In this comprehensive presentation, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets. You’ll also discover methods for auditing the spreadsheets created by others. David shows you how to implement a variety of Excel features, including the Hide and Protect feature, the Conditional Formatting feature, the Table feature, the Data Validation feature, and the Custom Views feature. In addition, he explains how to perform dual lookups, sum disparate sections of a spreadsheet, preserve key formulas, identify duplicates, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) 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.
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.