CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Self-Study

Manipulating Text

Learn advanced Excel data manipulation methods using text functions to accurately organize your firm's data.

Individual
Teams

$29.00 – $49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Computer Software & Applications
Course Level
Basic
Format
Self-Study

Course Description

This intermediate-level Excel online self-study CPE 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 self-study CPE 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.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize different functions and how to use them to extract and join text strings
  • Identify and apply the Flash Fill feature
Chapter 2
  • Recognize how to fix error messages in a worksheet
  • Recognize how to import and clean data
Chapter 3
  • Recognize the different functions available to round values
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Course Specifics

Course ID
2204602
Revision Date
February 7, 2023
Prerequisites

Knowledge of Excel and how to create a formula and use functions

Advanced Preparation

None

Number of Pages
83

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot
Patricia McCarthy, MBA

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 …

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