14 Ways to Minimize Data Entry in Excel

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 online CPE course 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 in this continuing education course: 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.

Key topics covered in this online Excel CPE webinar:

  •  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.

Recommended For

This excel CPE course is recommended for CPAs, CMAs, Accounting Practitioners, and Other Accounting Professionals desiring to learn techniques that can help them in minimizing data entry in excel.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1.5 CPE Credit for Certified Fraud Examiner (CFE)
  • 1.5 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1.5 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Intermediate
  • Credits :
    1.5
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

David. Ringstrom.

Partner, Excel Accountant

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

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers, etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from the Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals



Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

1217 Ratings

Excellent

753

Very Good

406

Average

52

Poor

3

Terrible

3

DR

Danielle Runyon, CPA (US)

Oct 25th, 2021

everything in this presentation is well thought out and well mapped out, down to the hand out materials and the real-time application of the learning objectives. I absolutely love the presentations from this presenter and always come away with something I didn't know before even though I consider myself advanced in the subject matter.

DC

Deborah Cooke, CPA (US)

Jun 23rd, 2021

The course was very good. Some advanced topics were discussed, like Power Query, and the instruction was a bit rushed, so I didn't grasp everything. It would be helpful if the more complex topics were explained more slowly; or take a more hands-on approach by providing samples for audience to follow along with instructor.

VN

Vu Nguyen, CPA (US)

Sep 20th, 2021

Instructor was extremely succinct and very clear. Used relevant examples and moved at a good pace, if you were an experience user. If you are a beginner, it might be tough to keep up, but the instructor was very responsive to questions during the webinar which more than made up for it.

AS

Azra Sabanovic, CMA

Dec 27th, 2021

My overall experience of this course was great. As an analyst, I use excel everyday but have never taken any formal training so courses like this are beneficial to understand how I can do things more efficiently and maximize productivity.

KF

Kimberly Fox, Accountant, CPA (US)

Nov 30th, 2021

This was one of the best CPE courses I have taken. The information was extremely useful and the instructor was fantastic. The handout materials were easy to follow during the course and will be a useful tool in applying what was taught.

14 Ways to Minimize Data Entry in Excel

FREE

1.5 Credits

Subject Area

Accounting

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