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: March 27, 2024

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesExcel Modeler Certification

  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 in Microsoft Excel
  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
52 Reviews (185 ratings)

Reviews

5
Member's Profile
Enjoyed having these important tips and techniques distilled from perhaps the hundreds of formulas, shortcuts, etc. available in Excel to reduce errors in spreadsheets. I enjoyed the presentation style and learned a great deal from the clear, informative illustrations. Too many other Excel presentations by others do not have easy-to-follow illustrations like these.

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
Great course. the videos and material was very helpful to understand the concepts, I knew some of them but not in depth as the instructor explained. I highly recommend to you everybody that work data to take this courses with instructor David Ringstrom. He is the best.

5
Anonymous Author
This course had surprising tips. It is always good to be reminded what excel can do and surprising when I learn something I didn't know or get an idea I didn't think about. Ringstrom is always great at showing how to create efficiencies with Excel.

5
Anonymous Author
Great course on excel. One of the most irritating things about being a CPA is working in bad excel workbooks. This course gives a lot of good information about how to make your life a lot easier when you need to pass the file onto someone else.

5
Anonymous Author
What a great course filled with awesome Tips! It was especially helpful to have the instructor (David Ringstrom) illustrate in Excel immediately after reviewing the slide. The slides and bonus articles are all beneficial!

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.

5
Member's Profile
Well designed and outlined course explaining excel efficiencys. I am constantly trying to work not only harder, but smarter, and this course helped accomplish just that

5
Anonymous Author
This course was well constructed and will be very useful to apply in work. The author explained each formula/functionality patiently and thoroughly. Excellent class.

5
Anonymous Author
Very Clear and informative. Good refreshing what I already learn but more useful way and more understanding of how things work behind all the functions. Thank you.

5
Anonymous Author
David's courses are really user friendly and well presented. I have learned so much from his courses and have been able to apply immediately to every day work.

5
Member's Profile
great overview of some simple but unknown (for me) functionality (as well as best practices) in Excel that will DEFINITELY save me time and help avoid errors.

5
Member's Profile
Excellent course. David Ringstrom's courses always deliver valuable information and tips. I learned several helpful tips that will improve my Excel skills.

5
Member's Profile
This was a great course. I learned many new helpful tips and tricks to safeguard my excel worksheets. Also loved the extra pointers on creating templates.

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

4
Member's Profile
Great lesson on some easy things that I can pay attention to when putting together audit result spreadsheets that will be shared with my stakeholders.

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.

5
Anonymous Author
Professor Ringstrom - you have such a great skill in how you deliver your excel courses that make it easy to grasp the excel tricks and tips.

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!

5
Member's Profile
Excellent format. Instructor allows great pacing since material is cover twice, once on pdf slides and again doing the keystrokes in excel.

4
Anonymous Author
Although I've been using Excel for several years, in this tutorial, I found very useful tips to manage workbooks which I didnt know.

5
Member's Profile
Great visual format for walking the user through the steps for setting up Excel sheets to minimize errors.

4
Anonymous Author
Good review of basic check functions for excel to prevent the typical errors that often happen.

4
Anonymous Author
David does a great job of talking about the Excel trick and then showing how it works.

4
Member's Profile
Excellent course highlighting potential pitfalls to avoid in large complex worksheets.

5
Anonymous Author
I always learn something new in David Ringstrom's courses. This one was no different.

5
Anonymous Author
Instructor explained well the different tips. I enjoyed the class very much.

5
Member's Profile
Good training course. The objectives were completed sucessfully. Thank you.

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
This course demonstrated great tools to minimize excel inefficiencies.

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
Minimizing Errors
  Refer Directly to the Source6:56
  Creating a Setting Table6:30
  Assigning Range Names to Key Inputs6:09
  Custom Views - Multipurpose Worksheet8:44
  Streamlining Custom Views9:41
  Viewing Two Worksheet at once10:04
  Introduction to VLOOKUP7:50
  Introduction to IFERROR9:31
  Self-Updating Headings9:48
  Remove Conditional Formatting8:33
  Create a Template7:08
Continuous Play
  Excel Efficiency: Minimizing Worksheet Errors 1:40:07
SUPPORTING MATERIALS
  Slides: Excel Efficiency: Minimizing ErrorsPDF
  Excel Efficiency: Minimizing Errors Glossary/IndexPDF
  12 Month Income StatementXLSB
  Excel Efficiency Minimizing Errors Bonus Articlesxlsx
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam