Employing Database Techniques in Excel-Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXSQLDR

database techniques in excel

Description:
Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this informative course, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. David shares techniques for working with your data in a variety of ways, such as 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 also provides an Excel workbook that includes most of the examples he uses during the webcast.

 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.

 Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.

Prerequisites: A familiarity with Excel.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: September 2018

Format:  On-demand webcast. Powerpoint handout covering video is included as well.
Run-Time: 1 hr; 44 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Describe data analysis tricks used to query text files and databases from within Excel.
  • Recall worksheet functions that can be used to summarize data extracted from databases and text files.
  • Identify how to implement the Table feature so that supporting formulas update automatically when database query results change.

 

 

Description:
Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this informative course, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. David shares techniques for working with your data in a variety of ways, such as 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 also provides an Excel workbook that includes most of the examples he uses during the webcast.

 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.

 Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.

Prerequisites: A familiarity with Excel.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: September 2018

Format:  On-demand webcast. Powerpoint handout covering video is included as well.
Run-Time: 1 hr; 44 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Describe data analysis tricks used to query text files and databases from within Excel.
  • Recall worksheet functions that can be used to summarize data extracted from databases and text files.
  • Identify how to implement the Table feature so that supporting formulas update automatically when database query results change.

 

 

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