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Excel: Demystifying the Sort and Filter Tools. How to Easily Summarize & Analyze Complex Data.

instructor
By: Cathy Horwitz
Recorded Session
Duration
60 Minutes
Training Level
Intermediate to Advanced

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Recorded Session

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Webinar Details

Excel is a strong tool for managing and analyzing long lists of data, as long as you know how to find what you need. This 60-minute Excel sort and filter training covers the tips and shortcuts for working with large worksheets.

You'll sort data, filter it with AutoFilter and custom filter techniques, and apply conditional formatting for quick analysis. You'll then sort and filter by the colors and icons conditional formatting creates, add, view and remove subtotals, and split complex data into separate columns so it sorts and filters cleanly.

Many people know the Excel basics; these tools help you get more from your data and work more efficiently.

WHY SHOULD YOU ATTEND?

Being efficient in Excel matters in many office jobs, and sorting, filtering and subtotals are some of the fastest ways to find the information you need in a large data set.

The session suits administrative assistants, managers, directors, sales, marketing, medical and legal professionals, teachers, students and anyone using Microsoft Office at work or school to create reports and presentations.

AREA COVERED

  • Sorting data in Excel
  • Filtering data with AutoFilter
  • Custom filter techniques
  • Conditional formatting for quick analysis
  • Sorting and filtering by conditional formatting colors and icons
  • Creating, viewing and removing subtotals
  • Splitting complex data into separate columns for better sorting and filtering

LEARNING OBJECTIVES

  • Sort a range or table of data in Excel
  • Filter data with AutoFilter and custom filters
  • Apply conditional formatting for quick analysis
  • Sort and filter by color and icon
  • Create, view and remove subtotals
  • Split complex data into separate columns

WHO WILL BENEFIT?

  • Administrative assistants
  • Managers
  • Directors
  • Sales associates
  • Students
  • Teachers
  • Marketing personnel
  • Medical personnel
  • Legal professionals
  • Anyone using MS Office in a business or educational setting to create reports and presentations

Being efficient in Excel matters in many office jobs, and sorting, filtering and subtotals are some of the fastest ways to find the information you need in a large data set.

The session suits administrative assistants, managers, directors, sales, marketing, medical and legal professionals, teachers, students and anyone using Microsoft Office at work or school to create reports and presentations.

  • Sorting data in Excel
  • Filtering data with AutoFilter
  • Custom filter techniques
  • Conditional formatting for quick analysis
  • Sorting and filtering by conditional formatting colors and icons
  • Creating, viewing and removing subtotals
  • Splitting complex data into separate columns for better sorting and filtering
  • Sort a range or table of data in Excel
  • Filter data with AutoFilter and custom filters
  • Apply conditional formatting for quick analysis
  • Sort and filter by color and icon
  • Create, view and remove subtotals
  • Split complex data into separate columns
  • Administrative assistants
  • Managers
  • Directors
  • Sales associates
  • Students
  • Teachers
  • Marketing personnel
  • Medical personnel
  • Legal professionals
  • Anyone using MS Office in a business or educational setting to create reports and presentations

SPEAKER PROFILE

instructor

Cathy Horwitz is a highly experienced Microsoft Office instructor, specializing in Excel, Word, PowerPoint, Outlook, and Access. With over 30 years of expertise in both in-person and online training, she has helped thousands of professionals boost productivity, streamline workflows, and master essential Microsoft Office skills.

Cathy has been teaching Microsoft Office since its inception, offering tailored training programs that meet the unique needs of individuals and businesses. Her courses cover everything from Excel formulas, PivotTables, and automation with macros to Word document formatting, PowerPoint presentation design, and Outlook email management. Workshops from beginning level through advanced are available.

Known for her engaging, hands-on teaching style, Cathy incorporates real-world business scenarios to ensure students gain practical skills they can immediately apply. Whether you're looking for corporate training, individual coaching, or advanced Microsoft Office workshops, Cathy delivers results-driven instruction that enhances efficiency, problem-solving, and software proficiency.

When not teaching, Cathy enjoys gardening, shopping estate sales and refinishing mid-century furniture.

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