Excel Explained: Filtering and Formatting Data Webinar

CFT Credits: 0.25

In this helpful session, Excel expert David Ringstrom, CPA, shares various ways you can streamline filtering tasks, including little-known shortcuts, such as Custom Views and the hidden AutoFilter command.

Webinar Description and Intended Audience

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.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF ONDEMAND PLAYBACK!  With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!


With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.


If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.


Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

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Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
10/13/17Archived Six Month On-Demand Recording$295.00Order
10/13/17Archived CD-ROM Video Recording$345.00Order