Excel Data Management

1 Credits: Computer Software & Applications


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Excel Data Management

Course Level
CPE Credits

1 Credits: Computer Software & Applications

Course Description

A central concern when using Excel is whether the data being used is sufficiently clean and well-organized to be useful for further analysis. In the Excel Data Management course, we cover the importing of data from other sources, cleaning it, validating data at the point of data entry, protecting it from unauthorized changes, and organizing it properly. The outcome is much more reliable data, which improves the quality of any subsequent analyses conducted on the data.

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Learning Objectives

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

  • Explain the characteristics of the ribbon system.
  • Describe the different types of files that can be imported into Excel, and their characteristics.
  • Identify the different types of commands that can be used to clean up data and extract data from a data set.
  • Specify the function keys that can be used to clean up data within a worksheet.
  • Identify the characteristics of a worksheet outline and how it can be used.
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Course Specifics

Course ID
Revision Date
May 23, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

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

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …