Microsoft® Excel Data Lists and Tables

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Microsoft® Excel Data Lists and Tables will expose the user to the use of data lists and tables where both simple and complex sorting is involved. They will also work with a variety of filters and learn how to create subtotals on their data. In addition, the user will create table field formulas and use spreadsheet formulas that feature table fields. There will also be an exploration of the Database Function category where criteria can be used to create aggregate functions on list and table data.

Objective: Upon completion of this course the Excel user will be able to effectively sort and filter list and table data, use DFunctions, and create subtotals on data lists.

  • Observing a Data List
    1. Sorting data
      1. Simple sorting
      2. Complex sorting
        • Specified custom sorting
      3. Filtering data
        1. Using AutoFilter
        2. Multi-field filters
          • The Advanced Filter
  • Creating Subtotals
    1. Grouping data by sorting
    2. Single and multi-level subtotals
  • Using Tables
    1. Table options
    2. Formula Fields
    3. Using Table Fields in formulas
  • Using Database Functions
    1. DSUM
    3. DMAX
    4. DMIN
    5. DCOUNT

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Course Information
  • Course Level:Intermediate
  • Prerequisite:Basic knowledge of Excel
  • Credit:2 CPE Hours
  • Fee:$99
  • Delivery:Group Internet Based
  • Recommend Field of StudyComputer Software and Applications
  • Program Knowledge LevelIntermediate
  • Advanced PreparationDownload and install class files a minimum of 3 working days prior to class.
  • Refund PolicyRequests for cancellations must be submitted in writing and received by Knowledge Source Inc. five (5) days prior to the date of the event to receive a full refund (less a 10% processing fee). Refunds are not given for no-shows. Special circumstances and cancellation requests may be emailed to or by calling 919-878-7100. Refunds will be issued within 30 days after the course.

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