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Excel Data Validation

  • Accountant
  • CPA (CA)
  • CFE
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • ACCA
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Using various features of data validation tab
    2 mins
  • Usage of Settings tab under data validation tab
    5 mins
  • Usage of Input Message tab under data validation tab
    17 mins
  • Usage of Error Alert tab under data validation tab
    19 mins
  • How to use the INDIRECT function in Microsoft excel
    30 mins

Course Description

Excel is one of the most widely used spreadsheet programs in the world. 

People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. While the number of companies that are going completely digital is increasing, many firms prefer viewing documents and filing them in paper form.

Have you come across situations where a lot of people have access to the same Excel file and many a time a text in amount columns, numbers in data columns, and such crawl into the sheets making it difficult to understand the data?

Such misplaced data are called bad data. 

How great it would be if you can limit the input of data according to the value they are supposed to have!

This is possible because of Excel Data Validation!!

Excel data validation is a feature that allows you to control the type of data entered into your worksheet. For example, Excel data validation allows you to limit data entries to a selection from a dropdown list and to restrict certain data entries, such as dates or numbers outside of a predetermined range. 

Data validation can also help you control formulas and the input from those formulas. You can even craft custom Excel data validation messages that help guide users toward the right data entry when they hit a limit.

Join this excel CPE webinar to understand how to use the Data Validation feature in Excel to create rules that can control the inputs to Excel Workbooks.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Learning Objectives

  • To build data validation rules for numbers, dates and times, and texts
  • To build Cascading data validation lists.
  • To use custom formulas for data validation

Recommended For

  • This CPE webinar is recommended for CPAs, CVAs, CMAs, and other individuals who want to understand the Microsoft Excel Data Validation functions to better assist their clients.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Payable Manager
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 0.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 0.5 CE Credit for Certified Wealth Strategist (CWS)
  • 0.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit for CA - ICAEW
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for CPA - Ireland
  • 0.5 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 0.5 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
  • 0.5 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Juan E. Galvan

Co-Founder & CEO, Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

FAQs content

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  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

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KB

Karen Beckemeyer, CPA (US)

Apr 26th, 2022

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