Implement Internal Control within Your Spreadsheet to Avoid Risks of Unauthorized Changes, and more!
Microsoft Excel took the business world by storm ever since its inception! From making simple lists to more complex analysis tasks using various functions and incorporating its graphing and display capabilities, it also presents risks which become greater as the complexity increases. Additionally, spreadsheets can be easily changed, may lack internal control activities, and are even susceptible to human error.
Join Excel expert David Ringstrom, CPA in this 90-minute session, where he will show you how to implement internal control features within your Excel spreadsheets. He will use a simple invoice form as a teaching aid to present various ways to control user actions within an Excel spreadsheet, and protect worksheets and workbooks from unauthorized changes.
David will teach from Excel 2010; however he will demonstrate new features in Excel 2013 when warranted, and will also share any differences in Excel 2007. Though, the coverage of Excel 2003 will be limited to questions raised by the audience.
Topics covered in the session:
Know how to arrange two worksheets from within the same workbook onscreen at the same time
Work with Excel's VLOOKUP function to improve the integrity of spreadsheets
Distinguish IFNA, IFERROR, and ISERROR—learn which versions of Excel support each of these worksheet functions
Use Excel's Data Validation feature to create an in-cell list
Restrict users to entering dates within a given range, or before/after a given date.
Know how to minimize ongoing spreadsheet maintenance with Excel's Table feature.
Identify a range of whole numbers that a user can enter in a worksheet cell
Learn to 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
Learn to use look-up formulas to look up data automatically from lists
Find out how Excel's Table features can future-proof elements of your spreadsheet
Utilize Excel's Data Validation feature to restrict data entry to a list of permissible choices
Who should attend:
CPAs and CFA
Bankers and Financial Analysts
Statisticians and Quantitative Researchers
Practitioners who develop spreadsheets for other to use, as well anyone seeking to simplify data entry
David is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Excel, and written dozens of freelance articles about spreadsheets. David\'s webinars receive rave reviews, and at...
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