Excel Spreadsheet Internal Control Strategies -Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXCTLDR

excel spreadsheet internal control strategies

Description:
In this presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement Excel’s internal control features within your spreadsheets. He explains how several Excel features—Data Validation, Conditional Formatting, and hide and protect features—can be used to control users’ actions and protect your worksheets and workbooks from unauthorized changes. In addition, David explains the benefits of the VLOOKUP, SUMIF, and CELL functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Topics Covered:

  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
  • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.
  • Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
  • Preserving key formulas using hide and protect features.

Delivery Method: Online QAS Self Study.

Prerequisites: Practitioners that have some experience with Excel spreadsheets.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: October 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the arguments for Excel’s INDEX function.
  • Recall what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • State which Go To Special option allows you to select all form controls on a worksheet at once.

 

Description:
In this presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement Excel’s internal control features within your spreadsheets. He explains how several Excel features—Data Validation, Conditional Formatting, and hide and protect features—can be used to control users’ actions and protect your worksheets and workbooks from unauthorized changes. In addition, David explains the benefits of the VLOOKUP, SUMIF, and CELL functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Topics Covered:

  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
  • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.
  • Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
  • Preserving key formulas using hide and protect features.

Delivery Method: Online QAS Self Study.

Prerequisites: Practitioners that have some experience with Excel spreadsheets.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: October 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the arguments for Excel’s INDEX function.
  • Recall what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • State which Go To Special option allows you to select all form controls on a worksheet at once.

 

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