In this valuable presentation, Excel expert David Ringstrom, CPA, shows you how to extract data from databases, such as Access or SQL Server, as well as text files and then transfer that data into Excel. Once your data is in Excel, you then can work with it in a variety of ways, including using worksheet functions to summarize data, querying text files and databases from within Excel, creating self-updating links to databases and other data sources, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.  

Topics Covered:

• Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
• Understanding what SELECT, FROM, WHERE, ORDER BY, and TOP mean within Structured Query Language (SQL) statements.
• Using the SUMIF function to summarize data based on a single criterion.
• Using the COUNTIF function to determine the number of times an item appears on a list.
• Implementing the SUMIFS function to sum values based on multiple criteria.
• Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
• Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
• Using Microsoft Query to extract data from Access databases.
• Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Removing automatic links between tables within a query in Microsoft Query.
• Applying sort criteria to queries you’ve established in Microsoft Query.
• Linking data from text files to Excel spreadsheets by way of Microsoft Query.
• Adding new data sources to Microsoft Excel so you can extract data from text files.