Tuesday, February 28, 2017

Tomorrow: Filtering and Formatting Excel Data with Ease

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Filtering and Formatting Excel Data with Ease
March
 
1
1 pm - 2:40 pm ET
Presenter: David Ringstrom, CPA, Owner and Founder of Accounting Advisors, Inc.
Credits: CPE (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
Course Reviews: View Testimonials
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Course Description
 
In this webinar, you'll learn how to analyze data in Excel more effectively and simplify filtering and formatting. You'll learn about new features in Excel 2013 and 2016 as well as features and functions in Excel 2007 and later. Upon completion of this course, you'll be able to:
  • Create your own keyboard shortcuts to simplify repetitive tasks
  • Filter based on cell contents with just one keystroke or mouse click
  • Avoid retyping data or cumbersome formulas
  • Identify powerful techniques to quickly tame large sets of data in Excel
  • Use a variety of Excel functions and features to filter and format your data
  • Apply different filter settings using the Custom Views feature
  • Identify duplicates in a list using the Conditional Formatting feature
  • Compile unwieldy data into the format required for pivot table analysis quickly and easily
  • Describe how the Table feature allows you to transform filtering tasks
  • Recognize which features you can't use when one or more tables exist in a workbook
  • Transform dates and numbers into various formats without retyping by way of custom number formats
  • Transform text by way of Excel's UPPER, LOWER, PROPER, and TRIM functions
  • Color-code your data, identify duplicates, and apply icons
  • Switch between Custom Views by way of a hidden drop-down list you can enable on Excel's Quick Access Toolbar
  • Use Excel's CODE function to identify pesky non-printing characters in your data
  • Use 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
  • Replace unwanted characters within your data using the SUBSTITUTE function
  • Manage long lists of data by filtering instead of sorting
David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Course Reviews from Past Attendees

100% of attendees said they would recommend this course to others.
"I learned shortcuts within the 1st 10 minutes."
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
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Excel: Advanced Reporting with PowerPivot and Power Query
March 7 at 3 pm ET
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March 8 at 1 pm ET
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Fraud in Accounts Payable: How to Prevent and Detect It
March 9 at 1 pm ET
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