Instructor for this course
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Learn from Excel expert David Ringstrom, CPA, valuable techniques that can be used to verify the integrity of even the most complicated Excel spreadsheets. In this comprehensive course, David shows you 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, use the Evaluate Formula feature, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.  

Topics Covered:

  • Identifying duplicates in a list using Conditional Formatting.
  • 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.
  • Exploring options for recovering lost passwords for Excel spreadsheets.
  • Protecting sensitive information by marking key worksheets as VeryHidden.
  • Transforming cell references into range names by way of the Apply Range Names to Formulas command.
  • Differentiating between manual and automatic calculation modes in Excel, and when Excel may default into manual calculation mode.
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Bringing Excel’s green error-checking prompts under control by managing the underlying rules.
  • Learning the nuances of circular references in Excel.

Learning Objectives

  • Discover the location of the menu command that allows you to determine categorically if a workbook contains links or not.
  • Recognize how to transform cell references into range names.
  • Identify the location of the Enable Iterative Calculations setting within the Excel Options dialog box.
  • Explore how to implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.
Last updated/reviewed: November 19, 2019

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesCertified Excel Modeler

  1. Excel Efficiency: VLOOKUP
  2. Excel Efficiency: Logic Functions
  3. Excel Efficiency: Filtering and Formatting Data
  4. Excel Efficiency: Intermediate Pivot Tables
  5. Excel Efficiency: Auditing Spreadsheets
  6. Excel Efficiency: Minimizing Worksheet Errors
  7. Excel Efficiency: Workbook Links
  8. Excel Efficiency: What-If Analysis
  9. Excel Efficiency: Quick and Easy Financial Statements in Excel
  10. Excel Efficiency: Budget Spreadsheets
  11. Hands-On Excel: Waterfall Calculations
  12. Excel Efficiency: Table Feature
  13. Excel Efficiency: Intro to Macros Part 1
  14. Excel Efficiency: Intro to Macros Part 2
  15. Excel Efficiency: Excel Chart Speed Tips
  16. Excel Efficiency: Taming Large Spreadsheets
  17. Excel Efficiency: Internal Controls

5 Reviews (25 ratings)Reviews

5
Anonymous Author
Very good course overall and definitely learned some good tips and tricks. Only minor suggestion would be to either mention or discuss the comment macro earlier in the presentation only because I was wondering during the first portion of the presentation how that was actually being done. Thank you for providing the step by step on how to enable and now that I have it set up I plan on using it going forward.
4
Member's Profile
I have over 20 years of working in Excel, so some of this was not new. There were some different items that I was not aware of that is very helpful.
4
Anonymous Author
The personal macro workbook was awesome. I didn't even knew that existed. Thanks for the FormulaComment Macro! it's really helpful.
5
Anonymous Author
Good discussion of often-overlooked Excel features for identifying and resolving formula errors in workbooks.
5
Anonymous Author
Advanced/uncommon Excel tips -- I've never used some of these tricks and look forward to using them soon!

Prerequisites

Course Complexity: Advanced

Program Prerequisites: Experience working with Excel spreadsheets

Advance Preparation: None

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  10:04Introduction to Excel Efficiency: Auditing Spreadsheets
  8:29Confirming If a File Has Links
  10:59Show Formulas Feature
  10:05Trace Dependents
  8:00Evaluate Formulas
  10:48Create Range Names from Selection
  8:37Watch Window
  9:19Cell Comments
  8:33Unhide Personal Macro Workbook
  9:23Manage Error Checking Prompts
  6:34Circular References
  7:19Auditing Pivot Tables
CONTINUOUS PLAY
  1:48:10Excel Efficiency: Auditing Spreadsheets
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Auditing Spreadsheets
  PDFExcel Efficiency: Auditing Spreadsheets Glossary/Index
  XLSXWorkbook: Excel Efficiency: Auditing Spreadsheets
  XLSB12 Month Income Statement
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM