Auditing Spreadsheets

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

You’ll learn techniques for verifying the integrity of even the most complicated Excel workbooks in this webcast presented by Excel expert David Ringstrom, CPA. He shows you how to use Excel’s formula auditing and error-checking tools, how to verify which cells contain formulas versus values, how to monitor changes to your workbooks, and much more.

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

Topics/Areas Typically Covered:

  • Enhancing Excel by creating the ability to display the formula within any worksheet cell in a cell comment.
  • Using the Watch Window to easily monitor the ramifications of even minor changes to your workbooks.
  • Learning techniques for accessing password-protected workbooks when the password isn’t known.
  • Verifying sums and totals quickly by simply selecting cells with your mouse.
  • Learning two ways to instantly display all formulas within a worksheet.
  • Learning the nuances of circular references in Microsoft Excel.
  • Understanding the difference between manual and automatic calculation modes in Excel.
  • Seeing the pros and cons of using the F9 key within Excel’s formula bar to evaluate a portion of a formula.
  • Learning how to trace dependents and precedents, both with Excel features and keyboard shortcuts.
  • Discovering how to use Excel’s Personal Macro Workbook.
  • Moving through formulas in slow motion with the Evaluate Formula feature.

Learning Objectives/Why You Should Attend:

  • Identify how to add, review, and print worksheet comments with ease.
  • Apply Excel tools and techniques that allow you to evaluate portions of a formula or entire formulas.
  • Implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

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

About the Instructor:

David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.

Pricing and Format Options:

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