Working with Downloaded Text Data in Excel

1 Credits: Computer Software & Applications


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Working with Downloaded Text Data in Excel

Course Level
CPE Credits

1 Credits: Computer Software & Applications

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.

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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 cleantext
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Course Specifics

Course ID
Revision Date
May 30, 2023

Basic knowledge of Excel.

Advanced Preparation

Working knowledge of Microsoft 365/Excel 2019.

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

Joseph Helstrom Headshot

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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