CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

14 Ways to Minimize Data Entry in Excel

4.6 (406)

David Ringstrom

Excel Accountant

Friday, March 26, 2021 | 12:00 PM EDT

  • CPA Canada
  • CFEs
  • CPA
  • Tax Preparer
  • SHRM

1.5 Credits

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 PDC credit for SHRM Certified Professionals (Approval No. 21-YWY5P)

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

the evolutionary origins of stigmatization around building offshore teams for accounting firms

(14)

Jul 23, 2021 | 12:00 PM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 23, 2021 | 12:00 PM EDT View Details

the power and essentials of estate planning

Jul 23, 2021 | 12:00 PM EDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jul 23, 2021 | 12:00 PM EDT View Details

risk assessment for non-profit organizations with less than $10 million in revenues

Jul 23, 2021 | 12:30 PM EDT View Details

money laundering- how it works?

(1)

Jul 23, 2021 | 12:30 PM EDT View Details

how much is too much to pay a trustee

(25)

Jul 23, 2021 | 12:30 PM EDT View Details

managing remote staff: best practices

Jul 23, 2021 | 01:00 PM EDT View Details

how to make it easy for clients to work with your accounting firm

Jul 23, 2021 | 01:00 PM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jul 23, 2021 | 01:30 PM EDT View Details

identifying leases under the new asc 842

(1)

Jul 23, 2021 | 01:30 PM EDT View Details

clarity practice management: demo for public accountants and tax preparers

Jul 23, 2021 | 02:00 PM EDT View Details

xbrl and compliance with sarbanes-oxley

Jul 23, 2021 | 02:30 PM EDT View Details

business activity taxes – where are businesses and their owners required to file and pay state income taxes?

(16)

Jul 23, 2021 | 03:00 PM EDT View Details

why you should care about the cares act

(40)

Jul 23, 2021 | 03:00 PM EDT View Details

Additional Dates

Aug 24, 2021 | 02:00 PM EDT Register

Course Description

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.

Learning Objectives

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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Forensic Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 406
    [average] => 4.5837
)
 

4.6

(406)
63%
33%
3%
0%
0%

DT

Great Webinar!

KM

Great information! Very knowledgable

MM

This was the best excel webinar I have had on myCPE. All the other webinars appear to be promos for other services, but this webinar actually taught me something.

HV

Great and knowledgeable instructor. Easy to follow along and very adaptable to questions. This was a very positive experience. Enjoyed it.

WJM

Great presentation and technical skills!

DR

It was great! He awnsered all my questions and even went back if we still were in doubt. He was the best teacher or conductor of the webinar. I enjoyed it!