Implementing Excel Spreadsheet Internal Controls (Completed)

Date: Monday, December 10, 2018
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Who Should Attend
Practitioners who develop spreadsheets for others and want to learn how to prevent unauthorized changes from being made.

Topics 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

  • Recognize and apply lookup formulas to find and access data automatically from lists
  • Identify how hide and protect features can be used to preserve key formulas
  • Describe how to use Excel's Data Validation feature to restrict data entry to a list of permissible choices

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Previous Experience with Excel Spreadsheets.

Advance Preparation
None

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