Posts Tagged ‘excel filters’

MS Excel – Data Filters and Table Formatting

September 10, 2009 Leave a comment

MS excel is great for tracking and analyzing information such that you can quickly sort and filter your information to get at what you want and get it quickly. There are some really easy to use tools that excel offers in terms of sorting, filtering and formatting that make this all much easier and you don’t need to be an excel wiz to learn this stuff.

When you filter data in excel you take the information in a list in a given column and tell excel that you only want to see the rows containing what you select. You can do this over multiple columns in order to filter the data down based on very specific criteria. In the example you’ll see here we show you a list that we are building of all of the tutorials we’ve recorded. You’ll see how you can filter a list like this down to all QuickBooks classes recorded in a specific year and you could even take it further to get it down to a specific month. When you understand the concept, then you can apply the mechanics to any list you might have in ms excel.

Also we demonstrate how you can format your data as a Table which is a specific designation in excel and once you do this you have formatting options that can be accomplished manually but you will hear why this is much better in the web cast.

Please enjoy the web cast!