DavidRingstrom

Applying Internal Control Techniques to Excel Spreadsheets

May 17th, 2017 1:00 PM to 2:40 PM ET
Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 12 months, or both.

Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets in this empowering presentation. By using a simple invoice form as a teaching aid, he demonstrates several ways you can control users’ actions within an Excel spreadsheet, and how you can protect worksheets and workbooks from unauthorized changes.

David covers such topics as the IFNA, IFERROR, and ISERROR functions; the VLOOKUP function; the SUMIF function; the Data Validation feature; the Conditional Formatting feature; and hide and protect features.

David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.

Who Should Attend:

Practitioners seeking to simplify data entry, as well as those who develop spreadsheets for others to use and want to learn how they can prevent unauthorized changes.

Topics Typically Covered:

  • Compare and contrast IFNA, IFERROR, and ISERROR functions and learn which versions of Excel support these worksheet functions.
  • Create an in-cell list by way of Excel’s Data Validation feature.
  • Create resilient SUM functions that won’t break when users insert additional rows.
  • Ensure proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
  • Make it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so.
  • Overcome VLOOKUP’s quirks by using SUMIF to look-up numeric values.
  • Preserve key formulas using hide and protect features.
  • See how Excel’s Table feature can minimize ongoing spreadsheet maintenance.
  • Toggle the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Use a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Use Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Use Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
  • Use Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
  • Utilize Data Validation to limit percentages entered in a cell to a specific range of values.
  • Improve the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Go behind the scenes in a workbook to check for worksheets that can’t be viewed or hidden from Excel’s primary user interface.

Learning Objectives:

  • Apply lookup formulas 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.

CPE Credit: Participants can earn up to 2.0 CPE credits in the Computer Software and Applications field of study. Please note that CPE credit is only available for viewing the live program.

100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund. If you are not satisfied with the webinar, we will provide you a full refund. For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.

Program Level: Intermediate

Prerequisites: Previous Experience with Excel Spreadsheets

Advanced Preparation: None

Instructional Method: Group-Internet Based

Course Reviews

100% of attendees said they would recommend this course to others.

“Neat Excel tricks.”

“Materials support the instruction provided, enabling use of this new information.”

“The steps were shown on a slide first, then demonstrated in Excel and sometimes repeated a second time. This helped make it easy to follow on screen and work alongside in Excel.”

“Slides were easy-to-follow; excellent examples and tips/tricks provided.”

“Enjoyed the back-and-forth between slides and examples to explain excel formulas and functions.”

“I’ve been using Excel for 18 years. Nice to see several features I had come across but not really used before.”

“A lot of information covered, instructor went back over steps.”

“Material is very useful.”

“Covered a lot of ground, Learned some new things.”

View Continuing Education Credit

CPE

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.  For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.  CPE Credit: Maximum Credit Hours: 2.0.  You must attend at least 50 minutes to obtain credit. Fields of Study: Computer Software and Applications for 2.0 hours. Teaching Method: Lecture.  Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 2.0 hours of continuing professional education.

Faculty - David Ringstrom


About the Presenter

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).

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

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FAQs

Any questions?  Please view our FAQs page or contact us.

$99

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.