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, and more. David also explains how to monitor the ramifications of even minor changes to your workbooks, verify sums and totals quickly, and use Excel’s Personal Macro Workbook.

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

  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Hiding and displaying cell comments en masse as well as locating all cells that contain comments.
  • Making notes in the formula bar or preserving prior versions of formulas with the N function.
  • Selecting all formulas within a worksheet with just two mouse clicks.
  • Determining whether it’s safe to edit or delete a cell by way of the Trace Dependents feature.
  • Adding a macro to Excel that adds the ability to display any formula in a cell comment.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Auditing portions of a formula by using the F9 key to temporarily convert part of a formula to a value.
  • Using the Watch Window to easily monitor the ramifications of even minor changes to your workbooks.
  • Printing a list of all cell comments on a worksheet or printing visible comments.
  • Bringing Excel’s green error-checking prompts under control by managing the underlying rules.

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.
  • Define how to 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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