Filtering and Slicing Data in Excel (Video) (Course Id 2629)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), particularly CPAs and accounting professionals who use Excel for data analysis.

• What is this course about or what problem does this course solve?
  This course teaches effective data management and analysis techniques in Excel, focusing on filtering, slicing, and advanced data extraction methods.

• How can the knowledge from this course be used?
  Participants can use the skills gained to streamline their Excel workflows, perform precise data filtering, utilize slicers, and enhance chart filtering, boosting productivity and data accuracy.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Mastering Excel’s data manipulation tools is critical for accountants to efficiently manage, analyze, and report financial data, making this course highly relevant to their daily tasks.

• When is this course relevant or timely?
  This course is especially timely for professionals using Excel 2021 or Excel for Microsoft 365, as it includes updated techniques for these versions released in 2025.

• How is a course like this consumed or used?
  This self-study video course is consumed online, includes demonstrations with handouts, review questions, and a final exam to earn CPE credits.

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.

Video - NASBA QAS - NASBA Registry - 2629

Course Learning Objectives

• State which argument number informs the SUBTOTAL function that you wish to calculate the average for a range of cells.
• Recall the keystroke that enables you to select two or more non-adjacent items from a Slicer.
• State which feature in Excel allows you to identify a criteria range for specifying data you wish to see within a list on a worksheet.

Chapter 1 - Filtering and Slicing Data in Excel

Chapter 1 Review Questions

Key Terms