Exploring Excel: Establishing Spreadsheet Internal Controls

Why Should You Attend:

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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Learning Objectives:

• Learn which Excel features you can implement to control users’ actions and protect your worksheets and workbooks from unauthorized changes.
• Use Excel lookup functions to find and access data automatically from lists.
• Apply Excel’s Table feature to future-proof elements of your spreadsheet.
• Define how to use Excel’s Data Validation feature to restrict data entry to a list of permissible choices.
• Learn how to hide zero amounts in specific areas of a spreadsheet.
• Use the Conditional Formatting feature to identify unlocked cells into which data can be entered.

Areas Covered in the Webinar:

Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.

• Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.
• Using Conditional Formatting to identify unlocked cells into which data can be entered.
• Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
• Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
• Creating an in-cell list by way of Excel’s Data Validation feature.
• Creating resilient SUM functions that won’t break when users insert additional rows.
• Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
• Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
• Protecting sensitive information by marking key worksheets as VeryHidden.
• Using Excel's IFERROR function to mask # sign errors like #N/A.
• Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.

Who Will Benefit:

• Accountants
• CPAs
• CFOs
• Controllers
• Excel User
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Marketers
• Government Personnel

David H Ringstrom, CPA
Owner, Accounting Advisors, Inc

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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