1.0 CPE This is an introductory course covering the basics of Excel tools and techniques dealing with downloaded data in a text format. It covers converting numbers formatted as text to numbers usable by Excel functions, concatenation, Text to Columns, and specific Excel text functions to manipulate and analyze data.
This course provides step-by-step instruction. It does provide an exercise file although most examples are simple and easy to type in on your own. In some cases, an answer sheet is also provided in the file.
Learning Objectives
- Recognize the methods used to convert numbers formatted as text to numeric values and dates formatted as text to date values recognized by Excel.
- Discover and define the LEFT(), RIGHT() and MID() functions in Excel.
- Recognize different concatenation functions and how to utilize them.
- Recognize the uses of Text to Columns.
- Identify how to evaluate text using the LEN function.
- Recognize functions available to clean text.
Last updated/reviewed: August 20, 2023
- 1. EXCEL Challenges (Part II): Real Cases from Work
- 2. Excel Efficiency: Logic Functions
- 3. Excel Efficiency: Filtering Data
- 4. Excel Efficiency: Custom Views
- 5. Excel Magic 8: Transforming a Pro-forma into a Dashboard
- 6. Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click
- 7. Excel Training: Tips for Improving Data Validation, Error Checking, Reporting and Other Performance Obstructions
- 8. Power Pivot: Big Data Analysis Made Easy
- 9. Excel Efficiency: Filtering and Formatting Data
- 10. Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
13 Reviews (52 ratings)
Reviews
Anonymous
(Asst Controller)
A recent volunteer position has me dealing with a large amount of data downloads, and this course has so many good points on dealing with the various situations that I am already struggling to correct. (effective instructor...missing the training file that he typically includes) That is the only reason for my less than perfect scoring and seems to be a platform issue.
Anonymous
()
This subject matter is extremely relvant to CPAs and the course had very descriptive information. I would have preferred the course be more than 1.0 hours for the amount of content covered.
Anonymous
()
Great content & learned a lot of Excel tips. I was familiar with a lot of these functions but didn't know about these additional tricks and uses.
Anonymous
(Controller)
I am an experienced Excel user and I still can learn new tricks. It would have been a better instruction if the excel files were included.
Anonymous
()
Nice to see examples of result, formula, and original cell information. Makes it easy to follow the presentation.
Andrew DeLorme
( at Allscripts)
Good course, very helpful. I learned a lot of different techniques to improve my excel manipulation of text data.
Anonymous
()
The course materials were helpful for understanding the content of the course.
Eric Rubega
(Director at Browne Consulting Group)
Great course. Helpful tips. I learned some helpful tips with Excel functions.
Anonymous
(Analyst)
Provides the tips and tricks to working with downloaded text data in excel.
Anonymous
()
Good course and well written. Useful for future reference material.
Anonymous
()
Very good course overall, happy I took it as I learned a lot.
Anonymous
()
Interesting course, I learned many tips. Thank you!
Anonymous
(Controller)
Excel files to perform examples are not attached.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
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
.
Joe HelstromCPA
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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