
External: Use slicers to filter data
External: Microsoft Excel
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
16-Aug-2025 |
NASBA Course Declaration: |
Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Keywords: |
Filtering and Slicing Data in Excel (Video) - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives Upon completion of this course, participants will be able to do the following:
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Course Contents: |
Chapter 1 - Filtering and Slicing Data in Excel Chapter 1 Review Questions Key Terms |
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