Excel Data Management

Ensure that your Excel analyses rest on accurate, well-structured data. This course shows you how to import information from external sources, clean and standardize it, validate entries at the point of input, and protect worksheets from unauthorized changes. You will also learn how to organize data logically to support efficient reporting and modeling. Build a disciplined data management process that improves the reliability and usefulness of every subsequent analysis. (Note: This course is based on Microsoft Excel 365)
Format

PDF Course

Course Lists
Duration

1.5 Hours

Course Discounts
Education Bundles

Course Information

Author: Steven Bragg
Course Number: SP1016

Learning Objectives
  • Explain the characteristics of the ribbon system.
  • Describe the different types of files that can be imported into Excel, and their characteristics.
  • Identify the different types of commands that can be used to clean up data and extract data from a data set.
  • Specify the function keys that can be used to clean up data within a worksheet.
  • Identify the characteristics of a worksheet outline and how it can be used.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Computer Software & Applications
Prerequisites: Basic knowledge of Excel.
Advance Preparation: None
Latest Review Date: April 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. 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 the 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.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.