Modern Excel Reporting with FILTER

Course Overview

Course details

Name: Modern Excel Reporting with FILTER

Summary: Turn data into dynamic, flexible reports with Excel’s FILTER function.

Instructor: Mark Proctor

Course Length: 115 minutes

Number of Quizzes: 0

Includes Certificate of Completion: No

Note:

This is a publicly available course; therefore, it does not include the full functionality of other courses.

Who this course is for

The course is for:

  • Anyone looking to build interactive reports and analysis with formulas.
  • Users who want to move beyond traditional reporting techniques.
  • Excel users who want to understand the concepts that make the FILTER function so powerful.

This course is not for:

  • Users looking for legacy techniques.
  • Anyone seeking a broad introduction to all dynamic array functions.
  • Anybody who only wants to copy-and-paste formulas without understanding how they work.

Prerequisites and assumed knowledge

To get the most from this course, you should:

  • Be comfortable using Excel formulas and cell references.
  • Understand how Excel tables and ranges work.
  • Be able to navigate and work with data in Excel worksheets.

You do not need:

  • Programming knowledge.
  • Mathematical background beyond basic logic.
  • Prior experience with the FILTER function or dynamic arrays.

Learning objectives

By completing this course, you will be able to:

  • Understand how the FILTER function evaluates conditions and returns results.
  • Use Boolean logic (TRUE/FALSE values) to create powerful filtering criteria.
  • Apply multiple conditions to return precisely the data you need.
  • Control and shape returned results through dynamic column selection.
  • Handle blank values and empty results gracefully.
  • Build advanced filtering solutions using partial matching, RegEx, lookup tables, and dynamic lists.
  • Create interactive reports driven by slicers.
  • Apply the Group / Filter / Aggregate method to solve advanced reporting challenges.
  • Extend the capabilities of FILTER by combining it with other modern Excel techniques.
  • Develop financial reports and reusable reporting frameworks.

Course content