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Improve the integrity of spreadsheets with Excel's VLOOKUP function.
Future-proof VLOOKUP by using Excel's Table feature instead of referencing static ranges.
Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions.
Minimize ongoing spreadsheet maintenance with Excel's Table feature.
Specify a range of whole numbers that a user can enter in a worksheet cell.
You'll not only learn how to control a user's actions, but you'll also learn how to make your spreadsheets as future-proof as possible. You'll also learn techniques that can significantly save you time when making a spreadsheet as "user-proof" as possible
CFOs
Controllers
Investment Analysts
Financial Analysts
Business Analysts
Forecasting & Planning
M&A Specialists (Mergers & Acquisitions)
Risk Managers
Strategic Planners
Capital Expenditure Planners
Cost Accountants
Managerial Accountants
The session will lead off with a discussion of look-up formulas in Excel. Spreadsheet-based data is often dynamic, so functions such as VLOOKUP help spreadsheet stay resilient and minimize future maintenance. However, VLOOKUP can easily trigger errors such as #N/A or #REF!, so you’ll see how to contain these errors to avoid ripple effects through your entire workbook. One of the biggest risks within spreadsheets is the need to circle back and rewrite formulas because an unexpected amount of additional data was added to a spreadsheet. You’ll see how the Table feature in Excel can future-proof Excel spreadsheets so that you can create resilient set-and-forget formulas in Excel. Documenting proper use of spreadsheets can be tedious, and most users don’t have the time to reference external instructions. Instead you’ll see how to use Data Validation to control a user’s actions and document the spreadsheet all at once. Crafty users can by-pass Data Validation but Excel has a hidden audit step you can apply to easily determine when someone has “colored outside the lines” in your spreadsheet.
Locking spreadsheets down is often a tedious and frustrating exercise, because it’s important to lock all formulas and cells that you don’t want the user to change, but also be sure to unlock any cells you do want the user to be able to modify. You’ll learn now to toggle the locked/unlocked status of cells with a keystroke, and then see how to use Conditional Formatting in Excel to determine the locked/unlocked status of your entire spreadsheet at a glance.
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.