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Course/Product Description
Title:

High Impact Excel: Internal Controls

SKU:WC-1015356
Date / Time: Recorded
Format: Webcast
Description:

High Impact Excel: Internal Controls

Excel offers a rich array of functionality and customized solutions that can tighten internal controls around a financial model.

Specifically, Internal Controls provide various ways to control user's actions within an Excel spreadsheet, as well as protect worksheets and workbooks from unauthorized changes. It also can help financial model owners to monitor the use of the spreadsheet, identify unauthorized use of the model, and help minimize maintenance when changes are required.

In this session, Excel expert David Ringstrom, CPA - who is also the Tech Editor-at-Large for AccountingWEB - 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.

Learning Objectives:

  • 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
  • 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
  • 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
  • Future-proof VLOOKUP by using Excel's Table feature instead of referencing static ranges
  • 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 Conditional Formatting to identify unlocked cells that the user can enter data into
  • Protect key formulas by using the Hidden and Protect features
Level: Basic
Prerequisites: None
Advance Preparation: None

About Your Speaker:

David Ringstrom, CPA, is the Tech Editor-at-Large for AccountingWEB and Going Concern. David speaks at conferences nationally and presents dozens of webinars annually on Excel and other topics. He offers Excel training and consulting services nationwide, and has written numerous articles on spreadsheets.


Other Excel Topics

This course is just one of several Excel training courses we offer as part of our “High Impact Excel” training line. Go to www.CPATrainingCenter.com/Excel-Training-For-Accountants.asp to see the full list of Excel training courses.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: The Industry Calendar creates and sells webinars, audio conferences, and seminars for busy business professionals.

For over ten years we've done the work of listing the important, don't-miss events in one convenient location so you can quickly and easily learn about key training topics that keep you up-to-date on trends and best practices, all while helping to keep you in compliance with the various rules and regulations affecting your organization.
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