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Course Description

In this valuable presentation, Excel expert David Ringstrom, CPA, shows you how to extract data from databases, such as Access or SQL Server, as well as text files and then transfer that data into Excel. Once your data is in Excel, you then can work with it a variety of ways, including using worksheet functions to summarize data, querying text files and databases from within Excel, creating self-updating links to databases and other data sources, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Who Would Be Interested in This Course:

Excel users interested in learning data analysis tricks to query text files and databases from within Excel.

Topics Covered:

Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
Understanding what SELECT, FROM, WHERE, ORDER BY, and TOP mean within SQL statements.
Using the SUMIF function to summarize data based on a single criterion.
Using the COUNTIF function to determine the number of times an item appears on a list.
Implementing the SUMIFS function to sum values based on multiple criteria.
Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
Using Microsoft Query to extract data from Access databases.
Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
Removing automatic links between tables within a query in Microsoft Query.
Applying sort criteria to queries you’ve established in Microsoft Query.
Linking data from text files to Excel spreadsheets by way of Microsoft Query.
Adding new data sources to Microsoft Excel so you can extract data from text files.

Key Takeaways

Identify how to sum values based on a single criterion and on multiple criteria.
Recall how to use Microsoft Query to get data from one workbook into another.
Recognize how to duplicate columns, rows, or cells within an Excel worksheet.

Suitable For

Tax Attorney
Tax Practitioners
Accountant
CPA - Small Firm
CPA - Mid Size Firm
CPA (Industry)
Tax Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Director (Industry)
Senior Accountant
Entrepreneurial Accountant
Tax Managers
Tax Preparer
Staff of Accounting Firm
CPA & CPA staff at all levels
Certified Fraud Examiner
Payroll Compliance Practitioner
Certified Payroll Manager
Certified Senior Advisor
Certified Financial Planner
Certified Professional Bookkeeper
Certified Valuation Analyst
Certified Information Technology Professionals
Certified Financial Forensics

Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs
2 CPD credit of Canadian CPAs

FAQ

Excel Accountant Courses are online.
The self-study webinar format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

Excel Accountant division of MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

David Ringstrom, CPAChartered Professional Accoutants

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and m

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

ore. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

4.5

Average Rating

54%

38%

Andrea Garvin Sep 30th, 2024

good

Mackenzie Studebaker Jun 11th, 2024

I always learn something new when watching an Excel Accountant course. Thank you, David!

Gini Christensen Feb 18th, 2023

These tips will be very helpful diving deeper into queries!

Charles Horne Dec 31st, 2022

Very informative and clearly communicated.

Larry Rothman Apr 30th, 2022

Impeccable preparation, well paced re-enforced concepts that do not shy away from geeked-out topics, all sum up for an exceptional Excel database course. If only you provided CPE for similarly brilliant Tableau courses....

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Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.5

Andrea Garvin Sep 30th, 2024

Mackenzie Studebaker Jun 11th, 2024

Gini Christensen Feb 18th, 2023

Charles Horne Dec 31st, 2022

Larry Rothman Apr 30th, 2022

Details

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SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.5

Andrea Garvin Sep 30th, 2024

Mackenzie Studebaker Jun 11th, 2024

Gini Christensen Feb 18th, 2023

Charles Horne Dec 31st, 2022

Larry Rothman Apr 30th, 2022

Details

Popular Category

Excel Courses

Building Resilient Budget Spreadsheets

Minimizing Errors within Excel Spreadsheets

Automating Excel-based Financial Statements

Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

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