Manipulating Text ON DEMAND
Available Until
Your Desk
1.0 Credits
Member Price $29.00
Non-Member Price $33.00
Overview
This course is designed for professionals who regularly interact with substantial data sets or need to refine imported data. Featuring a detailed walkthrough of vital text manipulation functions like LEFT, RIGHT, MID, LEN, and TEXTJOIN, the course offers an array of tools to enhance data handling capabilities. It not only introduces participants to fundamental functions but also delves into advanced features exclusive to Excel 2019 and Office 365, such as CONCAT, TEXTJOIN, and various rounding functions like ROUNDUP and ROUNDDOWN. The course’s benefits include learning to swiftly correct import errors, clean data effectively using functions like CLEAN, UPPER, and LOWER, and mastering the Flash Fill feature for quick data adjustments. Upon completion, participants will be proficient in extracting, joining, and rounding text data, ensuring accuracy and efficiency in their Excel tasks.
Highlights
Counting characters. Error functions. Importing data. Rounding values.
Prerequisites
None.
Designed For
CPAs and other accounting, financial, and business professionals who want to extend their knowledge with Excel.
Objectives
Recognize different functions and how to use them to extract and join text strings. Identify and apply the Flash Fill feature. Recognize how to fix error messages in a worksheet. Recognize how to import and clean data. Recognize the different functions available to round values.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Patricia McCarthy, Western CPE
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.
She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.
Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.
Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.
Non-Member Price $33.00
Member Price $29.00