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Error-Free Spreadsheets
- Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods
- Using the TEXT function to create report titles that update themselves
- 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
- Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates
- Using the Conditional Formatting feature to identify unlocked cells into which data can be entered
- Enabling selected users to access protected areas of a worksheet by way of the Allow Users to Edit Ranges feature
- Protecting workbooks to prevent users from renaming, hiding, unhiding, or otherwise affecting worksheets
- Limiting access to sensitive workbooks by way of password protection
- Saving your spreadsheets as templates so users always start with a fresh copy
- 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
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Using the SUMIFS function to sum values based on multiple criteria
Overview of the webinar
David Ringstrom, CPA, shares a variety of tricks and techniques you can employ to improve the integrity of your Excel spreadsheets as well as to audit the spreadsheets created by others. In this empowering session, he presents simple ways to prevent errors from being introduced into Excel workbooks. In addition, David explains the benefits and uses of several Excel features and functions, including the Hide and Protect feature, the Conditional Formatting feature, the VLOOKUP function, the SUMIF function, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
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?
- Identify techniques and features that will improve the integrity of Excel spreadsheets.
- State how to hide and unhide multiple worksheets in Excel with a single command.
- Describe how to use the Conditional Formatting feature to identify unlocked cells into which data can be entered.
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.