Excel: Filtering Data for Beginners (2019)

Excel: Filtering Data for Beginners (2019)

30mBeginner2019-01-18

Authors

Dave Ludwig

Dave Ludwig

Content Strategist for Microsoft Excel

Course details

Did you know Excel enables you to zero in on exactly the data you need with the click of a mouse? In this short course, Microsoft Excel content publisher Dave Ludwig shows the ins and outs of filtering in Excel. He shows how to filter for text, numeric values, and ranges of data. Dave also shows how to filter with color coding, and how to use advanced filtering options such as slicers and shortcuts. Advance your Excel skills in minutes with this mini course.

Learning objectives
Identify the purpose of a filter.
Recognize situations in which a custom filter would be most effectively utilized.
Summarize the method Excel uses to read data when an Advanced Filter is applied.
Recall the approach to take when creating a specific item for a picklist.
Explain the function of a dynamic array formula.
Name the keyboard shortcut used to make the filter menus appear in Excel.

Skills covered

SpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

Introduction

  • Zero in on the right data with filters in Excel
  • What you should know

Basic Filter Concepts

  • What is a filter
  • Types of filters

Refining Filters

  • Custom filters
  • Advanced filters
  • Filter for unique values
  • Filter with a formula

Filtering Tips

  • Use slicers to filter
  • Use Power Query to filter
  • Shortcut keys for filtering

Conclusion

  • Next steps