Minimize Spreadsheet Errors, Maximize Resilience

Duration 60 Mins
Level Intermediate
Webinar ID IQW20J1017

  • Improving the integrity of many Excel features by placing column headings within a single row instead of spanning two or more rows
  • Building resilience into spreadsheets by avoiding daisy-chained formulas
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function
  • Mastering the IFERROR function to display alternate values in lieu of a # sign error
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Preserving key formulas using hide and protect features
  • Toggling the locked status of a worksheet cell on or off by way of a custom shortcut
  • Using Conditional Formatting to identify unlocked cells into which data can be entered
  • Removing Conditional Formatting when it is no longer needed within a spreadsheet
  • Establishing automatic back-ups of critical workbooks
  • Recovering unsaved workbooks that you close accidentally or purposefully

Overview of the webinar

  • Identify the impact of deleting a column on other formulas that reference that column
  • Recall what "protect" argument of the CELL function returns if a cell being referenced is unlocked
  • Identify which versions of Excel offer the ability to recover unsaved workbooks

Who should attend?

Practitioners who may benefit from improving the integrity of their Excel spreadsheets and boost their efficiency while doing so

Why should you attend?

David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets to incorporate resilience. Users often unwitting introduce new problems into spreadsheets when making even simple changes. In this empowering session, he presents simple ways to prevent errors from being introduced into your Excel workbooks.

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

Microsoft 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

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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