Tuesday, November 8, 2016

Tomorrow: Applying Internal Control Techniques to Excel Spreadsheets

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Applying Internal Control Techniques to Excel Spreadsheets
November
 
9
1 pm - 2:40 pm ET
Presenter: David Ringstrom, CPA, Owner and Founder of Accounting Advisors, Inc.
Credits: CPE (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
 
Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets in this empowering presentation. By using a simple invoice form as a teaching aid, he demonstrates several ways you can control users' actions within an Excel spreadsheet, and how you can protect worksheets and workbooks from unauthorized changes.

David covers such topics as the IFNA, IFERROR, and ISERROR functions; the VLOOKUP function; the SUMIF function; the Data Validation feature; the Conditional Formatting feature; and hide and protect features.

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.
  • 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.

Course Reviews from Past Attendees

100% of attendees said they would recommend this course to others.
"Neat Excel tricks."
"Materials support the instruction provided, enabling use of this new information."
"The steps were shown on a slide first, then demonstrated in Excel and sometimes repeated a second time. This helped make it easy to follow on screen and work alongside in Excel."
"Slides were easy-to-follow; excellent examples and tips/tricks provided."
"Enjoyed the back-and-forth between slides and examples to explain excel formulas and functions."
"I've been using Excel for 18 years. Nice to see several features I had come across but not really used before."
"A lot of information covered, instructor went back over steps."
"Material is very useful."
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom is an author and nationally recognized instructor who teaches scores of webinars each year and provides Microsoft Excel training and consulting services nationwide. Mr. Ringstrom's Excel courses are based on 25 years of consulting and teaching experience.
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