Excel Accountant: Database Techniques

4.2 (5)

David Ringstrom

Excel Accountant

Wednesday, March 17, 2021 | 12:30 PM EDT

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

In this valuable presentation, Excel expert David Ringstrom, CPA, shows you how to extract data from databases, such as Access or SQL Server, as well as text files and then transfer that data into Excel. Once your data is in Excel, you then can work with it a variety of ways, including using worksheet functions to summarize data, querying text files and databases from within Excel, creating self-updating links to databases and other data sources, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Who Would Be Interested in This Course:

Excel users interested in learning data analysis tricks to query text files and databases from within Excel.

This online CPE webinar for CPAs covered topics:

  • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  • Understanding what SELECT, FROM, WHERE, ORDER BY, and TOP mean within SQL statements.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Using the COUNTIF function to determine the number of times an item appears on a list.
  • Implementing the SUMIFS function to sum values based on multiple criteria.
  • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Using Microsoft Query to extract data from Access databases.
  • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Removing automatic links between tables within a query in Microsoft Query.
  • Applying sort criteria to queries you’ve established in Microsoft Query.
  • Linking data from text files to Excel spreadsheets by way of Microsoft Query.
  • Adding new data sources to Microsoft Excel so you can extract data from text files.

Learning Objectives

  • To identify how to sum values based on a single criterion and on multiple criteria.
  • To recall how to use Microsoft Query to get data from one workbook into another.
  • To recognize how to duplicate columns, rows, or cells within an Excel worksheet.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Accounts Director
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  • Finance Director
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  • Qualified Associate Financial Planner
  • Senior Accountant
  • Staff of Accounting Firm
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  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

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(
    [no_of_record] => 5
    [average] => 4.2000
)
 

4.2

(5)
20%
80%
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RH

The webinar started on time and was very informative with no technical issues

KH

n/a

GP

knowledgeable instructor