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The course is presented in three parts.

First, the course introduces the concept of automatically connecting to the external data sources with latest technologies, in order to saving time by avoiding manual data entry as much as possible.

Next, the course raises 4 areas where data entry can be automated. They are when:

  • Source is PDF files
  • Source is Online Tables
  • Source is Banking Statements
  • Source is Accounting Software

Last, we demonstrate how to connect to external data so as to obtain the real-time update of data – all without typing. They include:

  • Converting PDF files to Excel files
  • Connecting to online data
  • Converting data using Excel formulas
  • Integrating with accounting system data

Course Key Concepts: Data entry, Data Feed, Data Type, Big data, IoT (Internet of Things), Cloud computing, Machine learning, Artificial intelligence, OCR (Optical Character Recognition), On-premise software, Application Programming Interface.

Learning Objectives

  • Discover and understand 4 situations we can automate data entries.
  • Recognize 3 different ways to convert data in a PDF file to an Excel file.
  • Identify 2 Excel functions to connect to online tables and refresh instantly.
  • Explore and master 11 essential text converting formulas in Excel to transform poor-formatted data in banking statements to analyzable data.
  • Discover 2 methodologies in modern accounting systems that can integrate system data into Excel files.
Last updated/reviewed: January 07, 2021

1 Review (2 ratings)Reviews

5
Member's Profile
Teaches interesting concept of organizing data from unclean data sources.

Prerequisites

Course Complexity: Intermediate

Basic Excel knowledge.
Example: be able to open one Excel file and connect to external data files, etc.
It is recommended to take other Excel Magic courses by Lenny Wu.
Excel Magic: Building Dynamic Formulas
Excel Magic 2: Building Your Own Report Generating “Bot”
Excel Magic 4: Ultimate API Reporting in Excel

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  0:30Introduction to Excel Magic 3: Automating Data Entry with Data Feeds
  1:02Data Entry
  1:17Instructor Introduction
  1:20Comparison with Other Similar Courses
  0:42What you will get from this course?
HOW TO AUTOMATE DATA ENTRY WITH DATA FEEDS
  0:44Data Entry Basics
  4:17Data Source: Scanned PDF File
  2:28Data Source: Printed PDF
  4:02Online Tables (Part 1)
  3:00Online Tables (Part 2)
  8:13Bank Statements (Part 1)
  3:59Bank Statements (Part 2)
  2:25Bank Statements (Part 3)
  3:17Bank Statements (Part 4)
  2:02Bank Statements (Part 5)
  4:40Bank Statements (Part 6)
  1:26Bank Statements (Part 7)
  1:20Accounting Software
CONCLUSION
  1:46Takeaways
  0:32Next Course and Q&A
CONTINUOUS PLAY
  49:02Excel Magic 3: Automating Data Entry with Data Feeds
SUPPORTING MATERIAL
  PDFSlides: Excel Magic 3: Automating Data Entry with Data Feeds
  PDFExcel Magic 3: Automating Data Entry with Data Feeds Glossary/ Index
  XLSXWorkbook: Excel Magic 3: Automating Data Entry with Data Feeds
  PDFHandouts: Excel Magic 3: Automating Data Entry with Data Feeds
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM