Overview:
This practical session shows how to prevent user errors in Excel using six proven techniques
- We'll look at real-world examples the good, the bad, and the ugly and walk through simple changes you can make to protect your spreadsheets and your reputation
- I'll share with you a checklist of tips to apply right away
Why you should Attend:
- You're frustrated by unclear spreadsheets
- You want to make your workbooks safer and easier to use
- You've seen formula cells overwritten or deleted
- You've found incorrect data in your reports
- You need a simple checklist of Excel best practices
- You want practical advice from someone who's seen it all
Areas Covered in the Session:
- I'll show you three versions of a simple model: the good, the bad, and the ugly!
- Then I'll show you how to get an ugly model to become a bad model and finally a god model, i.e. one that' easy to understand and use and where the risk of user-error is reduced
- We'll cover these 6 key techniques to reduce user error risk:
- File naming & version control
- Restricting access to authorised users
- Clear layout, labels, and workbook structure
- Consistent formatting for input cells using cell styles
- Data validation to ensure only valid inputs
- Worksheet protection & macros to lock key areas
Who Will Benefit:
- Anyone wanting to analyse their data to better understand their business make better decisions
- Finance Professionals
- Excel Power Users
- Controllers and Analysts
- Excel Modellers and Report Developers
- Anyone creating workbooks that others use