Instructor for this course

In this presentation, Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets. He explains how several Excel features—Data Validation, Conditional Formatting, and hide and protect features—can be implemented to control users’ actions and protect your worksheets and workbooks from unauthorized changes. In addition, David explains the benefits of the VLOOKUP, SUMIF, and CELL functions.

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:

  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered. 
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
  • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.
  • Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
  • Preserving key formulas using hide and protect features.

Learning Objectives

  • Recognize which ribbon tab contains the Data Validation feature.
  • Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.
  • Recognize the ribbon tab the Table feature appears within.
Last updated/reviewed: May 15, 2022

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

4 Reviews (28 ratings)Reviews

Anonymous Author
David is a very good instructor. I normally look for courses that he offers as he is very knowledgeable in excel and I learned a lot from his courses. His way of teaching is very effective.
Member's Profile
This course was very helpful. new tools for me to practice and master. If you work with data and excel this is the right course. take it and you will find that worth more than you imagine.
Member's Profile
David Ringstrom is an excellent teacher for Excel. He is easy to understand and provides examples that are relevant and easy to follow. Another great course by him.
Anonymous Author
Great content with examples - learned something new!


Course Complexity:

Program Prerequisites: Previous Experience with Excel Spreadsheets

Advance Preparation: None

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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
  6:30Introduction & Goals to Internal Control
  6:21Data Validation for Data Fields
  5:18Using Data Validation for Percentages
  7:49Using Data Validation for Whole Numbers
  8:26Naming Tables and Cell Ranges
  6:34Using VLOOKUP to Return Item Descriptions
  7:05Empty Cells Cause VLOOKUP to Return #N/A
  9:06Data Validation for Item List
  7:24Making Unit Price Field Appear Empty
  6:14Future-Proofing SUM Function
  8:33Lock/Unlock Cell Toolbar Icon
  7:57Hiding Worksheet Formulas
  7:16Allow Certain Users to Override Prices
  5:56Identify Overwritten Data Validation
  1:40:29Excel Efficiency - Internal Control
  PDFSlides: Excel Efficiency: Internal Controls
  PDFExcel Efficiency: Internal Controls Glossary/Index
  XLSXWorkbook: Excel Efficiency: Internal Control