You’ll learn from Excel expert David Ringstrom, CPA, how to establish internal controls within your Excel spreadsheets in this valuable presentation. David demonstrates how to implement several Excel features and functions in order to control users’ actions within your spreadsheets as well as protect your worksheets and workbooks from unauthorized changes.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
- Apply the Conditional Formatting feature to identify unlocked cells
- Recall how to protect sensitive information in your worksheets
- List the uses of Excel’s Data Validation feature
Areas Covered in the Session :
- Protecting hidden sheets from within a workbook.
- Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
- Creating self-expanding drop-down lists with Excel’s Data Validation feature.
- Using Excel’s IF function to make certain fields appear blank until a required input is provided.
- Preserving key formulas using hide and protect features.
- Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
- Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
- Using Excel’s IFERROR function to mask # sign errors, such as #N/A.
- Protecting sensitive information by hiding formulas within an Excel workbook.
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
- Overcoming VLOOKUP’s quirks by using the SUMIF function to look up numeric values.
- Limiting users to entering whole numbers in a worksheet cell by way of Data Validation.
Who Should Attend:
- Excel Users
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Government Personnel
- Every Practitioner who wish to learn how to create error-free Excel spreadsheets