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Working with Downloaded Data - Manipulating Text and Numbers (Course Id 2809)

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Author:

Joseph P Helstrom, CPA

Course Length:

Pages: 39 ||| Word Count: 9671 ||| Review Questions: 6 ||| Final Exam Questions: 8

CPE Credits:

1.5

IRS Credits:

0

Price:

$13.45

Passing Score:

70%

Course Type:

Text
Working with Downloaded Data - Manipulating Text and Numbers - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course teaches how to manipulate and convert text formatted data in Excel, including numbers and dates downloaded in inconsistent formats.

  • Teaches how to use Text to Columns and various Excel text functions to convert text formatted numbers into usable formats.
  • Covers how to clean and transform raw downloaded data, such as figures formatted with trailing symbols, into standard numeric values.
  • Applies to organizing downloaded data into formats suitable for analysis and reporting.
  • Worth 1.5 CPE credits in Computer Software and Applications as a self study course, requiring an 8 question final exam preceded by 6 review questions and a 70% passing score.

Frequently Asked Questions:

The Working with Downloaded Data Manipulating Text and Numbers course teaches how to use Text to Columns and functions such as TEXTSPLIT to convert text formatted numbers and dates into values Excel recognizes.

This course covers functions including MID and TEXTSPLIT for extracting specific characters from a text string.

This course explains how to join text together using CONCAT and TEXTJOIN, along with the ampersand operator.

This course covers functions such as TRIM and CLEAN to remove unwanted characters and formatting from imported text.

This course is a NonTechnical, self study text course worth 1.5 CPE credits in Computer Software and Applications, requiring an 8 question final exam preceded by 6 review questions (optional), with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

This course covers the Excel tools and techniques needed for dealing with data that is in a text format when downloaded. It also discusses how to manipulate text and numeric data and ways to present it in a more user and Excel friendly manner. If you have ever downloaded a number such as $34.00- or $34.00CR and needed to convert it to a number then this is the course for you. 

This course includes discussions on: 

  • Converting numbers and dates formatted as text to numbers using Text to Columns and Excel text functions such as TEXTSPLIT(). 
  • Extracting specific characters from text or a number using functions such as MID() and TEXTSPLIT().
  • Concatenating text and numbers together using CONCAT() or TEXTJOIN()
  • Cleaning data using TRIM() and CLEAN()
  • Changing case of text with PROPER() and UPPER() and LOWER()
  • Counting characters in a string using LEN()
  • Using other text functions such as DATEVALUE(), TIMEVALUE, FIXED and REPLACE
  • Functions covered include: LEFT, RIGHT, MID,LEN, EXACT,FIND, FIXED, REPLACE, SUBSTITUTE, CONCATENATE, CONCAT, TEXTJOIN,TEXTBEFORE,TEXTAFTER, TRIM, CLEAN, UPPER, LOWER, PROPER, SUBSTITUTE, NUMBERVALUE, TIMEVALUE,DATEVALUE.

This course provides step by step instruction. It also provides an exercise file. In some cases, an answer sheet is also provided in the file.

Usage Rank:

20000

Release:

2026

Version:

999

Prerequisites:

Excel Version: Microsoft 365

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

03-Apr-2026

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.

Keywords:

Working with Downloaded Data - Manipulating Text and Numbers - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

At the conclusion of this course, you should be able to:
  • Recognize the methods used to convert numbers formatted as text to numeric values and dates formatted as text to date values recognized by Excel
  • Recognize functions used to split or extract text from a string
  • Identify process of joining text together and recognizing different concatenation functions
  • Recognize the uses of Text to Columns
  • Identify how to evaluate text using functions such as LEN()
  • Recognize functions available to clean and format text

Course Contents:

Chapter 1 - Working with Downloaded Data - Manipulating Text and Numbers

Course Learning Objectives:

Overview

Numbers Formatted as Text

Ways to Convert Text to a Value -Text to Columns

Ways to Convert Text to a Value: =VALUE()

Ways to Convert Text to a Value – Trace Error

Ways to Convert Text to a Value – Paste Special

Text to Columns

TEXTSPLIT()

Commonly Used Text Functions to Extract Characters

LEFT()

MID() Let’s display the middle 12 characters of the contents in cell A1.

RIGHT()

TEXTBEFORE() and TEXTAFTER()

Concatenate Functions

CONCATENATE() and CONCAT()

AMPERSAND

TEXTJOIN()

Concatenation and Dates

Combining Text Functions and an IF Function

Review Questions

Evaluating Text using LEN

Other Useful Text Functions

UPPER()

PROPER()

EXACT()

FIND()

REPLACE()

SUBSTITUTE()

TRIM()

CLEAN()

DOLLAR() and FIXED()

FIXED()

Working with Dates

Text to Columns

DATE VALUE()

TIME VALUE()

Summary

Review Questions

Link for Spreadsheet

Glossary

Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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