Streamlining Data Entry in Excel (Video) (Course Id 2657)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), especially CPAs and accounting professionals who use Excel regularly.

• What is this course about or what problem does this course solve?
  The course addresses the often tedious and repetitive nature of spreadsheet data entry, providing techniques to streamline and automate tasks in Excel.

• How can the knowledge from this course be used?
  Learners can apply Excel features such as AI-based data conversion, Flash Fill, Text to Speech, and worksheet functions to increase data entry efficiency and accuracy.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Efficient data handling in Excel can save time, reduce errors, and improve workflow, making this knowledge essential for accounting professionals managing large datasets.

• When is this course relevant or timely?
  This course is particularly relevant now, as newer Excel features like those in Microsoft 365 and Power Query provide significant upgrades to traditional data entry methods.

• How is a course like this consumed or used?
  This self-study course is delivered through video, includes handouts and an Excel workbook, and is completed by passing a final exam for CPE credit.

Spreadsheet work can present what seems like unavoidable data entry tasks, but thankfully there are often ways to avoid or at least minimize drudgery. In this presentation author and Excel expert David H. Ringstrom, CPA, empowers you to work smarter rather than harder. You'll learn how to use AI in Excel to convert pictures or PDF into editable data, and to combine or separate data into columns. David will show how to use worksheet functions to transform text, as well as how to use the Text to Speech command to have Excel read your data entry aloud to you so that you can cross-check it efficiently back to the original source.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Video - NASBA QAS - NASBA Registry - 2657

Course Learning Objectives

• State which feature in Excel allows you to combine two or more columns together.
• State which version(s) of Excel offer the ability to extract data from PDF files by way of Power Query.
• State the functionality that the Flash Fill feature offers.

Chapter 1 - Streamlining Data Entry in Excel

Chapter 1 Review Questions

Key Terms