In this comprehensive session, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets. To help you create spreadsheets that are free of errors, David demonstrates how to implement Excel features and functions, such as the Hide and Protect feature, the Conditional Formatting feature, the VLOOUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, create self-updating report titles, 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. Differences in the older versions of Excel (2021, 2019, 2016 and earlier) will be pointed out, as well as in his detailed handouts. He 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.
What You’ll Learn
- 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 a workbook-specific setting that will create an automatic back-up of critical workbooks
- 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
- Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates
Who Should Attend
Practitioners who wish to learn how to create error-free Excel spreadsheets need to take this course.
Continuing Education (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
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