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.
- 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.