Exploring Excel: Accessing Data from SQL, Databases and Text Files

Why Should You Attend:

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 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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Learning Objectives:

• List data analysis tricks used to query text files and databases from within Excel.
• Apply worksheet functions to summarize data extracted from databases and text files.
• Apply the Table feature so that supporting formulas update automatically when database query results change.
• Learn to sum values based on a single criterion and on multiple criteria.
• Learn how to use Microsoft Query to get data from one workbook into another.
• Learn how to duplicate columns, rows, or cells within an Excel worksheet.

Areas Covered in the Webinar:

• Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks.
• Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
• Using the COUNTIF function to determine the number of times an item appears on a list.
• Duplicating columns, rows, or cells within an Excel worksheet.
• Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
• Using the SUMIF function to summarize data based on a single criterion.
• Using the SUMIFS function to sum values based on multiple criteria.
• Using the Table feature (List feature in Excel 2003) to enable supporting formulas to update automatically when your database query results change.

Who Will Benefit:

• Accountants
• CPAs
• CFOs
• Controllers
• Excel User
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Marketers
• Government Personnel

David H Ringstrom, CPA
Owner, Accounting Advisors, Inc

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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