Working with Downloaded Text Data in Excel ON DEMAND
Available Until
Your Desk
1.0 Credits
Member Price $29.00
Non-Member Price $33.00
Overview
This course covers the basics of Excel tools and techniques dealing with downloaded data in a text format. This course 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. NOTE: Images of Excel menus, ribbons and dialog boxes use Microsoft Excel 365 so yours may look slightly different depending upon your version of Excel. In some cases, a few functions may not be available in earlier Excel versions and are so noted.
Highlights
Numbers formatted as text. Commonly used text functions. Combining a text function and an if function. Other useful text functions. Working with dates.
Prerequisites
None.
Designed For
CPAs and other accounting, financial, and business professionals who want to learn how to download text in Excel.
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. 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.
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