On Demand

Mastering Text Manipulation in Excel


This course is not just a learning opportunity; it’s an investment in your professional growth as a CPA. This course will provide you with an understanding of advanced Excel techniques that will help to make data usable, elevate the quality of your reporting, increase data accuracy, and save you time. In a world where data analytics is often integral to your daily duties, understanding the most common text formulas so you can manipulate text effectively will help differentiate your skillset.


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SKU: TE004 Category: Tag:


In this course you will learn to effortlessly manage and transform text data within Excel. Key functions such as LEN, LEFT, RIGHT, and MID to extract, manipulate, and format text will be explored. You will be able to join text strings together and, eliminate unwanted spaces with TRIM, and alter text case using the UPPER, LOWER, and PROPER functions. Additionally, you will hone your skills in locating and replacing text with FIND, SEARCH, SUBSTITUTE, and REPLACE. TEXTSPLIT will allow you to separate text into multiple cells and you will learn to use Excel’s built-in artificial intelligence (AI) capabilities to harness the power of FLASHFILL.

By the end of this course, you will be able to:

  • Apply essential text functions: You will be proficient in applying essential text functions in Excel, including LEN, LEFT, RIGHT, and MID, to extract text data effectively.
  • Execute efficient text concatenation: You will learn how to execute efficient text concatenation and merging of text from different cells using CONCATENATE and the & operator as well as TEXTJOIN.
  • Perform text cleanup and formatting: You will gain the skills to perform data cleanup by removing extra spaces with TRIM and formatting text with functions like UPPER, LOWER, and PROPER, ensuring consistency and professionalism in your data.
  • Perform advanced text manipulation: You will be able to perform advanced text manipulation tasks, such as locating and replacing specific text within strings using FIND, SEARCH, SUBSTITUTE and REPLACE functions.
  • Effectively separate data with TEXTSPLIT: Master the technique of effectively separating text strings into distinct cells using the TEXTSPLIT function, facilitating the management of complex data structures like addresses or lists.
  • Integrate text manipulation techniques: Skillfully integrate the text manipulation techniques covered in this course, combining them within nested functions to achieve complex data transformation and analysis goals in Excel.