Data Management Best Practices in Excel®

Lorman Education Services
Training overview
Professional Course
1.5 hours

Course description

Data Management Best Practices in Excel®

Data Management Best Practices in Excel®

Learn the best ways to use these tools: Validation, Tables, Sort, Filter, Subtotal, Text to Columns, and more … Microsoft® says that up to 70% of users surveyed use Excel® to maintain a database or large lists. To be truly proficient in Excel®, you must be familiar with these tools to manage data efficiently. Managing data is becoming more important than ever as data collection is more automated and you’re getting swamped with tons of data. But what can you do with all that data? You need to know how to rearrange the data (Sort), see just what you want to see (Filter), create quick summaries (Subtotals), restructure fields containing too much data (Text to Columns) and eliminate redundant records (Remove Duplicates). If you are setting up a new list, you need to become familiar with the best ways to lay out your data, how to take advantage of Excel®’s Table feature, and how to use the powerful validation tools that not only keep out bad data from the start, but also drastically reduces data entry drudgery with drop-down clickable lists.

Learning Objectives

  • You will be able to discuss database design concerns.
  • You will be able to review creating automatic subtotals with the subtotal feature.
  • You will be able to explain how to use the powerful filter command to view just the data you want to see.
  • You will be able to identify other data tools.

  • Want to find out more?

    Who should attend?

    This live webinar is designed for business owners and managers, accounting and financial professionals, administrative professionals, analysts, bookkeepers and accountants.

    Training content

    • Database Design Concerns
    • Repeating Fields; Too Much Data in One Column; Name Entries; Erratic Data/Time Entry
    • Using Excel® Tables for Database Data – Advantages and DisadvantagesData Validation
    • Restrict Cell Content by Forcing Users to Select Entries From a Pick List
    • Restrict Cell Content by Value, Text, or Date/Time
    • Restrict Cell Content by Formula
    • Use Auditing Tools to Check the Validity of Existing DataTables
    • Convert Existing Data Into a Table
    • Formatting Tables and Using Automatic Expansion FeaturesSorting
    • Use Multiple-Key Sorts From the Menu or From Button Commands
    • Sort Based on Rearranging Rows or Rearranging Columns
    • Sort Based on Cell Colors or in Random Order
    • Sort Data Based on the Order of a Custom ListCreating Automatic Subtotals With the Subtotal Feature
    • Set up Single and Multiple-Level Subtotals
    • Expand and Collapse Displays Quickly With Grouping and Outlining SymbolsUsing the Powerful Filter Command to View Just the Data You Want to See
    • Set up Filtering to See and Print a Subset of Data
    • Create Compound Selection Criteria for Filtering Data
    • Use Excel®'s Greatly Expanded Special Filtering Tools for Text, Number, and Date Fields
    • Use the Advanced Filter for Unusual Filtering When Complex Criteria Are NeededOther Data Tools
    • Use the Text to Columns Command to Split Data Into Multiple Columns
    • Use the Remove Duplicates Command to Eliminate Redundant RecordsDatabase Analysis Tools
    • Using SUMIF and COUNTIF and Related Functions for Quick Data Analysis

    Costs

    The cost of this Data Management Best Practices in Excel® live webinar is $199 per participant.

    About Lorman Education Services

    Lorman Education Services

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    Lorman Education Services

    Lorman Education Services
    2510 Alpine Road
    54702 Eau Claire Wisconsin

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