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Basic Data Analytics Workshop - Part 1

In Part 1, you’ll focus on preparing and exploring data—removing duplicates, cleaning and transforming text, separating and combining fields, filtering lists and tables, and using Recommended PivotTables and Analyze Data to quickly uncover trends.

OnDemand
Beginner Friendly
DATE

Recorded Tuesday,
May 19, 2026

INSTRUCTOR

David Ringstrom

DURATION

2 Hours

FORMAT

Webinar

$450.00 or 4 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Computer Skills
  • Information Technology/Security
  • Reporting
  • Technology/Security
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • IT Professional
  • Trainer

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In Part 1, participants will focus on preparing and organizing data so it is accurate, consistent, and ready for analysis. Topics include removing duplicate records; cleaning and standardizing text with UPPER, LOWER, PROPER, TRIM, and CLEAN; and understanding how function order affects results when correcting messy data. Attendees will also use Text to Columns to separate address fields and Flash Fill to quickly split or merge text without formulas.

The session continues with practical tools for managing and summarizing larger datasets. Participants will learn to filter data efficiently, update filtered results without starting over, and use the SUBTOTAL function to calculate totals within filtered lists. Additional topics include converting ranges to Tables, applying and removing table formatting, filtering with Slicers, and generating insights using Recommended PivotTables and PivotCharts.

What You'll Learn

  • Removing duplicates and cleaning inconsistent data using TRIM, CLEAN, UPPER, LOWER, and PROPER
  • Splitting and combining text efficiently with Text to Columns and Flash Fill
  • Filtering large datasets and using SUBTOTAL to summarize visible results
  • Converting ranges to Tables, managing formatting, and filtering with Slicers
  • Creating quick insights with Recommended PivotTables and PivotCharts

Who Should Attend

Banking professionals who work with Excel data and want practical, hands-on skills to clean, analyze, and report on financial information more efficiently.

David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant, educator, and speaker. He has presented more than 2,500 live webinars to professionals nationwide.


David is the author or co‑author of ten books, including Microsoft 365 Excel For Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online For Dummies, and Idiot’s Guide to Introductory Accounting.


 


 

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