Computer Software and Applications
Basic knowledge of Excel.

Course Description

There are a number of issues that can emerge when dealing with downloaded text data in Excel. And while there are many tools available to help with this process, they are not always easy to locate and use properly. This course helps clarify how these tools should be used, and addresses common problems and solutions related to handling downloaded data in a text format. The 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; however, it does not provide any exercise files.


Joseph Helstrom, CPA

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 tax; controller; and manager of financial planning, reporting, and analysis.

Joe and his wife, Patricia McCarthy, produce self-study courses for Western CPE and have published articles in Missouri and Texas CPA society publications titled “Incorporating Excel Arrays into Your Audit Plan.”

Course Specifics

Computer Software and Applications
Mar 6, 2018
Basic knowledge of Excel.
Excel 2007 or newer.

Compliance Information

Qualifies for CA Fraud: No

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
  • Recognize the function of Concatenate and how to concatenate text in Excel
  • Identify text functions that capture or count characters in a text string
  • Identify text functions that will format, evaluate, and clean up text in Excel

Table of Contents

Learning Objectives


A Note Regarding Excel Versions in this Course

Numbers Formatted as Text

Using the Text to Columns Function

Commonly Used Text Functions

Evaluating Text

Cleaning Up Text

Working with Dates

New Text Functions in Excel 2016



Review Questions

Review Question Answers and Rationales



Final Examination

Answer Sheet

Course Evaluation

Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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