Self-Study
Working with Downloaded Text Data in Excel
Learn Excel data manipulation techniques for working with text data.
$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)
Secure Transaction CPE Credits
1 Credits: Computer Software & Applications
Course Level
Overview
Format
Self-Study
Course Description
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.
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.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- 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
Course Specifics
2124551
March 12, 2025
Basic knowledge of Excel.
Working knowledge of Microsoft 365/Excel 2019.
66
Compliance Information
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, 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 …
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …
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