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14 Ways To Minimize Data Entry In Excel 1.5 Credits

14 Ways To Minimize Data Entry In Excel 1.5 Credits

  • Rating

    4.6
  • Reviewed on

    January, 2024
  • Subject Area

    Accounting

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To recall the character that you can use in lieu of the CONCATENATE worksheet function.
  • To identify the Office applications that offer the ability to open and edit PDF files.
  • State the functionality that the Flash Fill feature offers.

Course Overview

Spreadsheet work often entails seemingly unavoidable data entry tasks. However, very often tedious input tasks can be automated, or at least made easier. In this webcast Excel expert David H. Ringstrom turns his attention to empowering you to work more effectively with getting data into your spreadsheets and transforming data when needed. Techniques include worksheet functions such as CONCATENATE, TEXTJOIN, UPPER, PROPER, and so on, as well as using Microsoft Word to extract text from PDF files. You’ll see how to use Excel on your mobile device to take a picture of a printed document that you then convert to text that within an Excel spreadsheet. Other techniques include helpful aids such as custom lists, data validation, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics covered:

  •  Adding the hidden Form Command back to Excel 2007 and later.
  • Combining words or other text together by concatenating.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel.
  • Extracting data from PDF files with Power Query in Microsoft 365.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function.
  • Removing the Table feature from a worksheet if it’s no longer needed.
  • Separating first/last names into two columns without using formulas or retyping.
  • Setting the default font for all future new workbooks.
  • Simplifying multiple-field lookups with concatenation (combining fields into a single cell).
  • Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.


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On Demand Credits for All Qualifications

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On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00755-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00755-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00755-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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ED

Evelyn Dean,
5

Presenter was very knowledgeable and material presented was relevant. Can't wait to take more Excel courses from this instructor!

LB

Lloyd Brager,
5

Some very helpful features! I've used excel for twenty + years and it's always surprising how many features I do not know about

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