• Course Information

    Title: Excel Illuminated: Spreadsheet Internal Controls
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S020-0713
    CPE Credits: 2.0
    Price: $19.95
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Description

Description:
In this presentation, 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 the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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 presentation.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 08/05/2020

Technical Details: Computer Software and Applications are technical subjects for FL and CA but non-technical subjects for TX.

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Objectives

Objectives:
1. Identify which ribbon tab contains the Data Validation feature.
2. Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.
3. Identify the ribbon tab and the Table feature.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA

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