What you will learn?
Please download this practice file to use while you watch the videos
Each tab ties into a lesson or video
Please download the completed practice file with populated formulas and functions
A quick intro
Here's a quick summary of what we will cover in this course
Overview of the XLOOKUP Syntax
This lesson covers how to use the FILTER function to extract data from a dataset based on one criteria
Practice using the FILTER function selecting one criteria
This lesson covers how to select two criteria with the FILTER function
Use this lesson to practice selecting data based on two criteria
This lesson covers how to select more than two criteria with the FILTER function
Use this lesson to practice using the FILTER function to select 2 or more criteria
This lesson covers how to select dates and other criteria with the FILTER function
Use this lesson to practice using multiple criteria with different data types
This lesson covers how to use the FILTER function to select multiple items, but not limiting what data you extract by using the OR principle
Practice an example for multiple criteria and OR principle
This lesson covers how to handle errors and missing data using the FILTER function arguments
This lesson covers when to use the FILTER function vs a Pivot Table and the pros and cons of each
This lesson provides an overview of how we can transform raw data into dynamic and interactive reports with the FILTER function
This lesson goes through each step required to build a dynamic report with the FILTER function
Well done - you have completed the FILTER function workshop
About the course
The Excel FILTER Function: From Data Overload to Dynamic Reports
Are you ready to take your Excel and data analysis skills to the next level? This hands-on course is designed to help you master one of Excel’s most powerful functions — the FILTER function — and unlock the true potential of your data.
In this session, you’ll learn how to:
- Unlock the full capabilities of the FILTER function to extract exactly the data you need, when you need it.
- Handle missing or incomplete data gracefully, ensuring your analyses are accurate and reliable.
- Create nested FILTER functions for more complex, multi-layered data analysis.
- Transform raw data into dynamic reports that update automatically, saving you hours of manual work.
Whether you’re dealing with large datasets, preparing reports for stakeholders, or simply looking to work smarter, this course will equip you with practical techniques to streamline your workflow and deliver actionable insights.
About the teacher
Jackie Walker
Financial Storyteller | CA (SA)
Born and raised in South Africa, I qualified as a Chartered Accountant with Deloitte before moving to London, where I’ve spent most of my career. Along the way, I’ve held senior finance roles—including Head of FP&A—where I learned firsthand that Excel skills can make or break your ability to analyse data and tell a compelling story.
But here’s the thing: I didn’t find Excel easy at first. I remember how overwhelming it felt not knowing where to start. What I eventually discovered is that you don’t need to master everything—just a handful of powerful functions can turn you into a rockstar at work.
That’s why I created these courses: to share the shortcuts, insights, and practical skills that helped me, so you can build confidence, save time, and take your Excel and Financial Storytelling skills to the next level.
