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The WSCPA office will be closed Friday, December 1st for a staff training day.

Please contact us via online chat and we will respond to you as soon as possible on Monday, December 4.

Manipulating Text ON DEMAND

Available Until

Your Desk

1.0 Credits

Member Price $29.00

Non-Member Price $33.00


This course covers manipulating text data in Excel. The course focuses on Text functions, such as LEN, TEXTJOIN and SEARCH. It also examines some Math & Trig rounding functions and shows how to fix errors that result when data is imported. Flash Fill is also covered. This course is designed for intermediate users of Excel who either deal with a lot of data or are frequently downloading data. This course covers simple to advanced functions and includes new functions that are only available in Excel 2019 and/or Office 365. Functions covered include: LEFT, RIGHT, MID, LEN, FIND, CONCATENATE, CONCAT, TEXTJOIN, IFERROR, TRIM, CLEAN, UPPER, LOWER, PROPER, SUBSTITIRE, NUMBERVALUE, TIMEVALUE, DATEVALUE, ROUND, ROUNDUP, ROUNDDOWN, MROUND, FLOOR, CEILING.


Counting Characters. Error Functions. Importing Data. Rounding Values.



Designed For

CPAs and other accounting, financial, and business professionals who want to extend their knowledge with Excel.


Recognize different functions and how to use them to extract and join text strings. Identify and apply the Flash Fill feature. Recognize how to fix error messages in a worksheet. Recognize how to import and clean data. Recognize the different functions available to round values.






Leader Bios

Patricia McCarthy, Western CPE

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.

She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.

Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.

Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.

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Non-Member Price $33.00

Member Price $29.00