Master Excel: Spreadsheet Internal Controls

Overview:

Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets in this enlightening presentation. David uses a simple invoice form as a teaching aid to present various ways to control users' actions within Excel spreadsheets and to protect 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'll draw to your attention 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.

Why you should Attend: 

Practitioners who wish to learn how to implement internal control features within their Excel spreadsheets in order to prevent unauthorized changes from being made by other users.

• Discover how to use lookup formulas to find and access data automatically from lists
• Apply Excel's Table feature to future-proof elements of your spreadsheet.
• Define how to use Excel's Data Validation feature to restrict data entry to a list of permissible choices
• Learn a custom shortcut for toggling the Locked status of a worksheet cell on or off
• Understand how to preserve key formulas
• Learn which Excel feature allows you to identify unlocked cells into which data can be entered
• Learn a variety of ways to control users' actions within Excel spreadsheets and to protect worksheets and workbooks from unauthorized changes

Areas Covered in the Session:

• Using Conditional Formatting to identify unlocked cells into which data can be entered
• Utilizing Data Validation to limit percentages entered in a cell to a specific range of values
• Improving the integrity of spreadsheets with Excel's VLOOKUP function
• Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut
• Future-proofing VLOOKUP by using Excel's Table feature versus referencing static ranges
• Preserving key formulas using hide and protect features
• Making it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so

Who Will Benefit:

• Accountants
• CPA's
• CFO's
• Controllers
• Excel User
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Marketers
• Government Personnel