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 introductory online self-study CPE course is designed to empower professionals with the fundamental skills needed for efficient data manipulation and analysis in Excel. It covers a range of vital Excel tools and techniques, such as converting numbers formatted as text to usable numeric values and dates, and understanding the application of specific Excel text functions. Participants will learn how to effectively use functions like LEFT(), RIGHT(), and MID(), understand different concatenation functions, and apply the Text to Columns feature. The online self-study course also includes instructions on how to use the LEN function for text evaluation and the available functions for cleaning text. With step-by-step guidance and an optional exercise file, this course offers a practical approach to mastering these essential Excel skills, greatly enhancing your data analysis efficiency and accuracy.

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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.

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

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 …