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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 Microsoft 365 (formerly known as 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/Areas Typically Covered:
- 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.
- Separating first/last names into two columns without using formulas or retyping.
- Using Text to Columns in any version of Excel to quickly separate city, state, and ZIP code into separate columns.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Removing the Table feature from a worksheet if it’s no longer needed.
- Combining words or other text together by concatenating.
- Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function.
- Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.
Learning Objectives/Why You Should Attend:
- 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.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- Government Personnel
About the Instructor:
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).
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