Excel – Tables, Pivot Tables, Filters and Queries
Registration Fee – $49
June 10, 2021 – 2:00 pm – 4:00 pm PST (2.0 CPE)
Level: Basic – Basic/Intermediate
Prerequisites: A good understanding of Excel basics
Advance Preparation: None
Field of Study: Technical
Presented by: Jim Colville, CPA Retired, CFE
Handout Materials: All files and notes available for download. See below
We have been working with the Excel ranges and tables since our early days in learning and working with Excel and we have a various degrees of proficiency. Fast forward to today, Excel tables are a formal technical feature that adds tremendous power to our work. However, there’s a tendency to stick with what we know and shy away from the new feature or step into it in the wrong direction. This session covers all the basics of ranges and tables and then moves quickly into the good stuff, the full power of tables.
Most of us have a basic understanding of filters and queries and have found interesting ways to get in trouble with them. Again, we’ll lay down the foundation and move into the full power of these features.
- The basics-ranges and tables then moving to the full power of tables
- Navigating and selecting with just one or two keystroke or mouse clicks
- Filter and query basics, then moving to advanced techniques
- Introduction to pivot tables
- Proper use of the sort feature. When to query and when to sort
- Sorting using the full power of Excel
- The effect of blanks, text looking like numbers and duplicates
- Working with ether internally created tables or imported data
- Working with large spreadsheets
Pivot Tables-today’s session is an introduction. A separate topic covers pivot tables in more depth.
All the files used in presenting these topics will be available for download. The files will contain instructions on how to use the concept which includes the presenter’s notes. The files will remain available online for about two weeks after the webinar.
Jim Colville, Bio
Jim began working with spreadsheets with Lotus 1-2-3, v1a and then with Excel v3, and soon thereafter v4. He learned very early the power of Excel and how to be super productive in solving problems, creating business solutions and enhancing reporting in his CPA practice.
Seeing the business opportunity in educating others in using Excel he began his own PC training company teaching over 20,000 users over a period about four years. The training evolved into a consulting company offering specific solutions to companies and corporations by combining training combined with project challenges which resulted in powerful solutions. A by-product of this is Jim’s Zero Time Reporting, once the data is entered (or imported) the report is done.
Jim has authored well over Excel 500 courses, both as training materials and solution based Excel products for companies, corporations and nonprofit organizations. Many of these later became the foundation of web based articles and solutions under the the name of Info-Stat.com . With the saturation of Internet based Excel websites and Jim’s commitment to his CPA business the Info-Stat website was allowed to sunset. With his retirement from his CPA practice in 2019, Jim has revitalized his web-based activities in by writing articles, creating Excel files that offer solutions, revitalizing Info-Stat.com and more importantly, educational webinars through AEI. Excel has changed dramatically over the years and the new course and webinar offerings significantly modernize the Excel materials including, but not limited to, business and artificial intelligence.
Of major significance is the evolution of Jim’s education activities from a local San Diego PC training company to a national and world wide based company with Internet based products, both website and webinar offerings.