Excel Agility: Interactive Spreadsheets

David H. Ringstrom
From: Jan 16, 2024 - To: Dec 31, 2024
Recorded Webinar
  

Description

In this comprehensive webcast, Excel expert David Ringstrom, CPA, teaches 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, create searchable drop-down lists, and more. David also explains such beneficial Excel features as the Table feature, the Data Validation feature, the Text Box feature, and the Go To Special feature. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, 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 2021, Excel 2019, and so on.

Learning Objectives:-

  • Apply Excel’s Table feature to minimize spreadsheet maintenance.
  • Recall how to restrict users from entering dates within a given range.
  • Identify the form control that allows users to make multiple choices.

Areas Covered:-

  • Allowing users to make multiple choices by way of the ListBox form control.
  • Avoiding the need to merge cells—use the Text Box feature for paragraphs of text instead.
  • Contrasting data validation–based lists versus form control–based lists.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Creating an input rule that requires names to be entered in a last-name, first-name format.
  • Discovering the array of form controls available within Excel.
  • Enabling the hidden Developer menu in Excel to access additional functionality.
  • Identifying data validation overrides by way of the Circle Invalid Data command.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Limiting the number of characters a user can enter in a worksheet cell.
  • Limiting users to a single choice by way of Excel’s OptionButton form control.

Who Should Attend:-

    Practitioners who want to learn how to create user-friendly, interactive spreadsheets. 

    Training Options

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    Recording
       $199  

    Transcript (Pdf)
       $199  

    DVD
       $209  

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