Friday, November 4, 2016

Designing Error-Proof Spreadsheets in Excel

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Designing Error-Proof Spreadsheets in Excel
November
 
21
1 pm - 2:40 pm ET
Presenter: David Ringstrom, CPA, Owner and Founder of Accounting Advisors, Inc.
Credits: CPE, IRS EA (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
Course Reviews: View Testimonials
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Course Description
 
In this informative webcast, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets. You'll also discover techniques for auditing spreadsheets created by others.

David thoroughly covers and explains the uses of several Excel features, including the Hide and Protect feature, the Conditional Formatting feature, the Table feature, the Data Validation feature, and the Custom Views feature.

In addition, he compares and contrasts the IFNA, IFERROR, and ISERROR functions and shares a simple design technique that will improve the integrity of Excel's SUM function.

David demonstrates techniques by using the version of Excel in use by the majority of attendees for this presentation. Typically, this means he teaches from Excel 2010 or 2013, but his handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts 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. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes a majority of the examples he uses to demonstrate techniques during the presentation.

Topics Typically Covered:
  • 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.
  • Get a jump start on spreadsheet projects by using free, prebuilt templates in Excel.
  • Learn a simple design technique that greatly improves the integrity of Excel's SUM function.
  • Learn design techniques that minimize errors.
  • Learn how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations.
  • Learn the risks of linked workbooks, determine if a workbook contains links, and see how links can hide within Excel features.
  • Make it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so.
  • Minimize ongoing spreadsheet maintenance with Excel's Table feature.
  • Preserve key formulas using hide and protect features.
  • Switch between Custom Views by way of a hidden drop-down list you can enable on Excel's Quick Access Toolbar.
  • Toggle the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Use Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Use Conditional Formatting to identify unlocked cells into which data can be entered.
  • Use Excel's Custom Views feature to make a single set of data serve multiple purposes.
  • Utilize Data Validation to limit percentages entered in a cell to a specific range of values.

Course Reviews from Past Attendees

96% of attendees said they would recommend this course to others.
"The handouts provided will be GREAT reference tools for the future. The pace of the webinar was perfect."
"Lots of good information."
"I actually learned excel tips I can utilize. I am an advanced Excel user and so many of the courses I attend do not really go beyond look-ups and pivot tables."
"I liked everything. Very informative."
"Great information. We have many spreadsheets set up for clients and it will be nice to set up more user friendly spreadsheets."
"I learned a lot about the error messages! I'm a self taught Excel learner and it explained a lot of things I've had questions about. There was a lot of information so I will go back and listen to the audio recording to really understand and be able to apply what I learned."
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom provides Microsoft Excel training and consulting services nationwide. He frequently presents on Microsoft Excel at webinars and conferences, regularly publishes articles about spreadsheets, and has edited dozens of books on accounting software.
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Upcoming Webinars
Real-Time Reporting Using the 3 Rs
November 8 at 1 pm ET
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Applying Internal Control Techniques to Excel Spreadsheets
November 9 at 1 pm ET
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VLOOKUP and SUMIFS Excel Functions
November 10 at 3 pm ET
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