Excel Magic 3: Automating Data Entry with Data Feeds 1 Credit
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Nov 27, 03:30 PM
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Tired of wasting precious hours on the struggle of manual data entry? Dive into Excel Magic (Part 3): Automating Data Entry with Data Feed, where you’ll unlock the secret to transforming your workflows by seamlessly linking to external data sources.
This CPE course will equip you with the latest technologies for efficient data handling, freeing up your time for more valuable tasks. The course unfolds in three engaging parts. We’ll start by introducing the concept of automating data connections to external sources, focusing on how this innovation can significantly reduce manual entry efforts. Next, we’ll explore four key areas where data entry can be automated, including sourcing from PDF files, online tables, banking statements, and accounting software. Finally, we’ll demonstrate practical techniques for real-time data updates without typing, such as converting PDF files to Excel, connecting to online data, using Excel formulas for data conversion, and integrating data from accounting systems.
Key topics covered:
Join us to transform how you manage data in Excel, making data entry faster, easier, and more accurate. Empower yourself with the tools to automate your processes and elevate your Excel game!
Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
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Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
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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.
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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.
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.
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.
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