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Excel Accountant: Database Techniques

  • CPA (CA)
  • CPA/CITP
  • CMA
  • CPA (US)
  • Tax Preparer
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

In this valuable Online CPE Webinar, 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 in 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 in this continuing education course: 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 online CPE webinar as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the online CPE course.

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 Online CPE Course:

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

This Online CPE Webinar covers following Key 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.

Click for more webinars on Accounting | Taxes | Finance | Financial Planning etc

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
  • Cloud Accountants
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Computer Software and Applications for Tax Professionals
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPD Credit for Certified Information Technology Professionals (CITP)

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

4.3

11 Ratings

Excellent

5

Very Good

5

Average

1

Poor

0

Terrible

0

KH

Kristen Howard, CPA (US)

Dec 8th, 2020

n/a

GP

Gerry Preville, CPA (US)

Dec 8th, 2020

knowledgeable instructor

Excel Accountant: Database Techniques

$20

2 Credits

Subject Area

Computer Software and Applications

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