Video Tutorial: Excel Modules 5 & 6
Two modules in one video. Work through them in order.
Clean Formatting for Finance
- Number and currency formatting
- Consistent fonts, colors, and spacing
- Making spreadsheets readable at a glance
- Professional presentation standards
Tables, Sorting and Filters
- Converting data ranges into tables
- Sorting data by one or multiple columns
- Applying and customizing filters
- Using tables to organize financial data
💡 Tips for This Video
- Have Excel open and follow along as you watch
- Pause after each concept and try it yourself before moving on
- In Module 6, practice sorting and filtering a dataset of your own
Try it with a real example
Open the example. Open Apple’s prefilled SEC filings. Enter three annual revenue figures in Excel, format the numbers consistently, turn the range into a table, and sort the years to verify each figure stays with its year.
Key takeaways
- Number formatting changes presentation and may leave the stored value unchanged.
- Sort related columns together to preserve complete records.
- A filter selects visible records without deleting the others.
Check your understanding
Answer each question, then open the explanation.
1. Does displaying fewer decimal places necessarily change a cell’s stored value?
Show answer and why
Answer: No. Display formatting can leave the underlying value unchanged.
Why: Inspect the value and formula when apparent rounding affects a comparison.
2. Why sort an entire table rather than only its price column?
Show answer and why
Answer: To keep each price attached to its original record.
Why: Sorting just one column can mismatch names, dates and values.
3. Are records removed from the workbook when a filter hides them?
Show answer and why
Answer: No. They remain in the underlying data.
Why: Clear the filter to see them again; distinguish a filtered view from deleting rows.
Sources: Microsoft: Organizing worksheet data, Microsoft: Number formats
AI responses are for educational purposes. Always verify with official course materials.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
AI responses are for educational purposes. Always verify with official course materials.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
