Taming Unwieldy Lists of Data in Excel

Duration: 90 Minutes
Many users are unaware of the many data visualization and manipulation tools available in Microsoft Excel. In this informative session, Excel expert David Ringstrom, CPA, demonstrates various ways you can streamline your filtering tasks. Little-known filtering shortcuts, such Custom Views and the hidden AutoFilter command, are covered. David also discusses the Conditional Formatting feature and reveals new features in Excel 2013 that enable you to manage cumbersome lists of data quickly and easily.
Instructor: David H. Ringstrom
Product ID: 501131
Objectives of the Presentation
  • Wrangle long lists of data by filtering instead of sorting
  • Avoid retyping data or cumbersome formulas by way of Excel's Text to Columns feature
  • Simplify repetitive tasks by creating keyboard shortcuts
  • Use Custom Views to quickly apply different filter settings with a couple of mouse clicks
  • Understand how the Table feature allows you to transform filtering tasks
  • Learn which features, such as Custom Views, that can't be used when one or more tables exist in a workbook
  • Transform text by way of Excel's UPPER, LOWER, PROPER, and TRIM formulas
  • Use the CLEAN and TRIM formulas or the CODE function to eliminate non-printing characters, such as tabs, carriage returns, and extra spaces, from your data
  • Identify duplicates in a list, color-code data, and apply icons using the conditional formatting feature
Why Should you Attend
Learn powerful Excel techniques to quickly tame large sets of data.

Areas Covered
  • Filtering versus sorting
  • Formatting required for Pivot Table analysis
  • Text to Columns, Custom Views, Table, and Conditional Formatting features
  • Keyboard shortcuts
  • Features that can't be used when one or more tables exist in a workbook
  • Excel's UPPER, LOWER, PROPER, and TRIM formulas
Who can Benefit
  • Accountants and CPAs
  • CFOs
  • Financial consultants
$300
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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