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Sorting, Filtering, and Summary Sheets
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Working with Table-Ready Data
Overview: Working with Table-Ready Data
What table-ready data looks like
Activity: Spot the data problems
Small cleanup checks before you convert
Turning a range into an Excel table
Activity: Convert a range to a table
Reading table structure before analysis
Quick data quality checks for summary work
Activity: Check a table for summary readiness
Why clean structure matters for the next steps
Exercise: Section Exercise
Review: Working with Table-Ready Data
Sorting Records with Purpose
Overview: Sorting Records with Purpose
Why sorting matters in a record list
Activity: Match the sort to the question
Sort one column safely
Activity: Run a one-column sort
Use multi-level sort order
Activity: Build a two-level sort
Know when a sort is the wrong tool
Sort choices that support later summary work
Activity: Prepare a list for a summary sheet
Reading-only recap and judgment check
Exercise: Section Exercise
Review: Sorting Records with Purpose
Filtering Data to Isolate What Matters
Overview: Filtering Data to Isolate What Matters
What filtering does
Apply a basic filter
Activity: Filter a table by one field
Filter by text, numbers, and dates
Activity: Choose the right filter type
Use filters without breaking the data
Read the filtered result for a summary sheet
Activity: Prepare a filtered set for summary work
Filter problems to watch for
Exercise: Section Exercise
Review: Filtering Data to Isolate What Matters
Building Summary Sheets from Detail Data
Overview: Building Summary Sheets from Detail Data
What a summary sheet does
Activity: Compare detail rows with summary totals
Choose the right summary formulas
Activity: Match questions to summary formulas
Build a summary sheet layout
Point formulas at the detail table
Activity: Build a linked total from table data
Add checks that protect the summary
Make the summary easy to read
Exercise: Build a one-page summary sheet from detail data
Review: Building Summary Sheets from Detail Data
Combining Sort, Filter, and Summary Patterns
Overview: Combining Sort, Filter, and Summary Patterns
Match the question to the pattern
Activity: Sort, filter, or summarize?
Use filter first when detail is too large
Sort the filtered set to reveal priority
Read summary results against the source rows
Fix common breakdowns in combined views
Prepare a workbook for a simple review
Exercise: Section Exercise
Review: Combining Sort, Filter, and Summary Patterns
Polishing a Usable Business Workbook
Overview: Polishing a Usable Business Workbook
What makes a workbook usable
Clean up the visual layout
Activity: Spot the fixes that improve readability
Protect the structure of the summary
Prepare the workbook for another person
Judgment moment: would you sign your name to this?
Reading-only recap
Exercise: Section Exercise
Review: Polishing a Usable Business Workbook
Course Study Guide
Overview: Course Study Guide
Recap
What You Can Do Next
Additional References
Review: Course Study Guide
Lab: Build a Simple Business Summary Workbook
Overview: Lab: Build a Simple Business Summary Workbook
Lab: Build a Simple Business Summary Workbook
Review: Lab: Build a Simple Business Summary Workbook
Lab: Build a Simple Business Summary Workbook
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All categories
Course Demonstrations
Free Mini Courses
AI Learning Hub
AI Essentials
Level 1: Generative AI Foundation
Level 2: Grounding AI with your Data
Level 3: Automating AI Workflows
Office
Webinars
Power BI
Programming
WordPress
Microsoft Official
Accounting
CompTIA
Google
Upskilling Series
ONLC Staff Training
Generative AI Skills
Instructor Review
Private Classes
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Sorting, Filtering, and Summary Sheets
Turn raw records into a simple business summary people can use.
Skill Level
:
Beginner
