Excel Explained: Filtering and Formatting Data

In this helpful session, Excel expert David Ringstrom, CPA, shares various ways you can streamline filtering tasks, including little-known shortcuts, such as using Custom Views and the hidden AutoFilter command. He also discusses Conditional Formatting and explains how to resolve somewhat challenging issues, including how to remove non-breaking spaces from reports you copy from cloud-based software or from text with carriage returns.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Covered Topics:

  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Identifying duplicates in a list using Conditional Formatting.
  • Learning which features, such as Custom Views, you can’t use when one or more tables exist in a workbook.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Using the CLEAN and TRIM functions to eliminate non-printing characters, such as tabs, carriage returns, and spaces, in your data that can trigger #VALUE! and other errors.
  • Transforming dates and numbers into various formats without retyping by way of custom number formats.
  • Gaining control over long lists of data by filtering instead of sorting.
  • Learning how the Table feature allows you to transform filtering tasks.
  • Switching between Custom Views by way of a hidden drop-down list you can enable on Excel’s Quick Access Toolbar.
  • Avoiding retyping data or cumbersome formulas by way of Excel’s Text to Columns command.
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.
Learning Objectives:
  • Identify the Quick Access Toolbar command that can enable you to filter data with one click.
  • Recognize which Excel function capitalizes the first letter of each word.
  • Distinguish between worksheet functions to use when extracting characters from a cell.

Who Should Attend?

Excel users who work with large data sets and wish to learn ways to streamline their filtering and formatting tasks.