Loading...

Excel Explained: Minimize Spreadsheet Errors

Learn a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets.

OnDemand
Recorded Wednesday,
April 20th, 2022
Presented by David Ringstrom
2h total length
2 CPE Credits
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Computer Skills
  • Branch Manager
  • Commercial Lender
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • IT Professional
  • Senior Management
  • Small Business Lender
  • Trainer

Save on training and share webinar access across your entire organization.

Request more information

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

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.

Covered Topics

  • Building resilience into spreadsheets by avoiding daisy-chained formulas.
  • Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA.
  • Enabling selected users to access protected areas of a worksheet by way of the Allow Users to Edit Ranges feature.
  • Improving the integrity of many Excel features by placing column headings within a single row instead of spanning two or more rows.
  • Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Learning about the IFNA function available in Excel 2013 and later.
  • Learning how VLOOKUP stops looking after it finds an initial match within a list.
  • Limiting access to sensitive workbooks by way of password protection.
  • Preserving key formulas using hide and protect features.
  • Prevent errors from the start by choosing from thousands of free Excel spreadsheet templates.
  • Protecting workbooks to prevent users from renaming, hiding, unhiding, or otherwise affecting worksheets.

Who Should Attend

Professionals seeking to improve the integrity of their Excel spreadsheets and boost their efficiency while doing so.

Skill level:Intermediate


David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).


Credit Information

Excel Explained: Minimize Spreadsheet Errors has been approved for 2 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.