Webinar Details $199
- Webinar Date: July 16, 2025
- Webinar Time: 12:00 pm - 1:40 pm EDT live
- Webinar Length: 100 Minutes
- Guest Speaker: David Ringstrom
- Topic: Taxation and Accounting, Software
- Credit: CPE 2.00, ATAAA 1.50
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Discover how to improve collaboration, maintain data accuracy, and build audit trails in Excel by using key features that support transparency and control. This webinar focuses on practical techniques for enabling and managing Track Changes, restoring workbook sharing, and reviewing collaborative edits effectively. You'll explore Excel Online's Show Changes functionality, apply the FORMULATEXT function for better formula management, and utilize Excel’s Inquire Add-In—available in Enterprise versions—for comprehensive data auditing.
Led by Excel expert David H. Ringstrom, CPA, this session includes step-by-step demonstrations using Excel for Microsoft 365, with notes on variations in Excel 2021, 2019, and 2016. Attendees will receive detailed handouts, including a workbook with example files used in the presentation. Topics such as data transformation with Power Query, protecting worksheets, identifying unlocked cells with Conditional Formatting, and cleaning financial reports will be covered in depth. Whether you're working with collaborative spreadsheets or auditing financial data, this session will equip you with tools to improve accuracy and efficiency.
Topics Covered:- Restoring and utilizing the classic Track Changes feature in Excel
- Monitoring cell-level changes for up to 60 days in Excel Online
- Displaying all formulas at once using the Show Formulas feature
- Toggling cell lock status with custom shortcuts
- Stepping backwards through Power Query transformations
- Defining audit trails and their role in ensuring data accuracy and accountability
- Changing data types for columns in Power Query results
- Using Conditional Formatting to highlight unlocked cells
- Displaying formulas in adjacent cells using the FORMULATEXT function
- Protecting worksheets to restrict editing to specific areas
- Cleaning accounting reports by removing blanks, merges, and missing data
- Restoring missing Workbook Sharing and Track Changes commands in Excel 2021 and Microsoft 365
- Gain clarity and control over collaborative spreadsheet changes
- Strengthen your ability to audit and validate spreadsheet data
- Improve your efficiency when working with complex formulas and data transformations
This webinar will help you enhance your Excel skills with practical tools that simplify collaboration, protect data integrity, and support more confident reporting.
Who Should Attend:
Professionals seeking to use Microsoft Excel more effectively, particularly those responsible for collaborative data environments, auditing, or reporting.
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Computer Software & Applications (2 hours)
Program Prerequisites: Prior experience with Microsoft Excel is recommended.
Advance Preparation: None
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David H. Ringstrom, CPA
David H. Ringstrom, CPA, is a nationally recognized instructor who leads dozens of Excel webinars each year. He is the author of Microsoft 365 Excel for Dummies and several other books. With over 30 years of consulting and teaching experience he empowers users to work more efficiently in E [...]
CPE Credit

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ATAAA Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.