Interactive Spreadsheets

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

Excel expert David Ringstrom, CPA, teaches participants how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. He demonstrates how to use a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics/Areas Typically Covered:

  • Creating an input rule that requires names to be entered in a last-name, first-name format.
  • Specifying a range of whole numbers that a user can enter in a worksheet cell.
  • Streamlining data entry in Excel with the CheckBox form control.
  • Minimizing ongoing spreadsheet maintenance with Excel’s Table feature.
  • Preserving key formulas using hide and protect features.
  • Restricting users to only enter dates within a given range, or before/after a given date.
  • Limiting users to a single choice by way of Excel’s OptionButton form control.
  • Limiting the number of characters that a user can enter in a worksheet cell.
  • Discovering how to enable the Developer menu in Excel 2007 and later.
  • Learning how the Table feature allows you to transform filtering tasks.
  • Avoiding merging cells—use the Text Box feature for paragraphs of text instead.
  • Using Excel’s Go to Special feature to easily select form controls you wish to remove en masse.

Learning Objectives/Why You Should Attend:

  • Identify how to create spreadsheets that are interactive, accurate, and user friendly.
  • Apply a variety of Excel features that will minimize spreadsheet maintenance.
  • Recall how to use the form controls discussed in the presentation.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

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