Creating Audit Trails in Microsoft Excel

Creating Audit Trails in Microsoft Excel

Live Webinar

Webinar Date:  July 16, 2025
Webinar Time:  12:00 pm - 1:40 pm EDT   live
Guest Speaker:   David Ringstrom
Credit:   CPE 2.00, ATAAA 1.50
Average Rating: 4.5 / 5

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
All Access Membership

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
Your Benefits for Attending:
  • 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.

Level: Intermediate
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
  • David H. Ringstrom, CPA

CPE Credit

Continuing Professional Education

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

ATAAA Credit

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

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Speakers Performance Based On Past Webinar Survey Results

Average rating

4.5 / 5

This speaker has received a total of 885 survey responses. Attendees have given an average rating of 4.5 stars out of a possible 5, reflecting on the speakers performance on the following questions.

Overall, how satisfied were you with this presenter?
4.5 Stars
How closely did the presenter follow the schedule?
4.5 Stars

Reviews From Past Webinar Surveys

Our webinars are crafted to deliver exceptional value and insight to business professionals. To ensure we meet and exceed your expectations, we conduct thorough post live webinar surveys. Below, you'll find genuine feedback from attendees, sharing their thoughts on the speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Taiwo A.
May 30, 2025
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
no comment

Laura O.
May 30, 2025
3 / 5
Satisfaction Rating:
3.0 Stars
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3.0 Stars
Do you have any other comments, questions or concerns?
no comment

Isabel V.
May 29, 2025
3 / 5
Satisfaction Rating:
3.0 Stars
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3.0 Stars
Do you have any other comments, questions or concerns?
David is the best teacher, I have been following him for many years, he is the best!!!

Jennifer S.
May 29, 2025
4.5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
4.0 Stars
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no comment

Kyle G.
May 29, 2025
4 / 5
Satisfaction Rating:
4.0 Stars
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4.0 Stars
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no comment

Juliana L.
May 28, 2025
5 / 5
Satisfaction Rating:
5.0 Stars
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5.0 Stars
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no comment

Kia C.
May 28, 2025
4.5 / 5
Satisfaction Rating:
5.0 Stars
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4.0 Stars
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It was a great program and helpful to learn a new skill when budgeting. Thank you!

Laura L.
May 27, 2025
5 / 5
Satisfaction Rating:
5.0 Stars
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5.0 Stars
Do you have any other comments, questions or concerns?
Can't wait to revisit the notes I've taken and pointers that was issued. Thoroughly enjoyed this session.

Disa W.
May 27, 2025
4 / 5
Satisfaction Rating:
4.0 Stars
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4.0 Stars
Do you have any other comments, questions or concerns?
The content was covered a little too quickly for me so I will go back and listen to it again when I can pause it as I work through the examples.

Valerie V.
May 27, 2025
3.5 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
3.0 Stars
Do you have any other comments, questions or concerns?
Although I did learn some new stuff, it didn't exactly meet my specific needs. Only because I'm not in finance but I manage the marketing budgets. I am happy with my current spreadsheets in managing the budgets.
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