Excel: Demystifying the Sort and Filter Tools. How to Easily Summarize & Analyze Complex Data.
Learn to sort and filter large Excel lists, use AutoFilter and custom filters, sort by color and icons, add subtotals and split data into columns for easier analysis.
Speaker
Cathy Horwitz
Microsoft Office trainer · 30+ years in Office training
Overview
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 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.
What’s 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
Who should attend
What you get
About the speaker
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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