Applying Internal Control Techniques to Excel Spreadsheets

In this webinar speaker will explain how to use Excel's Data Validation feature to restrict data entry to a list of permissible choices, Also explains you how to implement internal control features within your Excel spreadsheets in this enlightening presentation.

David Ringstrom
Instructor:
David Ringstrom
Date:
Wednesday, August 19, 2020
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
60 Minutes

More Trainings by this Expert   Product Id : 503300

Price Details
$150 Live
$290 Corporate Live
$190 Recorded
$390 Corporate Recorded
Combo Offers
Live + Recorded
$289 $340 Live + Recorded
Corporate (Live + Recorded)
$599 $680 Corporate
(Live + Recorded)
Price Detail Options
Overview:

Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets in this enlightening presentation.

David uses a simple invoice form as a teaching aid to present various ways to control users’ actions within Excel spreadsheets and to protect 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 Microsoft 365 version of Excel (formerly known as Office 365). 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.

Areas Covered in the Session:

  • Preserving key formulas using hide and protect features
  • Protecting hidden sheets from within a workbook
  • Future-proofing VLOOKUP by using Excel's Table feature versus referencing static ranges
  • Using Excel's IF function to make certain fields appear blank until a required input is provided
  • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list
  • Using Excel's IFERROR function to mask # sign errors, such as #N/A
  • Creating self-expanding drop-down lists with Excel's Data Validation feature
  • Overcoming VLOOKUP's quirks by using the SUMIF function to look up numeric values
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function
  • Protecting sensitive information by hiding formulas within an Excel workbook
  • Limiting users to entering whole numbers in a worksheet cell by way of Data Validation
  • Removing the Table feature from Excel spreadsheets once it's no longer needed or simply erasing the alternate row shading
Learning Objectives:
  • Apply lookup formulas to find and access data automatically from lists
  • Apply Excel's Table feature to future-proof elements of your spreadsheet
  • Define how to use Excel's Data Validation feature to restrict data entry to a list of permissible choices

Who Will Benefit:
  • Practitioners who wish to learn how to implement internal control features within their Excel spreadsheets in order to prevent unauthorized changes from being made by other users.


Speaker Profile
David Ringstrom CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.


You Recently Viewed