Expediting Excel: Spreadsheet Internal Controls
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well.
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In this informative session, Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets. David uses a simple invoice form as a teaching aid to demonstrate various ways to control users’ actions within an Excel spreadsheet and to protect worksheets and workbooks from unauthorized changes.
David’s courses are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. His detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. In addition, he provides an Excel workbook that includes a majority of the examples he uses during each session.
David’s materials cover Excel 2016, 2013, 2010, and 2007. During live presentation, he teaches from the version of Excel the majority of attendees are using. Custom materials tailored to a specific version of Excel may be available upon request.
- Compare and contrast IFNA, IFERROR, and ISERROR functions and learn which versions of Excel support these worksheet functions.
- Create an in-cell list by way of Excel’s Data Validation feature.
- Create resilient SUM functions that won’t break when users insert additional rows.
- Ensure proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
- Make it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so.
- Overcome VLOOKUP’s quirks by using SUMIF to look-up numeric values.
- Preserve key formulas using hide and protect features.
- See how Excel’s Table feature can minimize ongoing spreadsheet maintenance.
- Toggle the Locked status of a worksheet cell on or off by way of a custom shortcut.
- Use a custom number format to hide zero amounts within a specific area of a spreadsheet.
- Use Conditional Formatting to color-code your data, identify duplicates, and apply icons.
- Use Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
- Use Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
- Utilize Data Validation to limit percentages entered in a cell to a specific range of values.
By attending, you will understand how to even more effectively
- Use lookup formulas to look up data automatically from lists.
- Use Excel’s Table feature to future-proof elements of your spreadsheet.
- Use Excel’s Data Validation feature to restrict data entry to a list of permissible choices
Why Should you Attend
Attend this webinar to learn about techniques that allow you to audit Microsoft Excel workbooks. This webinar covers areas such as: Excel's Data Validation feature, VLOOKUP function, Worksheet and Workbook protection, Excel's Very Hidden worksheet feature.
Who Will Benefit
- Finance specialists
- CPAs and CFA
- Bankers and Financial Analysts
- Statisticians and Quantitative Researchers
- Practitioners who develop spreadsheets for other to use, as well anyone seeking to simplify data entry