Excel Power User Module 10: Getting, Preparing and Summarizing Data

Overview

This session continues the discussion about external data and digs into the details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn how to retrieve data from simple text files; and prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts. This is part 10 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Highlights

• External data • Text files • Data preparation • Accounting system data • Getting graphic

Designed For

Accounting professionals who use Excel for Windows.

Objectives

• State the process for creating a PivotChart. • Recognize the option that imports external data directly into a PivotTable. • Recall which Excel feature creates a chart within a single worksheet cell.