Step-By-Step Excel Tables - Part 2


Instructor: Joe Weil
Product ID: 704622

  • Duration: 90 Min
In this training program, attendees will learn how to download, set up and then use Excel Tables to rapidly sort, filter and analyze large amounts of information. This webinar will take attendees from being an inexperienced Excel Tables user to an advanced Excel Table user, mastering advanced Excel Table features, functions and much more. In addition to the basics, attendees will learn how to format beautiful, unique tables and use advanced, custom filtering with a Criteria Range to automatically and rapidly manipulate and analyze your data.
Last Recorded Date: Jul-2016


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Downloadable file is for usage in one location only. info Downloadable link along with the materials will be emailed within 2 business days
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Why Should You Attend:

This webinar will benefit administrators, CPAs, managers, directors, CEOs, administrative assistants, or any professional who would like to sharpen his/her audit or financial reporting abilities. The webinar instructor will use practical examples that can be easily translated to a variety of work situations using the same methodology to accomplish a variety of professional Excel Table jobs.

Attendees will learn to use a Criteria Range with the advanced filter to evaluate different scenarios, and analyze account receivables, inventory, a payroll register or other items using the exact same methodology (receivables more than 60 days outstanding, greater than $10,000, etc.). This practical, on-the-job, 90-minute webinar training will provide you with the critical technical skills you need for success in today's competitive business world.

Other training programs in this Excel series:

Areas Covered in the Webinar:

  1. Rapidly Sorting a Data Range (Not an Excel Table) with the Data Tab or Home Tab
    • Identifying cell in column to be sorted
    • Right clicking for rapid sorting
    • Custom sort up to 32 fields of data
  2. Using the Auto Filter Button for a Data Range
    • Selecting items to filter
    • Sorting after selecting items to filter
  3. Cleaning Up and Enhancing Your Downloaded Data – Correcting Problems
    • Separating first and last names with Flash Fill
    • Undoing downloaded hyperlinks for a normal range or Excel table
    • Formatting and more for stunningly beautiful displays
      • Reverses, type fonts, font color, background color
      • Inserting pictures and logos for dynamic presentations
  4. Excel Table Basics
  5. Rapidly Converting a Data Range to an Excel Table

    • Using the More key to select your table design
    • Activating the Excel Table and using the Special Table Toolbar
    • Easily adding more rows of data to your table as necessary

    Sorting and Filtering Your Excel Table

    • Sort commands with the ribbon and/or the right mouse key
    • Using the filter commands, sorting filtered information and undoing the filter commands
  6. Excel Table Professional-Level Features
  7. Using the Subtotal Feature for a Data Base (automatically computes totals, averages, counts, etc. in an Excel data base)

    • Selecting the key column
    • Using the data tab, outline group and dropdown features

    Establishing and Using a Criteria Range

    • Filtering for logical and mathematical operands - if, then, greater than, less than, etc.
    • Condensing or expanding the criteria range as necessary for appropriate results
    • Using the advanced filter button for easy, rapid results

    Using Excel Data Table Formulas

    • DSums, DAverages, DMin and DMax
    • Comparisons/Advantages to Sub Totals - Sums, Averages, Counts, Min and Max
  8. Rapidly Converting Your Table to a Pivot Table - Quick Examples
  9. Introduction to Pivot Tables - How to Instantly Change Rows and Columns for Effective Analysis

Who Will Benefit:

Managers, supervisors, financial professionals, administrative assistants, sales professionals, marketers — anyone who uses Microsoft Excel and wants to save hours, avoid using cumbersome tables and analyze data in the most proficient manner possible.

  • Banking
  • Finance
  • Marketing
  • Sales
  • Investments
  • Pharmacy
  • Accounts
  • Credit Unions
  • Audit

Instructor Profile:

A former corporate controller and director of auditing, Joe Weil, CPA, has 25+ years of Excel instruction/presentation experience. He holds a Master of Accounting degree and is a college Excel and auditing professor. Mr. Weil has led over 400 Excel presentations.

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Refund Policy

Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).




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