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In this tutorial, the presenter demonstrates Excel magic trick number 697, focusing on extracting records based on criteria of year and month from a dataset. Users can download the accompanying workbook from the YouTube channel. The process involves handling serial numbers that require adjustment to match the desired criteria. Two methods are shown: using the Filter feature, which is a quick and easy option, and employing a dynamic formula for more complex needs. For filtering, users can click within the dataset and use the keyboard shortcut Alt + D + F + F (earlier versions) or Shift + Ctrl + L (later versions) to toggle filters on and off.