Excel – Working with Downloaded Data

This event resulted in becoming a private, customized webinar for a group and is now closed for open registrations.
It has been rescheduled to March 11, 2021. Contact Us-Click Here-with any questions.

Registration Fee – $49

February 17, 2021 – 10:00 am – 12:00 Noon PST (2.0 CPE)
Level: Intermediate
Prerequisites: A good understanding of Excel basics
Advance Preparation: None
Field of Study: Technical
Handout Materials: All files and notes available for download. See below


Much of the data we work with comes from sources outside of Excel which are commonly referred to as downloaded data or imported data. This can be from your company’s internal accounting or other system or systems outside the company, including websites and web portals.

The main focus of this webinar is to present concepts working with this data getting it into a workable format for your purposes. In other words: importing, cleansing and manipulating, and creating reports. This webinar is an enhanced version of another topic titled Working with Bad Downloads.

This course will start with Excel basics that will be used later in the webinar and then quickly move to features that are specific to working with this data. This course assumes the attendee has a working knowledge of formulas and functions to ensure the user is taking advantage of the full power of these features. All exercises will use real-world problems and how to save time and reduce errors. All attendees will learn new concepts regardless of their current skill level. The materials covered will help achieve the objectives of Zero Time Reporting and to help the attendee to “Excel at Excel”.

Handout Materials:
All the files used in presenting these topics will be available for download before the webinar. The files will contain instructions on how to use the concept which includes the presenter’s notes as well as the formulas used in working with the data. The files will remain available online until March 31, 2021.

Jim Colville, Bio
Jim began working with spreadsheets with Lotus 1-2-3, v1a and then with Excel v3, and soon thereafter v4. He learned very early the power of Excel and how to be super productive in solving problems, creating business solutions and enhancing reporting in his CPA practice.

Seeing the business opportunity in educating others in using Excel he began his own PC training company teaching over 20,000 users over a period about four years. The training evolved into a consulting company offering specific solutions to companies and corporations by combining training combined with project challenges which resulted in powerful solutions. A by-product of this is Jim’s Zero Time Reporting, once the data is entered (or imported) the report is done.

Jim has authored well over Excel 500 courses, both as training materials and solution based Excel products for companies, corporations and nonprofit organizations. Many of these later became the foundation of web based articles and solutions under the the name of Info-Stat.com . With the saturation of Internet based Excel websites and Jim’s commitment to his CPA business the Info-Stat website was allowed to sunset. With his retirement from his CPA practice in 2019, Jim has revitalized his web-based activities in by writing articles, creating Excel files that offer solutions, revitalizing Info-Stat.com and more importantly, educational webinars through AEI. Excel has changed dramatically over the years and the new course and webinar offerings significantly modernize the Excel materials including, but not limited to, business and artificial intelligence.

Of major significance is the evolution of Jim’s education activities from a local San Diego PC training company to a national and world wide based company with Internet based products, both website and webinar offerings.