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In this tutorial, titled "Excel Magic Trick Number 697," the presenter guides viewers on how to extract records based on year and month criteria from a dataset containing serial numbers. To follow along, viewers can download the workbook from the YouTube channel linked. The tutorial covers two methods: the first is using the filter feature, which is the quickest and simplest approach. For older versions of Excel, users can toggle the filter on and off with the shortcut Alt + D, F, F, while later versions utilize Shift + Ctrl + L. The presenter also briefly mentions the need to set up custom filters using logical conditions for effective data extraction.