FILTER Function | The Workshop
From Data Overload to Dynamic Reports
Learn to extract the right data with ease.
Download full recording + Excel workbooks
Why this FILTER Workshop?
Stop Struggling with Manual Data Filtering.
Get Accurate Results Instantly.
Most finance professionals know the FILTER function exists, but few unlock its full potential.
Hours are wasted manually sorting, copying, or juggling complex formulas — time that could be spent on analysis and strategic insight.
This workshop teaches you how to use Excel’s FILTER function to create dynamic, error-free reports that update automatically.
- Who this is for:
- Analysts, FP&A professionals, finance managers - anyone who builds or updates reports regularly
By the end of this workshop, you’ll be able to:
- Extract multiple rows instantly based on one or more criteria (AND / OR logic)
- Build dynamic reports that update automatically when your data changes
- Reduce errors caused by manual filtering and complex formulas
- Apply these skills immediately to your own Excel models
Participants report saving 5–10+ hours per month on routine filtering tasks - that’s 100+ hours per year.
See the FILTER Function in Action
Here's a 30-second overview of the Workshop
Why Learn with Excelled Academy?
Everything you need, in under 60 minutes
Built for FP&A
Developed and taught by a Chartered Accountant with extensive FP&A experience. Every module is built from real finance models, not textbooks
Time Saving
Free tutorials exist… but they take hours, and most examples aren’t relevant to finance. This workshop gives you everything you need in one 60-minute session, with real-world FP&A and reporting examples.
Recording
Purpose-built recording, not a live replay. Pause, rewind, and revisit when you need.
Practice & Solution files included so you can apply immediately.
Workshop At A Glance
What you'll learn in 50 minutes
FILTER
LOGIC
Understanding the FILTER Mechanics | 10 min
FILTER:
AND CRITERIA
Learn how to extract data that meets all conditions | 5 min
FILTER:
OR CRITERIA
Learn how to extract data that meets any of multiple conditions | 5 min
ERROR
HANDLING
How to handle missing data | 5 min
PIVOT
TABLES
Pros and cons of the FILTER function vs using pivot tables | 5 min
DYNAMIC
REPORTS
How to build dynamic and interactive reports | 20 min
Your Questions Answered
Everything You Need to Know Before Signing Up
- I already know FILTER basics – is this for me? Yes. We focus on applied FILTER with AND/OR logic, error handling, and building dynamic reports – things you rarely see in free tutorials.
- Who is this workshop for? Designed for analysts, FP&A professionals, finance managers, and anyone using Excel for reporting and analysis.
- How long is the workshop? 50 minutes.
- Which version of Excel is required? Works with Excel 2021 or later, or Microsoft 365.
- What do I get when I choose Watch On-Demand? You'll be able to download the pre-recorded workshop once payment is confirmed, plus workbooks. The on-demand version is a clean recording, not a live replay.
- Are workbooks included? Yes – practice and solution files come with all sessions.
- How long is the recording available? The recording is yours to download, giving you unlimited access for life.
- Can my employer cover the cost? Yes, you can download a motivation letter template for professional development reimbursement here.
Watch On-Demand
Learn at your own pace. Get access to the full workshop recording, including workbooks
You’ll be redirected to the Payhip checkout, a secure third party site.