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Managing Excel Data Through the Use of Sorting, Filtering, Subtotalling

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

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Webinar Details

Most office workers know Excel basics, but sorting, filtering and subtotals are where you start getting real value from your data. This 90-minute Excel training shows how to use these tools to work more efficiently and find the information you're looking for.

You'll sort data, filter with AutoFilter and custom filter techniques, and apply conditional formatting for quick analysis, then sort and filter by the colors and icons it creates.

The session also covers creating, viewing and removing subtotals, and splitting complex data into separate columns so it sorts and filters cleanly.

WHY SHOULD YOU ATTEND?

If you use Microsoft Office at work or school to build reports and presentations, these Excel tools save time and make data easier to analyze.

The session suits administrative assistants, managers, directors, sales and marketing staff, students, teachers, medical personnel, legal professionals and anyone who creates reports in Excel.

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 data in Excel
  • Filter data with AutoFilter and custom filters
  • Apply conditional formatting and sort or filter by its colors and icons
  • 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

If you use Microsoft Office at work or school to build reports and presentations, these Excel tools save time and make data easier to analyze.

The session suits administrative assistants, managers, directors, sales and marketing staff, students, teachers, medical personnel, legal professionals and anyone who creates reports in Excel.

  • 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 data in Excel
  • Filter data with AutoFilter and custom filters
  • Apply conditional formatting and sort or filter by its colors and icons
  • 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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