Spreadsheet Internal Controls

Level: Intermediate

Available Durations:

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

Description:

In this empowering webcast, Excel expert David Ringstrom, CPA, discusses how to use internal control features and functions within Excel spreadsheets. He explains how several Excel features—Data Validation, Conditional Formatting, and hide and protect features—can be implemented to control users’ actions and protect your 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 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:

  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
  • Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
  • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Mitigating the side effects of converting a table back to a normal range of cells.
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered.
  • Creating resilient SUM functions that won’t break when users insert additional rows.
  • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
  • Preserving key formulas using hide and protect features.
  • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.

Learning Objectives/Why You Should Attend:

  • Apply lookup functions to find and access data automatically from lists.
  • Identify how hide and protect features can be used to preserve key formulas.
  • Define how to use Excel’s Data Validation feature to restrict data entry to a list of permissible choices.

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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