Excel Intermediate 2: Manage Data in Lists and Tables

Upcoming Dates

Tuesday, May 6, 2025

12:00 PM - 3:00 PM Pacific Time
Trainer: Tim

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Wednesday, May 28, 2025

12:00 PM - 3:00 PM Pacific Time
Trainer: Tim

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Wednesday, June 18, 2025

8:00 AM - 11:00 AM Pacific Time
Trainer: Tim

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Friday, July 11, 2025

8:00 AM - 11:00 AM Pacific Time
Trainer: Tim

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Wednesday, July 30, 2025

12:00 PM - 3:00 PM Pacific Time
Trainer: Tim

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Friday, August 22, 2025

8:00 AM - 11:00 AM Pacific Time
Trainer: Tim

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Thursday, September 11, 2025

12:00 PM - 3:00 PM Pacific Time
Trainer: Tim

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Wednesday, October 1, 2025

12:00 PM - 3:00 PM Pacific Time
Trainer: Tim

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Cost

Price per person: $129
Length of class:three hours
Version covered:for Office 365
Delivery format:live over Zoom


Description

In this three-hour session for Mac and Windows users, you will import external data and create queries using Power Query to bring in data from external sources. You will sort lists by multiple columns, generate automatic subtotals on sorted data, including multi-level subtotals. Finally, you will convert data into a table, apply automatic formatting and totals and use AutoFilter to show only rows that meet your criteria.


Prerequisites

This class is suited for people who have taken Excel Intermediate 1 or been using Excel (any version) for a year or more and want to learn Excel’s powerful tools for managing and summarizing long lists of data.


Outline

Importing Data
- import data from text files
- modify queries using Power Query Editor
- refresh the results of a query

Summarizing Data Using Subtotals
- sorting tables by one or many fields
- generating sub- and grand totals automatically
- use outlining to show only sub- and grand totals
- creating multi-level subtotals

Using Data in Tables
- convert a normal list into an Excel table
- name and design a table
- write formulas that use table structured references
- use Filter to find records
- create custom Filter criteria
Advanced Filtering
- creating the three needed ranges
- entering simple filter criteria
- filtering the list in-place and to the Extract range
- entering complex filter criteria

Database Functions
- use DCOUNT to count rows that meet criteria
- use DSUM to sum rows that meet criteria


Printable Course Description