04/16/2025
11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour
Presenter: David Ringstrom, CPA
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the essential techniques for sorting data effectively in Excel. Discover how to sort lists by color, implement case-sensitive sorting, and arrange data in monthly order. David will also cover advanced topics such as sorting data on protected worksheets and the nuances of sorting within PivotTables, ensuring you can manage your data with precision. Additionally, learn how to allow users to sort and filter specific data, empowering them to interact with your spreadsheets seamlessly. Join us to enhance your Excel skills and streamline your data management practices!
David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
Who should attend: Professionals seeking to use Microsoft Excel more effectively
Topics typically covered:
- Overriding Excel's default case-insensitivity to sort data in a case-sensitive fashion
- Sorting month names in chronological rather than alphabetical order
- Sorting lists of data dynamically from elsewhere in a spreadsheet with the new SORT function
- Disabling the Protected View prompt
- Contrasting sorting data within worksheets to the nuances of sorting data within PivotTables
- Using the SORT function and spilled range operator in Microsoft 365 and Excel 2021 to create self-sorting and self-expanding data validation lists
- Enabling users to sort data on protected worksheets
- Understanding the nuances of sorting lists of data in Excel
Learning objectives:
- Recognize the number of levels that Microsoft Excel allows you to potentially sort
- Demonstrate knowledge of the nuance involved in sorting two or more row fields within a PivotTable
- Recognize a dynamic array function from a list of worksheet functions
Level: Intermediate
Program Prerequisites: Prior experience with Microsoft Excel is recommended.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.