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Streamline your workflow by automating data extraction, transformation, and visualization.
This course provides a comprehensive guide to automating data-heavy reporting workflows in Excel by replacing manual copy-paste processes with robust external data connections. It covers techniques for retrieving data from the World Wide Web, Microsoft Access databases, and various text file formats, including CSV and fixed-width files. The curriculum emphasizes the ETL process—extracting, transforming, and loading data—while demonstrating how to use advanced functions like VLOOKUP, INDEX/MATCH, and text manipulation to prepare data for professional reports. Finally, the course explores graphical presentation methods, including pivot charts, conditional formatting, and sparklines, to effectively communicate data insights.
Topics Covered:
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.