Mastering the Art of Sorting in Excel (Video) (Course Id 2773)

• Who is this course for?
  This course is designed for CPAs, accountants, and other professionals who need Continuing Professional Education (CPE) and have prior experience with Microsoft Excel.

• What is this course about or what problem does this course solve?
  The course teaches essential and advanced techniques for sorting data in Excel, solving the problem of inefficient or inaccurate data organization.

• How can the knowledge from this course be used?
  Participants can apply the techniques to efficiently sort and manage data in Excel, including using features like sorting by color, case sensitivity, and sorting within protected sheets or PivotTables.

• Why is this course important to a CPA or Accountant?
  This course helps CPAs and accountants enhance their Excel skills, enabling more accurate and streamlined data management for financial analysis and reporting.

• When is this course relevant or timely?
  This course is especially relevant now, with its February 2026 release, offering current guidance on Excel for Microsoft 365 as well as Excel 2021, 2019, and 2016.

• How is a course like this consumed or used?
  The course is delivered as a QAS self-study video, where learners watch demonstrations and complete a final exam to earn CPE credit.

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the essential techniques for sorting data effectively in Excel. Discover how to sort lists by color, implement case-sensitive sorting, and arrange data in monthly order. David will also cover advanced topics such as sorting data on protected worksheets and the nuances of sorting within PivotTables, ensuring you can manage your data with precision. Additionally, learn how to allow users to sort and filter only specific data, empowering them to interact with your spreadsheets seamlessly. Join us to enhance your Excel skills and streamline your data management practices!

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 - 2773

Course Learning Objectives

• Recognize the number of levels that Microsoft Excel allows you to potentially sort on.
• Recall the menu in Excel where the Table feature resides.
• Identify the location of the PivotTable command within Excel's ribbon menu interface.

Chapter 1 - Mastering the Art of Sorting in Excel

Chapter 1 Review Questions

Key Terms