Excel Essentials: Forensic Techniques


Overview
In this session Excel expert David Ringstrom, CPA shows you forensic techniques that you can use to audit your own spreadsheets as well as those created by others. Much of the presentation focuses on overlooked features such as Excel's Watch Window, the N function, and ways to print comments.

Objectives

  • Use range names to audit the contents and sometimes even formulas within key worksheet cells
  • Utilize the Trace Precedents and Trace Dependents features to determine how cells are related
  • Verify the integrity of source data used within a pivot table
Emphasis
  • Quickly verify sums and totals by simply selecting cells with your mouse.
  • Use the Watch window to easily monitor the ramifications of even minor changes to your workbooks.
  • Learn how to trace dependents and precedents both with Excel features and keyboard shortcuts.
  • Learn two ways to instantly display all formulas within a worksheet.
  • When a cell comment won't do, use the N function to annotate formulas within the Formula bar.
  • Learn the risks of linked workbooks, determine if a workbook contains links, and see how links can hide within Excel features
  • Leverage cell comments by printing out a list of all comments within a worksheet.
  • Learn how range names minimize errors, save time in Excel, serve as navigation aids, and can store information in a hidden location
  • Verify that a pivot table is actually referencing all of the data that you're expecting to be summarized.
Who Should Attend:
Practitioners seeking to verify the integrity of Excel spreadsheets

Prerequisite
None

Preparation
No advance preparation required
 
Level of Knowledge
Intermediate
 
CPE Credit
2 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Specialized Knowledge and Applications

Author
David H. Ringstrom