Excel Made Clear: Building Error-Free Spreadsheets

In this valuable webcast, 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 VLOOKUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, and sum discrepant sections of a spreadsheet.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, 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.

Office 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 2019, Excel 2016, and so on.

Topics Covered:

  • Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function.
  • Learning a simple design technique that greatly improves the integrity of Excel's SUM function.
  • Preserving key formulas using hide and protect features.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Building resilience into spreadsheets by avoiding daisy-chained formulas.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Utilizing the New Window and Arrange Windows commands to view two different worksheets simultaneously.
  • Toggling the locked status of a worksheet cell on or off by way of a custom shortcut. 

Learning objectives:

  • Apply techniques and features that will improve the integrity of your Excel spreadsheets.
  • State how to hide and unhide multiple worksheets with a single command in Excel.
  • Apply Conditional Formatting to identify unlocked cells into which data can be entered.

Who Should Attend?

Practitioners who wish to learn how to create error-free Excel spreadsheets.