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Attend this comprehensive webcast by Excel expert David Ringstrom, CPA, to learn multiple techniques for creating spreadsheets that are interactive, accurate, and user friendly. He shows you how to use a variety of Excel’s form controls to regulate the data input of other users, simplify data entry, and create searchable drop-down lists. Beneficial Excel features—the Table feature, Data Validation feature, Text Box feature, Go To Special feature, and others—also are highlighted in the presentation.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
Microsoft 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.
- 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.
- Contrasting data validation–based lists versus form control–based lists.
- Crafting data validation lists that are contingent on selections from a preceding list.
- Tweaking Data Validation settings for a given range of cells
- Using the ComboBox form control to create a searchable drop-down list.
- Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
- Using Excel’s Go to Special feature to easily select form controls you wish to remove en masse.
- Restricting users to enter dates within a given range or before/after a given date.
Learning Objectives/Why You Should Attend:
- Identify which versions of Excel permit using slicers with both tables and pivot tables.
- State the location of the Convert to Range command within Excel’s menu structure.
- Recall the arguments for Excel’s INDEX function.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- 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).
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