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Excel: Filtering Data for Beginners

Excel: Filtering Data for Beginners

33mBeginner2025-01-28

Authors

Dave Ludwig

Dave Ludwig

Content Strategist for Microsoft Excel

Course details

Discover how to optimize your Excel skills and streamline your data analysis with this course on Excel filters. Content strategist Dave Ludwig shows you the basics of filtering text, dates, and numbers, as well as advanced filtering techniques and custom filters. Find out how to use slicers for a more interactive analysis experience and leverage Power Query for more sophisticated data manipulation. Explore ways to create dynamic filter formulas and unique value extraction with ease. Plus, get hands-on tips on using keyboard shortcuts to speed up your workflow. By the end of the course, you'll be able to manage large datasets efficiently and accurately and gain actionable insights efficiently.

Learning objectives
Understand the purpose and applications of filters in Excel.
Identify scenarios where custom filters and Power Query are most effective.
Create specific items for dropdown lists using data validation techniques.
Apply keyboard shortcuts and ribbon commands for efficient filtering operations.

Skills covered

SpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

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

1. Basic Excel Filter Concepts

  • 03 - What is a filter
  • 04 - Types of filters

2. Refining Filters in Excel

  • 05 - Custom filters
  • 06 - Advanced filters
  • 07 - Filter for unique values
  • 08 - Filter with a formula

3. Excel Filtering Tips

  • 09 - Use slicers to filter
  • 10 - Use Power Query to filter
  • 11 - Shortcut keys for filtering

Conclusion

  • 12 - Next steps - From filters to advanced Excel analysis

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