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100-minute live streaming program
  • March 20
  • 1:00 - 2:40 pm EST

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Tips on Reducing Mistakes in Excel® Spreadsheets

March 20

Avoid errors, potential data entry mistakes and rectify incorrect data with some easy to use techniques and commands.

Many ExcelŽ users set up their own worksheets and, although they might be frequent users of this powerful software, overlook more efficient ways of using validation controls to ensure the accuracy of their data collection efforts. If they are getting their data from other sources, they might not always like the way the incoming data is structured and formatted and they need quick ways to get that data into the shape most useful to them.

This topic helps ExcelŽ users in two major ways: 1) reduce the potential mistakes created during data creation by establishing validation controls that can limit the scope of data, provide pick lists with drop arrows, and ensure that certain fields contain unique entries; 2) use various ExcelŽ commands and techniques to restructure data, reformat data displays, and rectify incorrect data.

Learning Objectives

  • You will be able to explain how to use text functions to extract data from long entries.
  • You will be able to describe and guarantee that all entries within a list are unique.
  • You will be able to discuss how to get rid of problematic extra spaces that prevent efficient data matching.
  • You will be able to review how to manage leading zeroes in zip, numerical, and text codes.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Using ExcelŽ Commands to Control Data Input
  • Require That Numerical Data Entered Falls Within Specified Limits
  • Provide Pick Lists to Accelerate Data Entry Chores and Ensure Accuracy
  • Guarantee That All Entries Within a List Are Unique
  • Manage Leading Zeroes in Zip, Numerical and Text Codes
Adjusting Data Layout
  • Move and Insert Rows and Columns of Data With a Simple Drag
  • Quickly Convert Row-Column Layouts Into Column-Row Layouts
  • Split Improperly Grouped Data (Like City, State, Zip in the Same Column) Into Separate Columns
  • Convert Data With Trailing Minuses to Negative Entries
  • Combine Data From Different Columns via Concatenation
Changing Data Content
  • Use Text Functions to Extract Data From Long Entries
  • Get Rid of Problematic Extra Spaces That Prevent Efficient Data Matching
  • Adjust All Uppercase Text so That Just First Characters Are Capitalized
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

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  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CAPP/CAPA
     
  • This is an IAPP qualifying continuing education activity.
     
  • CPE 2.0 including Computer Software & Applications 2
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 2.0 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 2.0 hours.
     

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for CPAs, accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents and vice presidents, finance professionals, tax preparers and bookkeepers.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Dennis Taylor

Dennis Taylor

Taylor Associates

  • Founder of Taylor Associates
  • More than 20 years of experience working with ExcelŽ
  • Taught thousands of classes and seminars throughout the United States and Canada
  • Presented more than 500 ExcelŽ webinars and is the author or co-author of six books on spreadsheet software
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Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 405722
Published 2017, 2019
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