SQL For Excel Users (Sold Out)

Date: Thursday, August 27, 2020
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Working with databases, such as Microsoft Access and Microsoft SQL Server, as well as raw data in text files, can be intimidating to Excel users. In this live presentation, Excel expert David Ringstrom, CPA, shows you how to access the data you need and input it into Excel. Once your data is in Excel, you then can work with it a variety of ways, including using worksheet functions to summarize data extracted from databases and text files.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Should Attend
Excel users interested in learning data analysis tricks used to query text files and databases from within Excel.

Topics Covered

  • Reviewing three different ways to refresh queries you've embedded within Excel spreadsheets
  • Linking data from text files to Excel spreadsheets by way of Microsoft Query
  • Previewing the results of a query in Microsoft Query before you send the data to Excel
  • Removing automatic links between tables within a query in Microsoft Query
  • Establishing links manually between tables in Microsoft Query to relate data from multiple sources together
  • Adding tables to existing queries within Microsoft Query
  • Importing tables from Microsoft Access into Excel, even if you don't have Microsoft Access installed on your computer
  • 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
  • Previewing the results of a query in Microsoft Query before you send the data to Excel
  • Linking data from text files to Excel spreadsheets by way of Microsoft Query
  • Setting queries from other sources to refresh automatically

Learning Objectives

  • Identify data analysis tricks that are used to query text files and databases from within Excel

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
A basic understanding of Excel.

Advance Preparation
None

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