Creating Audit Trails In Microsoft Excel

  • Jul 23, 2025 Wednesday | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes | Live
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0 | Product Code: WEB00335
Contact Person David H. Ringstrom
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

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.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners

Coder Archives 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.

Speaker Profile:

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 Excel.

IRS Credits
NASBA Credits
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
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