Auditing Excel Spreadsheets
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Auditing Excel Spreadsheets

Learn how to Audit Excel Spreadsheets using only Microsoft tools
4.4 (20 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,590 students enrolled
Created by Paula Guilfoyle
Last updated 4/2016
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Current price: $10 Original price: $100 Discount: 90% off
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  • 1 hour on-demand video
  • 1 Article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Identify Spreadsheet Risks in your organization and be able to introduce controls to reduce these risks
  • Identify and understand how the common type of Spreadsheet Fraud are committed
  • Use GOTO Special with confidence when carrying out a spreadsheet audit
  • Use the auditing tools in Excel with ease
  • Use Excels Inquire add in with confidence when auditing spreadsheets
  • Use spreadsheet compare to compare 2 versions of a workbook
  • Understand Microsofts Discovery and Risk assestment server Software
  • Be able to apply spreadsheet protection and also hack certain protection
  • Be confident around the area of Spreadsheet Auditing
View Curriculum
  • You should alread have experience working with Excel
  • Any version of Excel to use th GOTO Special and Auditing Tools
  • Excel 2013 Professional Plus Edition for Spreadsheet Inquire
  • You should already be familiar with Auditing theory and techniques

Many companies around the globe rely on Spreadsheets to help produce financial information, forecasts, pricing, and costings, and to aid in the decisions made by management. Simply put, spreadsheets are used everywhere. But at what risk to the company or organization?


Auditing Excel Spreadsheets is not for everyone, but for those with a keen interest in Excel, Fraud, Auditing or Compliance then then course is for you.


We will first cover some theory on Spreadsheets Risks and discuss some controls that you can introduce to reduce these risks. Following this will be more theory, this time covering a detailed overview of the types of Spreadsheet Fraud. With the theory finished, we will jump into Excel and look at the following tools and techniques: GOTO Special, Auditing Tools and Excel’s Inquire function. GOTO Special Function has been around for a long time in Excel and quickly allows you select cells in a worksheet based on set criteria. You will have a workbook to download so that you can practice and master this technique yourself. We will also quickly look at the Auditing Tools, which have also been available in Excel for some time. Introduced in MS Excel 2013, Excel Inquire is new. It enables you quickly identify and select areas of risk or interest in a workbook, map workbook relationships and compare two versions of a workbook. Using the workbook provided you can learn to quickly master this tool. Finally, we will have a quick look at Microsoft Discovery and Risk Assessment Server which allows you search for all Excel files on your server, and rank them according to risk. Risk levels are based on Materiality and complexity criteria that you set.

Who is the target audience?
  • This course is meant for those involved in the Audit of Spreadsheets, and also those with interests in the areas of Excel and Fraud
  • This course is not a traditional functions and formulas based course but instead this course covers theory on Spreadsheet risks and controls along with Theory on Spreadsheet fraud
  • After the theory, we will then jump into Excel and have a look at the tools available to audit spreadsheets
  • This course is suited to those with an interest in Excel, Fraud and Audit and is well suited for Accountants, Auditors, Internal Auditors, Business Analysts, Finance staff, Banking staff, Management and those involved with Compliance and Risk assestment
  • This course is not for you if you are looking to learn advanced Excels formulas
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Curriculum For This Course
Auditing Excel Spreadsheets
8 Lectures 43:16

A quick breakdown of what will be covered in the course

Preview 01:36

In this session we are going to look at the 5 most common Spreadsheets risks and we are also going to look at some ways we can control or minimise these risks

Preview 04:34

Knowing what to look out for when auditing a spreadsheet will help you as an auditor uncover and identify potential risks in spreadsheets, so we are going to look at the common types of spreadsheet fraud in this session

Preview 04:36

The GOTO Special and auditing tools have been available in Excel for some time now. The GOTO special tool allows you quickly select and identify chosen aspects of a worksheet and enhance your spreadsheet auditing skills. Download the files Spreadsheet Inq 1 so you can work along with this tutorial. You will also use this workbook in the next tutorial.

GOTO Special and Auditing tools

Spreadsheet Inquire was introduced with Microsoft Office Professional Plus 2013 & Office 365 Professional Plus editions. In this session we are going to look at this tool in detail, so dont forget to download the file so you can work along too.

Spreadsheet Inquire

One of the problems organisations have is that they do not know where all the workbooks are located, and they don’t know the risk or materiality of these workbooks, so where would they start with an audit. This MS server level control is a good place to start and this session will cover the basics of the Discover and Risk assessment server

Discovery and risk assessment server

Workbooks have life cycles, and each phase has audit implications. Here are some fairly random off-the-top-of-my-head notes that may inspire you.

Other considerations

Course Summary

Wrap Up

This multiple choise test will help you reinforce your learning. I hope that you will not skip this session.

Test your knowledge
3 questions
Bonus Lectures
2 Lectures 14:29

In this lecture we will look at how to set up protection in Excel workbooks and worksheets, and we will also see how this can be easily hacked in certain versions of Excel

Spreadsheet Protection and Hacking Spreadsheet protection

About the Instructor
Paula Guilfoyle
4.3 Average rating
1,447 Reviews
21,577 Students
19 Courses
CPA Accountant, Online Educator & Life Long Learner

Paula is a Qualified CPA with over 15 years' experience in the fields of Accountancy, Business Management,Process improvement, Internal Audit, Group accountant, Operations management and Training. All across a broad range of industries and sectors. Paula has been Key Speaker at many Accounting Events where her talks on Excel are received very positively. Taken from her experiences in Accounting and business fields, Paula also has Udemy courses for those wishing to up skill, especially in the area of Spreadsheets, Bookkeeping and Accounting.

Now an E-learning Educator 5+ years, Paula also has a focus on E-learning and online teaching. Drawn from her online teaching experience,Paula has a number of courses available to online teachers to help bridge the skills gap for those that teach or wish to teach online.