Excel CPE Webinar on Data Validation Tool Excel

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Excel’s Data Validation Tools - Keep Out Bad Data From The Start

Reviewed

January, 2024

Dennis Taylor

Learning Objectives

Control the upper and lower limits of columns containing numeric entries, like salaries, sales, items, etc.
Use the Input Message and Error alert options to provide guidance on data entries
Keep the entries in a date column within a certain range; or limit either the starting or ending date.
Keep the entries in a time column within a certain range; or limit either the starting or ending time.
Control the length of entries; or that entries be text; or that entries be numeric

Course Description

Most of Excel’s data management tools focus on the handling of existing data, for example, sort, that lets you re-arrange rows of data into convenient clusters, or filter, which lets you view just the data you need to see at any given moment. But Data Validation gives you control over data that’s about to be entered into a list – keep out bad data at the start of the data creation process.

You need to make sure that salaries fall within a certain range, or that dates (or times of day) have starting and ending limits or that ID numbers have an explicit number of characters, or that certain kinds of fields can only contain entries available from a master list of set entries.

Among the strongest and most efficient validation options are the idea of a pick list - drastically reduce data entry with drop-down clickable lists – no typing (and no typing mistakes) as well as standardizing entries as you accelerate the data entry process. Users of Microsoft 365 (formerly known as Office 365) can take advantage of the UNIQUE function to build dynamic pick lists.

Although Data Validation features concentrate on controlling new data going into a worksheet, it also lets you identify data that violate new rules that you have set up on existing data.

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Overview

Control the upper and lower limits of columns containing numeric entries, like salaries, sales, items, etc.

2 mins
Use the Input Message and Error alert options to provide guidance on data entries

12 mins
Keep the entries in a date column within a certain range; or limit either the starting or ending date.

23 mins
Learning Data Validation

28 mins
Control the length of entries; or that entries be text; or that entries be numeric

39 mins

Webinar Qualifies For

1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
1 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Computer Software and Applications for CPA in Canada
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Dennis Taylor

Principal, Taylor Associates

Dennis Taylor has taught thousands of Excel seminars and classes over the past 25 years, has presented over 750 Excel webinars, and has been the author/co-author of six books on spreadsheet software. He has taught hundreds of public Excel seminars throughout the US and Canada since 2006 and has recorded numerous Excel courses

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Ratings and Review

4.3

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Susan Maclean, CPA in Canada, CGA

The material was relevant and increased my knowledge of the Data Validation function.

SRR

Sawan Raykar Raykar, CPA in Canada

I had a good experience

1 Credit

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Computer Software and Applications

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Excel’s Data Validation Tools - Keep Out Bad Data From The Start

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Dennis Taylor

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

IRS APPROVED

NASBA APPROVED

Ratings and Review

4.3

Susan Maclean, CPA in Canada, CGA

Sawan Raykar Raykar, CPA in Canada

Subject Area

Unlimited Access Plan

Inclusions

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