Excel Competency: Minimizing Errors

  EVENT DATE

September 26, 2018

  PRESENTER(s)

David H. Ringstrom, CPA

  2:30 PM ET | 01:30 PM CT | 11:30 AM PT | 90 Minutes




DESCRIPTION



David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets as well as audit the spreadsheets created by others. In this empowering session, he presents simple ways to prevent errors from being introduced into your Excel workbooks.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention 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.

Learning objectives:

  • Describe where the MATCH function can seek for a specified value
  • Identify which of 4 clear commands remove conditional formatting
  • Recall how to access the Wrap Text command

Session Highlights:

  • Using Conditional Formatting to identify unlocked cells into which data can be entered
  • Preserving key formulas using hide and protect features
  • Toggling the locked status of a worksheet cell on or off by way of a custom shortcut
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates
  • Improving the integrity of many Excel features by placing column headings within a single row instead of spanning two or more rows
  • Mastering the IFERROR function to display alternate values in lieu of a # sign error
  • Using range names to streamline formulas and bookmark key inputs within a workbook
  • Building resilience into spreadsheets by avoiding daisy-chained formulas
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need
  • Preserving key formulas using hide and protect features
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function

Who Should Attend:

Practitioners who may benefit from improving the integrity of their Excel spreadsheets and boost their efficiency while doing so.

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