Description:
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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. |
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