Learning outcomes
- Explain how to convert data to a table and explore it safely.
- Complete the guided practice safely.
- Check that you can return to the full dataset and confirm record integrity.
Microsoft Excel
Excel Tables, Sort and Filter
Learn to convert data to a table and explore it safely and return to the full dataset and confirm record integrity in this beginner-friendly Microsoft 365 lesson.
Before you begin
Open Excel and create a blank practice workbook. Use sample information rather than confidential business data.
Step-by-step instructions
- Open Excel and a blank practice workbook and confirm you are using the intended account.
- Sort and filter a sample customer list without losing rows.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: return to the full dataset and confirm record integrity.
- Save the workbook to OneDrive and check that formulas, formatting and labels still display correctly.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Sort and filter a sample customer list without losing rows. Your expected result is to return to the full dataset and confirm record integrity.