Creating Error-Proof Spreadsheets

Author: David H. Ringstrom

CPE Credit:  3 hours for CPAs

David H. Ringstrom, CPA will present numerous techniques that he relies on to improve the integrity of spreadsheets that he builds for himself and others. This session will empower you with simple ways to avoid introducing errors into your own workbooks.

David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Publication Date: October 2015

Designed For
Practitioners who may benefit from working more efficiently in Excel.

Topics Covered

  • Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions.
  • Discover techniques that automatically provide fall-back positions in the event that you need to see an earlier version of your spreadsheet.
  • Get a jump start on spreadsheet projects by using free, prebuilt templates in Excel.
  • Learn a simple design technique that greatly improves the integrity of Excel's SUM function.
  • Learn design techniques that minimize errors.
  • Learn how range names minimize errors, save time in Excel, serve as navigation aids, and can store information in a hidden location.
  • Protect key formulas by using the Hidden and Protect features.
  • Toggle the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Use Conditional Formatting to identify unlocked cells that the user can enter data into.
  • Use Excel's Custom Views feature to make a single worksheet serve multiple purposes so that you don't have to create and maintain summary versions of detailed reports.

Learning Objectives

  • Recall how to use the SUBTOTAL function to create a resilient means of adding up multiple sections of a spreadsheet.
  • Recognize how to hide and unhide multiple worksheets with a single command in Excel.
  • Identify how to instruct Excel to automatically create back-up copies of key workbooks.

Level
Intermediate

Format
On-demand

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (3 hours)

Program Prerequisites
None

Advance Preparation
None

Registration Options
Quantity

Fees
Regular Fee$59
Value Pass Fee$0

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