Mastering Excel: Spreadsheet Internal Controls

Schedule Tuesday, June 25, 2019 || 10:00 AM PDT | 01:00 PM EDT
Duration 60 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW19F0672

  • Limiting users to entering whole numbers in a worksheet cell by way of Data Validation
  • Tweaking Data Validation settings for a given range of cells
  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges
  • Viewing two worksheets at the same time within the same workbook
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function
  • Identifying situations where VLOOKUP may return #N/A instead of a value
  • Using Excel’s IFERROR function to mask # sign errors, such as #N/A
  • Overcoming VLOOKUP’s quirks by using the SUMIF function to look up numeric values
  • Using Excel’s IF function to make certain fields appear blank until a required input is provided
  • Using a custom number format to hide zero amounts within a specific area of a spreadsheet
  • Creating resilient SUM functions that won’t break when users insert additional rows
  • Toggling the locked status of a worksheet cell on or off by way of a custom shortcut
  • Protecting sensitive information by hiding formulas within an Excel workbook
  • Using Conditional Formatting to identify unlocked cells into which data can be entered
  • Preserving key formulas using hide and protect features
  • Utilizing the Allow Users to Edit Ranges command to allow selected users the ability to override cells in protected areas of a workbook
  • Protecting hidden sheets from within a workbook

Overview of the webinar

Excel expert David Ringstrom, CPA, shows you how to implement internal control features within Excel spreadsheets in this comprehensive webcast. Step-by-step, he explains how the Data Validation feature, the Conditional Formatting feature, hide and protect features, and others can be used to control users’ actions and protect your worksheets and workbooks from unauthorized changes. Several Excel functions, including VLOOKUP, SUM, SUMIF, IF, and IFERROR also are discussed.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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.

Who should attend?

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

Why should you attend?

  • Apply lookup functions to find and access data automatically from lists
  • Identify how to hide and protect features can be used to preserve key formulas
  • Define how to use Excel’s Data Validation feature to restrict data entry to a list of permissible choices

Faculty - Mr. David H. Ringstrom, CPA

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.

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