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Excel’s Data Management Tools

Dennis Taylor

Taylor Associates

Thursday, August 27, 2020 | 01:00 PM EDT

  • CPA

1.5 Credits


Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 CE credit of Computer Technology for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Microsoft surveys show that up to 70% of users surveyed use Excel to maintain a database or large lists. To be truly proficient in Excel, you must be familiar with various data-handling tools to manage data efficiently. It’s all the more important these days as data collection has become more automated and you’re getting swamped with tons of data. But what can you do with all that data? 

Becoming an Excel expert is more than learning functions and cobbling together formulas. A significant part of using Excel to its full potential is knowing the art of data management. This includes everything from knowing how to set up your worksheets to managing data entry to good maintenance practices.

Highlights of the webinar :

  • How to re-arrange the data (sort)
  • See just what you want to see (filter)
  • Create quick summaries (subtotal)
  • Restructure fields containing too much data (the exciting Flash Fill tool and the Text to Columns feature),
  • Eliminating redundant records.
  • Powerful validation tools that keep out bad data from the start.
  • How to drastically reduce data entry with drop-down clickable lists.
  • New dynamic array functions, like FILTER, SORT, SORTBY, and UNIQUE.

Learning Objectives

  • Learn the fastest, most efficient ways to sort data; sort by content, by color, or based on the order of data in a custom list; sort in random order or by re-arranging columns left-to-right
  • Re-structure improperly grouped columnar data with Flash Fill or the Text to Columns feature
  • Master the myriad ways of filtering data to display just the data you need
  • Eliminate duplicate records from a large database
  • Insert a row of subtotals in a sorted list without tediously creating new rows and formulas
  • Create drop-down lists to accelerate data entry, with improved accuracy and consistency
  • Convert lists into tables – gain easier data-handling and enhanced visual features
  • Learn valuable functions that help you understand your data – COUNTIF, SUMIF, and more…
  • Learn to use the new dynamic array functions - FILTER, SORT, SORTBY, and UNIQUE – to create new, complementary lists to co-exist with your data.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bank Managers
  • Bookkeeper
  • Chief Accounting Officer
  • Cloud Firms
  • Compliance Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • HR Professionals
  • Innovation Manager/Director
  • IT Managers
  • Practice Administrators
  • Risk Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Managers
  • Young CPA