Practical Excel – Error-Proofing Your Spreadsheets

In this valuable presentation, Excel expert David Ringstrom, CPA, shares a variety of techniques and tricks you can use to create spreadsheets that are free of errors. David demonstrates how to implement Excel features and functions, such as the Hide and Protect feature, the Conditional Formatting feature, the VLOOUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, create self-updating report titles, and more.

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.

Learning Objectives:

  • Apply techniques and features that will improve the integrity of your Excel spreadsheets.
  • State how to hide and unhide multiple worksheets with a single command in Excel
  • Apply Conditional Formatting to identify unlocked cells into which data can be entered
Areas Covered in the Session :

  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need
  • Using the TEXT function to create report titles that update themselves
  • Using range names to streamline formulas and bookmark key inputs within a workbook
  • Discovering techniques that automatically provide fallback positions in the event you need to see an earlier version of your spreadsheet
  • Protecting workbooks to prevent users from renaming, hiding, unhiding, or otherwise affecting worksheets
  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut
  • Preserving key formulas using hide and protect features
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet
  • Building resilience into spreadsheets by avoiding daisy-chained formulas
Who Should Attend:

  • Accountants
  • CPA’s
  • CFO’s
  • Controllers
  • Excel Users
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel
  • Every Practitioner who wish to learn how to create error-free Excel spreadsheets

IT2455

David H Ringstrom

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance
.