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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: April 24, 2018

Prerequisites

Course Complexity:

Program Prerequisites: Previous Experience 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
  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
CONTINUOUS PLAY
  1:40:29Excel Efficiency - Internal Control
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Internal Controls
  PDFExcel Efficiency: Internal Controls Glossary/Index
  XLSXWorkbook: Excel Efficiency: Internal Control
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM