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Spreadsheet Interactivity and Internal Control

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • IAP
  • ORTP
  • SHRM
  • Maryland Tax Prep.
  • ACCA
  • MAFF
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: November, 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

  • Excel Versions
    2 mins
  • Using Data Validation for Whole Numbers
    8 mins
  • Undoing the Table Feature
    20 mins
  • Handling the Error Returned by VLOOKUP
    30 mins
  • Hiding Worksheet Formulas
    40 mins
  • Unlocking Data Validation Cells
    56 mins

Course Description

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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Learning Objectives

  • 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.

Recommended For

This Online CPE webinar for CPAs is recommended for CPAs, Tax Professionals, SHRM and other HR Professionals who wants to apply special features of Spreadsheets

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Bank Managers
  • Bookkeeper
  • Compliance Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Innovation Manager/Director
  • IT Managers
  • Risk Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-5QHWH)
  • 1.5 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPE Credit of Auditing for Certified Public Accountants (CPA-US)
  • 1.5 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1.5 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1.5 CPE Credit for Certified Internal Auditors (CIA)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper
  • 1.5 CPD Credit for CA - ICAEW
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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

David Ringstrom, CPA (US)

President, Excel Accountant

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

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

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FAQs content

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Ratings and Review

5

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EA

Emily Albertelli, CPA (US)

Jun 20th, 2021

I am a very comfortable excel user, and I learned a lot from this presentation.

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