Instructor for this course
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Learn how to minimize errors in your Excel spreadsheets from Excel expert David Ringstrom, CPA. In this valuable presentation, he shares a variety of tricks and techniques you can implement to create and maintain spreadsheets that are free of errors. David demonstrates how to implement Excel features and functions, such as the Hide and Protect feature, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, audit the spreadsheets created by others, and 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:

  • Building resilience into spreadsheets by avoiding daisy-chained formulas.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Improving the integrity of many Excel features by placing column headings within a single row instead of spanning two or more rows.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Mastering the IFERROR function to display alternate values in lieu of a # sign error.
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
  • Preserving key formulas using hide and protect features.
  • Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Toggling the locked status of a worksheet cell on or off by way of a custom shortcut.

 

Learning Objectives

  • Identify the mouse action that enables you to add an existing menu command in Excel to the Quick Access Toolbar.    
  • Identify which of four Clear commands remove Conditional Formatting.   
  • Identify which one of four tasks a user can potentially perform after a workbook has been protected.
Last updated/reviewed: September 19, 2018

29 Reviews (77 ratings)Reviews

4
Anonymous Author
David, as always, is a very effective instructor. This lesson might be more helpful to the users of excel who do not fall into an "expert category". Some of the items covered are basic but there are few that are still helpful even if you are an expert in excel. The time allotted for the entire course is about right and David's way of teaching is very good.
5
Member's Profile
Very helpful course. Mr. Ringstrom covered a lot of ground in a short amount of time. The supporting materials will come in handy when trying to put these techniques into action.
5
Member's Profile
This course was good, as are all the courses I've had so far with Mr. Ringstrom. I think this wasn't as helpful as Excel Efficiency Tips and Tricks, but was still worth taking.
5
Anonymous Author
Great content and examples. I always come away from David's courses with new ways of working that I can implement immediately. His presentation method is very effective.
4
Anonymous Author
Fun and informative. Moves a little fast, but that does force you to pay attention! Definitely geared towards leaners with more than Basic Excel skills.
5
Member's Profile
Each step in every process is documented on the screen making it easier to visualize the process. A real time example subsequent to instruction was helpful
Anonymous Author
very informative course with lots of useful tips! The sound quality however was poor in areas. Also the slides were a little hard to follow.
4
Member's Profile
There are some good tips for protecting the integrity of your spreadsheets and save time. I'll make use of several in my daily work. Thanks!
4
Anonymous Author
David does a great job of talking about the Excel trick and then showing how it works.
5
Anonymous Author
I enjoyed this course and took away some new techniques and information.
4
Member's Profile
I learned a few tips and tricks that will be helpful that I didn't know.
5
Member's Profile
Some more error rectification technique may be included in this course.
5
Anonymous Author
Ver;y helpful tips that can easily be incorporated into your work.
5
Anonymous Author
Very good tips for anyone who creates Excel workbooks.
5
Member's Profile
Another excellent course from David Ringstrom.
4
Member's Profile
Great instructor. Good tips. Easy to follow.
5
Member's Profile
Great course! Very informative and helpful.
5
Anonymous Author
Easy to follow, some good for error proof
5
Anonymous Author
I learned several things I did not know.
4
Anonymous Author
Really enjoy this instructor's courses.
5
Anonymous Author
I loved the fast pace of this course.
5
Anonymous Author
Watching the keystrokes helped
4
Anonymous Author
Fairly basic, but good info
5
Anonymous Author
Great tips! Thank you!
5
Member's Profile
Nice course. Thanks!
5
Member's Profile
Helpful Excel tips
5
Anonymous Author
Very good.
5
Anonymous Author
i liked it
5
Anonymous Author
Thanks!

Prerequisites

Course Complexity: Advanced

Experience with Excel Spreadsheets Recommended. No advanced preparation needed.

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
Minimizing Errors
  6:56Refer Directly to the Source
  6:30Creating a Setting Table
  6:09Assigning Range Names to Key Inputs
  8:44Custom Views - Multipurpose Worksheet
  9:41Streamlining Custom Views
  10:04Viewing Two Worksheet at once
  7:50Introduction to VLOOKUP
  9:31Introduction to IFERROR
  9:48Self-Updating Headings
  8:33Remove Conditional Formatting
  7:08Create a Template
Continuous Play
  1:40:07Excel Efficiency: Minimizing Worksheet Errors
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Minimizing Errors
  PDFExcel Efficiency: Minimizing Errors Glossary/Index
  XLSB12 Month Income Statement
  xlsxExcel Efficiency Minimizing Errors Bonus Articles
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM