Tuesday, November 28, 2017

Tomorrow: Applying Internal Control Techniques to Excel Spreadsheets

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Applying Internal Control Techniques to Excel Spreadsheets
November
 
29
1 pm - 2:40 pm ET
Presenter: David Ringstrom, CPA, author and nationally recognized Excel instructor
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 every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He'll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.

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.
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function.
  • Go behind the scenes in a workbook to check for worksheets that can't be viewed or hidden from Excel's primary user interface.

Course Reviews from Past Attendees

100% of attendees recommend this webinar.
"Covered a lot of ground, learned some new things."
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
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