CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

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NOTE:

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Manipulating Text

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Computer Software & Applications

Course Description

This course covers how to manipulate data in Excel. The course focuses on Text functions, such as LEN, TEXTJOIN and SEARCH. It also examines some Math & Trig rounding functions and shows how to fix errors that result when data is imported. Flash Fill is also covered.
This course is designed for intermediate users of Excel who either deal with a lot of data or are frequently downloading data. This course covers simple to advanced functions and includes new functions that are only available in Excel 2019 and/or Office 365.

Functions covered include: LEFT, RIGHT, MID, LEN, FIND, CONCATENATE, CONCAT, TEXTJOIN, IFERROR, TRIM, CLEAN, UPPER, LOWER, PROPER, SUBSTITIRE, NUMBERVALUE, TIMEVALUE, DATEVALUE, ROUND, ROUNDUP, ROUNDDOWN, MROUND, FLOOR, CEILING.

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

Course Specifics

Course ID
2204602
Revision Date
March 5, 2020
Prerequisites

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

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

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 …

Patricia McCarthy, MBA Read More »

Manipulating Text

Expert Instructors
Format
CPE CREDITS
1 Credits: Computer Software & Applications

$29.00$49.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Computer Software & Applications

Course Description

This course covers how to manipulate data in Excel. The course focuses on Text functions, such as LEN, TEXTJOIN and SEARCH. It also examines some Math & Trig rounding functions and shows how to fix errors that result when data is imported. Flash Fill is also covered.
This course is designed for intermediate users of Excel who either deal with a lot of data or are frequently downloading data. This course covers simple to advanced functions and includes new functions that are only available in Excel 2019 and/or Office 365.

Functions covered include: LEFT, RIGHT, MID, LEN, FIND, CONCATENATE, CONCAT, TEXTJOIN, IFERROR, TRIM, CLEAN, UPPER, LOWER, PROPER, SUBSTITIRE, NUMBERVALUE, TIMEVALUE, DATEVALUE, ROUND, ROUNDUP, ROUNDDOWN, MROUND, FLOOR, CEILING.

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

Course Specifics

Course ID
2204602
Revision Date
March 5, 2020
Prerequisites

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

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

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 …

Patricia McCarthy, MBA Read More »

Manipulating Text

Expert Instructors
Format
CPE CREDITS
1 Credits: Computer Software & Applications

$29.00$49.00

Clear