1.0 CPE 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.
Images of Excel menus, ribbons and dialog boxes use Microsoft Excel 365 so yours may look slightly different depending upon your version of Excel. In some cases, a few functions may not be available in earlier Excel versions and are so noted.
Learning Objectives
- Recognize the methods used to convert numbers formatted as text to numeric values and dates formatted as text to date values recognized by Excel.
- Discover and 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 clean text.
Last updated/reviewed: November 13, 2024
18 Reviews (67 ratings)
Reviews
Anonymous
(Asst Controller)
A recent volunteer position has me dealing with a large amount of data downloads, and this course has so many good points on dealing with the various situations that I am already struggling to correct. (effective instructor...missing the training file that he typically includes) That is the only reason for my less than perfect scoring and seems to be a platform issue.
Anonymous
(Auditor)
The PDF is very informative and has a lot of information, but the course is missing the Excel file that is referenced in the PDF. It is still completable, but it is a shame that there is a missing segment of the course.
Anonymous
(DIRECTOR OF FISCAL OPERATIONS)
Very helpful tips. I have been using Excel for years, but have not been formally trained on many functions. The functions highlighted in this course will help me be more efficient in Excel for years to come.
Anonymous
()
This subject matter is extremely relvant to CPAs and the course had very descriptive information. I would have preferred the course be more than 1.0 hours for the amount of content covered.
Anonymous
()
Great content & learned a lot of Excel tips. I was familiar with a lot of these functions but didn't know about these additional tricks and uses.
Anonymous
(Controller)
I am an experienced Excel user and I still can learn new tricks. It would have been a better instruction if the excel files were included.
Anonymous
(Controller)
Nice to see examples of result, formula, and original cell information. Makes it easy to follow the presentation.
Andrew DeLorme
( at Allscripts)
Good course, very helpful. I learned a lot of different techniques to improve my excel manipulation of text data.
Anonymous
()
The excel file referenced in the pdf was not included. This made it challenging to follow along. Not very useful
Anonymous
(Director of IT)
I really enjoy text based courses. I feel like I get more from reading then watching the videos. Great course.
Anonymous
()
The course materials were helpful for understanding the content of the course.
Eric Rubega
(Director at Browne Consulting Group)
Great course. Helpful tips. I learned some helpful tips with Excel functions.
Anonymous
(Analyst)
Provides the tips and tricks to working with downloaded text data in excel.
Anonymous
(Senior Financial Controller)
Easy to follow examples to use in real life. I recommend this training.
Anonymous
()
Good course and well written. Useful for future reference material.
Anonymous
()
Very good course overall, happy I took it as I learned a lot.
Anonymous
()
Interesting course, I learned many tips. Thank you!
Anonymous
(Controller)
Excel files to perform examples are not attached.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Excel Version: Excel 365/ Excel 2019Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Course Questions and Answers1 Question
Joe HelstromCPA
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- Email: info@illumeo.com
- Phone: 408-400-3993
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