The course is presented in three parts.

First, the course introduces the concept of automatically connecting to the external data sources with latest technologies, in order to saving time by avoiding manual data entry as much as possible.

Next, the course raises 4 areas where data entry can be automated. They are when:

o Source is PDF files

o Source is Online Tables

o Source is Banking Statements

o Source is Accounting Software

Last, we demonstrate how to connect to external data so as to obtain the real-time update of data – all without typing. They include:

o Converting PDF files to Excel files

o Connecting to online data

o Converting data using Excel formulas

o Integrating with accounting system data

Course Search Keywords

- Data entry

- Data Feed

- Data Type

- Big data

- IoT (Internet of Things)

- Cloud computing

- Machine learning

- Artificial intelligence

- OCR (Optical Character Recognition)

- on-premise software

- Application Programming Interface

Prerequisites and Advanced Preparation

● Basic Excel knowledge

● Example: be able to open one Excel file and connect to external data files, etc.

Learning Objectives

● Understand 4 situations we can automate data entries

● Recognize 3 different ways to convert data in a PDF file to an Excel file

● Identify 2 Excel functions to connect to online tables and refresh instantly

● Master 11 essential text converting formulas in Excel to transform poor-formatted data in banking statements to analyzable data

● Discover 2 methodologies in modern accounting systems that can integrate system data into Excel files