David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets as well as audit the spreadsheets created by others. In this empowering session, he presents simple ways to prevent errors from being introduced into your Excel workbooks.
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.
Publication Date: October 2020
Designed For
Practitioners who may benefit from improving the integrity of their Excel spreadsheets and boost their efficiency while doing so.
Topics Covered
- Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function
- Utilizing the New Window and Arrange Windows commands to view two different worksheets simultaneously
- Toggling the locked status of a worksheet cell on or off by way of a custom shortcut
- Learning a simple design technique that greatly improves the integrity of Excel's SUM function
- Building resilience into spreadsheets by avoiding daisy-chained formulas
- Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need
- Utilizing the New Window and Arrange Windows commands to view two different worksheets simultaneously
- Preserving key formulas using hide and protect features
- Mastering the IFERROR function to display alternate values in lieu of a # sign error
- Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates
- Using Conditional Formatting to identify unlocked cells into which data can be entered
- Removing Conditional Formatting when it's no longer needed within a spreadsheet
Learning Objectives
- Recognize and apply Data Validation to document input cells and enforce data integrity
- Describe how to hide and unhide multiple worksheets with a single command
- Recognize and apply Conditional Formatting to identify unlocked cells into which data can be entered
- Identify which feature offers the best means for adding multiple line titles at the top of worksheet columns
- Recognize the arguments VLOOKUP function has
- Identify which command do you use to activate Quick Access Toolbar keyboard shortcuts
- Recognize where to locate various commands
- Describe the IFERROR function
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
Instructor
David H. Ringstrom
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches over 200 webinars each year. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase 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. He's currently writing a book titled "Exploring Excel's Hidden Treasures". To learn more about David, you can view his
LinkedIn profile and follow him on
Facebook or
Twitter (@excelwriter).