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Secure Transaction Manipulating Text
Format
Self-Study
Course Level
Basic
CPE Credits
1 Credits: Computer Software & Applications
Course Description
This course covers manipulating text 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
Chapter 1
- Recognize different functions and how to use them to extract and join text strings
- Identify and apply the Flash Fill feature
- Recognize how to fix error messages in a worksheet
- Recognize how to import and clean data
- Recognize the different functions available to round values
Course Specifics
2204602
February 7, 2023
Knowledge of Excel and how to create a formula and use functions
None
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.
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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 …