Excel Explained: Internal Control
In this session Excel expert David Ringstrom, CPA shows you how to implement internal control features within your Excel spreadsheets.
David will use a simple invoice form as a teaching aid to show various ways to control users actions within an Excel spreadsheet, as well as protect worksheets and workbooks from unauthorized changes.
David will teach from primarily from Excel 2010, but will demonstrate new features in Excel 2013 when warranted, as well as disclose any differences in Excel 2007. Coverage of Excel 2003 will be limited to questions raised by the audience.
- See how to arrange two worksheets from within the same workbook onscreen at the same time
- Improve the integrity of spreadsheets with Excel’s VLOOKUP function
- Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions
- Create an in-cell list by way of Excel’s Data Validation feature
- Restrict users to entering dates within a given range, or before/after a given date
- Use the Table feature (List feature in Excel 2003) to have supporting formulas automatically update themselves when your database query results change
- Specify a range of whole numbers that a user can enter in a worksheet cell
- Make it harder for users to circumvent data validation, and easily identify when they attempt to do so
- Toggle the Locked status of a worksheet cell on or off by way of a custom shortcut
- Use look-up formulas to look up data automatically from lists
- Use Excel’s Table feature to future-proof elements of your spreadsheet
- Use Excel’s Data Validation feature to restrict data entry to a list of permissable choices
Practitioners who develop spreadsheets for other to use, as well anyone seeking to simplify data entry.
David Ringstrom, CPA owns Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm that he started in 1991. David has written freelance articles about spreadsheets since 1996, some of which have been published internationally. He teaches dozens of webinars on Excel each year, along with speaking at conferences. David coined the phrase “Either you work Excel, or it works you!” Accordingly his sessions are designed to help you turn the tide and become a much more effective spreadsheet user.
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits
Live Webinar which includes 7 Day On-Demand - $265
Six Month On-Demand – $295
Live plus Six Month On-Demand – $365
CD-ROM (Includes Six Month On-Demand) – $325
Premier (Includes all options) – $395
Additional Locations – $75
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