You’ll learn from Excel expert David Ringstrom, CPA, how to establish internal controls within your Excel spreadsheets in this valuable presentation. David demonstrates how to implement several Excel features and functions in order to control users’ actions within your spreadsheets as well as 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.
- 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
Areas Covered in the Session :
- Creating self-expanding drop-down lists with Excel’s Data Validation feature.
- Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
- Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
- Limiting users to entering whole numbers in a worksheet cell by way of Data Validation.
- Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.
- Preserving key formulas using hide and protect features.
- Protecting hidden sheets from within a workbook.
- Protecting sensitive information by hiding formulas within an Excel workbook.
- Removing the Table feature from Excel spreadsheets once it’s no longer needed, or simply erasing the alternate row shading.
- Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
- Tweaking the Data Validation settings for a given range of cells.
Who Should Attend:
- Excel Users
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Government Personnel
- Every Practitioner who wish to learn how to create error-free Excel spreadsheets