Auditing Spreadsheets in Excel

Details
Date: 
Wednesday, August 21, 2019 - 10:00am to 11:40pm
Cost: 
$219.00
Organization Name: 
Avant Resources
Event Topic: 
Description

During this valuable presentation, Excel expert David Ringstrom, CPA, outlines techniques for verifying the integrity of even the most complicated Excel spreadsheets. He walks you through how to: use Excel’s formula auditing and error-checking tools, identify duplicates in a list, monitor the ramifications of even minor changes made to your workbooks, verify sums and totals quickly, and more. In addition, David explains the Show Formulas feature, the Trace Precedents feature, and Excel’s Personal Macro Workbook.

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 Typically Covered:

  • Adding a macro to Excel that adds the ability to display any formula in a cell comment.
  • Making notes in the formula bar or preserving prior versions of formulas with the N function.
  • Auditing portions of a formula by using the F9 key to temporarily convert part of a formula to value.
  • Displaying all formulas in a worksheet at once with the Show Formulas feature.
  • Hiding and displaying cell comments en masse as well as locating all cells that contain comments.
  • Identifying other cells a formula relies on by way of the Trace Precedents feature.
  • Selecting all formulas within a worksheet with just two mouse clicks.
  • Adding a macro to Excel that adds the ability to display any formula in a cell comment.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Stepping through formulas in slow motion with the Evaluate Formulas feature.
  • Printing a list of all cell comments on a worksheet or printing visible comments.
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.

Learning Objectives:

  • Identify how to add, review, and print worksheet comments with ease.
  • Apply Excel tools and techniques that allow you to evaluate portions of a formula or entire formulas.
  • Define how to implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.

Your Expert Instructor

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

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