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.
August 19, 2020
10:00 AM PDT | 01:00 PM EDT
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Product Id : 503300
Live: One Dial-in One Attendee
Corporate Live: Any number of participants
Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
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
Who Will Benefit:
- 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
- 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.