In this practical webinar, Excel expert, David Ringstrom, CPA, shows you how to implement internal control features within your Excel. Using a simple invoice form as a teaching aid, he demonstrates several ways you can control users’ actions within an Excel spreadsheet and protect worksheets and workbooks from unauthorized changes. You will learn about the benefits of using the VLOOKUP function, the Data Validation feature, the Conditional Formatting feature, and more.
You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples used 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.
You will learn how to:
- Ensure proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
- Use Conditional Formatting to identify unlocked cells into which data can be entered.
- Limit users to entering whole numbers in a worksheet cell by way of Data Validation.
- Use the Find & Select command to locate cells that contain Data Validation.
- Use Excel’s IF function to make certain fields appear blank until a required input is provided.
- Toggle the locked status of a worksheet cell on or off by way of a custom shortcut.
- Improve the integrity of spreadsheets with Excel’s VLOOKUP function.
- Tweak Data Validation settings for a given range of cells.
- Use Excel’s IFERROR function to mask # sign errors, such as #N/A.
- Protect sensitive information by hiding formulas within an Excel workbook.
Upon course completion, you will be able to:
- Apply the Conditional Formatting feature to identify unlocked cells.
- Recall how to protect sensitive information in your worksheets.
- List the uses of Excel’s Data Validation feature.
Who Should Attend: Practitioners who develop spreadsheets for others and want to prevent unauthorized changes from being made.
Prerequisites: None. Previous Experience with Microsoft Excel Spreadsheets is recommended.
Advance Preparation: None
Program Level: Intermediate
Field of Study: Computer & Software Applications (2 hours)
Format: Live Webcast
Credit Type: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 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.
|Credit||Value||Field of Study||Format|
|CPE||2||Computer Software & Applications||Live|
|CPE||2||Computer Software & Applications||On-Demand/Recording|
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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.
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