Error-Proof Spreadsheets

Level: Intermediate

Available Durations:

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

Description:

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. David discusses 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 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:

  • Seeing how to view two worksheets from within the same workbook at the same time.
  • Using Excel’s Custom Views feature to make a single set of data serve multiple purposes.
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Preserving key formulas using hide and protect features.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered.
  • Protecting workbooks to prevent users from renaming, hiding, unhiding, or otherwise affecting worksheets.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Discovering techniques that automatically provide fallback positions in the event you need to see an earlier version of your spreadsheet.
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Using the SUMIF function to summarize data based on a single criterion.

Learning Objectives/Why You Should Attend:

  • Apply techniques and features that will improve the integrity of your Excel spreadsheets.
  • State how to hide and reveal multiple worksheets with a single command in Excel.
  • Apply Conditional Formatting to identify unlocked cells into which data can be entered.

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 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

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