myCPE
myCPE

Spreadsheet Interactivity and Internal Control 1.5 Credits

Jul 06, 2021, 01:30 PM ET

Spreadsheet Interactivity and Internal Control 1.5 Credits

  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Auditing

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Jul 06, 2021, 01:30 PM ET

Learning Objective

  • To recognize the value that checkbox form controls return.
  • To describe one of the many uses for Excel's Data Validation feature.
  • To identify the ribbon tab in Excel where the Protect Sheet command appears.

Course Overview

In this webinar, Excel expert - David H. Ringstrom, CPA shows ways to improve the integrity and ease of use of your spreadsheets by way of the Data Validation and Form Control features in Excel. You will also see how to reduce ongoing spreadsheet maintenance, as well as see ways to protect formulas, inputs, and worksheets.

This online CPE webinar for CPAs covered major key topics:

  • Allowing users to make multiple choices by way of the ListBox form control.
  • Avoiding the need to merge cells—use the Text Box feature for paragraphs of text instead.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Creating self-expanding drop-down lists with Excel’s Data Validation feature.
  • Enabling the hidden Developer menu in Excel to access additional functionality.
  • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
  • Identifying data validation overrides by way of the Circle Invalid Data command.
  • Limiting users to entering whole numbers in a worksheet cell by way of Data Validation.
  • Making it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so.
  • Overcoming VLOOKUP’s quirks by using the SUMIF function to look up numeric values.
  • Preserving key formulas using hide and protect features.
  • Protecting hidden sheets from within a workbook.
  • Protecting sensitive information by hiding formulas within an Excel workbook.
  • Removing data validation from a worksheet when needed.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Streamlining data entry in Excel with the CheckBox form control.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.
  • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date
  • Using Excel’s IFERROR function to mask # sign errors, such as #N/A.
  • Using the ComboBox form control to create a searchable drop-down list.
  • Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.

This Webinar is useful for all the tax practitioners, Accountants, CPA to apply excel functions in their practice that saves their time without affecting accuracy.

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Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
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I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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1,824 ratings

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CR

Ching Rousseau, Auditor

I have attended multiple Excel webinars instructed by David and I always found myself learning something new. The subjects are explained very clearly and I like the helpful handout included for reference as well.

NS

Nicole Stine, CPA (US)

The presentation was appropriate for my level of excel abilities. I learned excel features I did not previously know and would be useful for my job responsibilities. Overall, the course was effective.

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