Excel: Datasets and Data Validation

Course Description

Excel is one of the most widely used spreadsheet programs in the world. People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. While the number of companies that are going completely digital is increasing, many firms prefer viewing documents and filing them in paper form.

Have you ever come across huge data in excel that you find difficult to work with? Dealing with huge datasets in excel becomes tedious if we don’t know how to use the excel features for the same.

Join this Excel CPE Webinar to learn the easiest ways to work with datasets and master the art of data management.

Have you come across situations where a lot of people have access to the same Excel file and many a time a text in amount columns, numbers in data columns, and such crawl into the sheets making it difficult to understand the data?

Such misplaced data are called bad data.

How great it would be if you can limit the input of data according to the value they are supposed to have!

This is possible because of Excel Data Validation!!

Excel data validation is a feature that allows you to control the type of data entered into your worksheet. For example, Excel data validation allows you to limit data entries to a selection from a dropdown list and to restrict certain data entries, such as dates or numbers outside of a predetermined range.

Data validation can also help you control formulas and the input from those formulas. You can even craft custom Excel data validation messages that help guide users toward the right data entry when they hit a limit.

This excel CPE webinar will help you to understand how to use the Data Validation feature in Excel to create rules that can control the inputs to Excel Workbooks.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac.

Learning Objectives

• To analyze to work with Excel datasets.
  
• To discuss how to sort datasets.
• To discuss the filter datasets.
• To analyze how to remove duplicates.
• To use a subtotal command.
• To build data validation rules for numbers, dates and times, and texts.
• To build Cascading data validation lists.
• To use custom formulas for data validation.

Recommended For

• This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals, and Staff of Accounting or Tax Firm desiring to master excel datasets and data validation.
• This excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

Webinar Qualifies For

• 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
• 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
• 1.5 CPE Credit for Certified Management Accountants (CMA)
• 1.5 CPE Credit for Certified Internal Auditors (CIA)
• 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
• 1.5 CPE Credit for Certified Fraud Examiner (CFE)
• 1.5 CPE Credit for Certified Government Financial Manager (CGFM)
• 1.5 CPD Credit for Certified Information Technology Professionals (CITP)
• 1.5 CRE Credit for Certified Corporate FP&A Professional (FPAC)
• 1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01067-22-O)
• 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
• 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1.5 CPD Credit for Chartered Accountants - Scotland
• 1.5 CPD Credit for CPA - Ireland
• 1.5 CPD Credit for CA - ICAEW

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