Excel Essentials: Designing Error-Proof Spreadsheets


Overview
David H. Ringstrom, CPA will present numerous techniques that he relies on to improve the integrity of spreadsheets that he builds for himself and others. This session will empower with simple ways to avoid introducing errors into your own workbooks. David will focus primarily on Excel 2007 and 2010, but will answer questions specific to earlier versions. Alternate instructions for Excel 2003 and earlier are included in the handout where applicable.
 
Objectives
Learn how to use Excel charts more effectively
 
Emphasis

  • Learn how range names minimize errors, save time in Excel, serve as navigation aids, and can store information in a hidden location
  • Learn design techniques that minimize errors.
  • Minimize errors by arranging worksheets or workbooks side by side while you build formulas.
  • Learn how to incorporate check figures and alarms into your work.
  • Master look-up functions, which can lower the risk of referring to an incorrect cell
  • Learn ways to restrict how others use your spreadsheet, including using the Scroll Area and Very Hidden properties to protect sensitive worksheets
  • Toggle a single worksheet between a detailed view and a summary view by using the Custom Views feature—instead of creating separate summary and detail worksheets.
  • Discover techniques that automatically provide fall-back positions in the event that you need to see an earlier version of your spreadsheet.
Prerequisite
A basic understanding of Excel.
 
Preparation
No advance preparation required
 
Level of Knowledge
Basic/intermediate
 
CPE Credit
2 Hours
 
Delivery Method  
Group internet Based
 
NASB A Field of Study
Accounting