Instructor for this course
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Enrolled:
124
Duration: 1 Hour
Level: Intermediate
Access This Course: Instant Access to Course Library

In this session, Excel expert David Ringstrom, CPA, shares some of his favorite spreadsheet auditing techniques. You see how to enhance Excel with the ability to instantly add a worksheet comment that displays the underlying formula within a worksheet cell. You also learn about the under-utilized Watch Window feature, tracing cell precedents and dependents, and explore the nuances of circular references in Excel. In this presentation, David demonstrates techniques in Excel 2016, but where applicable, he notes any differences in Excel 2013, 2010, or 2007. His courses are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes the examples he uses to demonstrate techniques during the presentation. 

Topics covered:

  • Use the Watch Window to easily monitor the ramifications of even minor changes to your workbooks.
  • Understand the difference between manual and automatic calculation modes in Excel.
  • Move through formulas in slow motion with the Evaluate Formula feature.
  • Verify sums and totals quickly by simply selecting cells with your mouse.
  • Discover how to use Excel’s Personal Macro Workbook.
  • Learn two ways to instantly display all formulas within a worksheet.
  • Learn the nuances of circular references in Microsoft Excel
  • See the pros and cons of using the F9 key within Excel’s formula bar to evaluate a portion of a formula.
  • Learn how to trace dependents and precedents, both with Excel features and keyboard shortcuts.
  • Enhance Excel by creating the ability to display the formula within any worksheet cell in a cell comment.
  • Learn techniques for accessing password-protected workbooks when the password is not known.

Course Collections

This course is included in the following Course Collections:

Learning Objectives

  • Discover how to manage iterative calculations (also known as circular references) within Excel workbooks.
  • Identify the Show Formulas feature in Excel and recognize its functionality.
  • Discover the mouse action the mouse action that enables you to move from one end of a tracing arrow in Excel to the other.

19 Reviews (46 ratings)Reviews

5
Member's Profile
This course has some interesting information I was not aware of. I liked the idea of finding all the brackets ([) to locate all the links. I also learned how to drag a cell to another tab in the same workbook. I have used Excel for years, but I didn't know you could do that.
3
Anonymous Author
Was confusing at times. Not sure if there is a way you can listen to audio and have the workbook open following the steps. I listened on an iPad - did the steps on an excel workbook I created.
4
Anonymous Author
David did a great job explaining these auditing tools in Excel. I had always wondered what the "Watch Window" did and now I know.
3
Anonymous Author
Interactive excel sheets would be easier to follow. The static image with call out boxes makes it difficult
4
Anonymous Author
Solid information. The Watch Window and confirming links sections were the most useful tools I took away.
4
Anonymous Author
Some useful tips on how to audit existing spreadsheets as well as how to keep formulas tidy.
5
Anonymous Author
comparisons between Excel versions was very helpful.
5
Member's Profile
Great! Well done.. Thank you so much for sharing.
5
Member's Profile
Good tips for how to use Excel functions
5
Member's Profile
Good introduction with helpful examples
4
Anonymous Author
Good review of auditing functionality.
4
Anonymous Author
Great tips and tricks in this course!
4
Member's Profile
Good tips and review techniques
4
Anonymous Author
It was a very good course
4
Member's Profile
Learned good tips.
5
Member's Profile
Very Informative.
5
Member's Profile
Good stuff here!
5
Anonymous Author
Informative
5
Anonymous Author
Very good.

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course.

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 ext. 106, or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  9:28Introduction to Excel Efficiency: Spreadsheet Auditing Part 1
  13:24Intiating the Formula Comment Tool and Window Watch
  10:24Evaluate Formulas and F9 Key
  9:11Trace Dependents, Trace Precedents, and Circulure Refrences
  9:20More on Circulure Refrences and Recovering Lost Passwords
Continuous Play
  51:47Excel Efficiency: Spreadsheet Auditing Part 1
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Spreadsheet Auditing Part 1
  PDFExcel Efficiency: Spreadsheet Auditing Part 1 Glossary/Index
  XLSXExcel Efficiency: Spreadsheet Auditing Part 1 Examples
REVIEW & TEST
  quizReview Questions
 examFinal Exam