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Course Details

Excel Magic (Part 3): Automating Data Entry with Data Feed (Video) (Course Id 1777)

QAS / Registry
  Add to Cart 
Author : Lenny Wu, CPA, CGA, MBA
Course Length : Pages: 22 ||| Review Questions: 5 ||| Final Exam Questions: 8
CPE Credits : 1.5
IRS Credits : 0
Price : $21.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Communications and Marketing - Communications and Marketing for Course Id 1777

Description :

The CPA excel course is presented in three parts.

First, the course introduces the concept of automatically connecting to the external data sources with latest technologies, in order to saving time by avoiding manual data entry as much as possible.

Next, the course raises 4 areas where data entry can be automated. They are when:

  • Source is PDF files
  • Source is Online Tables
  • Source is Banking Statements
  • Source is Accounting Software

Last, we demonstrate how to connect to external data so as to obtain the real-time update of data – all without typing. They include:

  • Converting PDF files to Excel files
  • Connecting to online data
  • Converting data using Excel formulas
  • Integrating with accounting system data

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Usage Rank : 14545
Release : 2021
Version : 1.0
Prerequisites :
  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Experience Level : Overview
    Additional Contents : Complete, no additional material needed.
    Additional Links :
    Advance Preparation :
  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Delivery Method : QAS Self Study
    Intended Participants : Anyone needing Continuing Professional Education (CPE).
    Revision Date : 01-Mar-2024
    NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
    Approved Audience :

    Video - NASBA QAS - NASBA Registry - 1777

    Keywords : Computer Software & Applications, Excel, Magic, Part 3, Automating, Data, Entry, Data, Feed, Video, cpe, cpa, online course
    Learning Objectives :

    Course Learning Objectives

    After this course, you will be able to:
    • Understand 4 situations we can automate data entries
    • Recognize 3 different ways to convert data in a PDF file to an Excel file
    • Identify 2 Excel functions to connect to online tables and refresh instantly
    • Master 11 essential text converting formulas in Excel to transform poor-formatted data in banking statements to analyzable data
    • Discover 2 methodologies in modern accounting systems that can integrate system data into Excel files

    Course Contents :

    Chapter 1 - Excel Magic (Part 3): Automating Data Entry with Data Feed

    Chapter 1 Review Questions


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