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

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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
Mastering the Art of Sorting in Excel (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course teaches essential and advanced techniques for sorting data in Excel, including sorting by color, case sensitivity, and within protected sheets.

  • Teaches how to sort lists by color and implement case sensitive sorting in Excel.
  • Covers arranging data in monthly order and other custom sort sequences.
  • Explains advanced sorting on protected worksheets and the nuances of sorting within PivotTables.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on Excel sorting techniques, requiring a 10 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

The Mastering the Art of Sorting in Excel course recognizes the number of levels Excel allows you to potentially sort on.

This course identifies the menu in Excel where the Table feature resides.

This course identifies the location of the PivotTable command within Excels ribbon menu interface.

This Excel sorting techniques video course is a NonTechnical, self study course in Computer Software and Applications worth 2.0 CPE credits, and requires a 10 question final exam preceded by 6 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

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.

Usage Rank:

10000

Release:

2026

Version:

1.0

Prerequisites:

Prior experience with Microsoft Excel is recommended.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

10-Feb-2026

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:

Mastering the Art of Sorting 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:
  • 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.

Course Contents:

Chapter 1 - Mastering the Art of Sorting in Excel

Chapter 1 Review Questions

Key Terms

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