Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this outstanding presentation, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. Once your data is in Excel, you can work with it 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’ll draw 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.

• Using the SUMIFS function to sum values based on multiple criteria.
• 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.
• Using the Table feature to enable supporting formulas to update automatically when your database query results change.
• Using the SUMIF function to summarize data based on a single criterion.
• Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks.
• Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
  

Learning Objectives