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

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.

Course Learning Objectives

• 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