Excel Data Management (CPE Course)

CPE Credit: 1.5 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $15


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Course Description
A central concern when using Excel is whether the data being used is sufficiently clean and well-organized to be useful for further analysis. In the Excel Data Management course, we cover the importing of data from other sources, cleaning it, validating data at the point of data entry, protecting it from unauthorized changes, and organizing it properly. The outcome is much more reliable data, which improves the quality of any subsequent analyses conducted on the data. (Note: This course is based on the desktop version of Excel 2019, but its contents are generally applicable to the users of earlier versions of Excel)


Author: Steven Bragg

Course Number: SP1016

Learning Objectives

  • Explain the characteristics of the ribbon system.

  • Describe the different types of files that can be imported into Excel, and their characteristics.

  • Identify the different types of commands that can be used to clean up data and extract data from a data set.

  • Specify the function keys that can be used to clean up data within a worksheet.

  • Identify the characteristics of a worksheet outline and how it can be used.

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Specialized Knowledge

Prerequisites: Basic knowledge of Excel.

Advance Preparation: None

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.


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AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.


AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.