Excel Explained: Creating Interactive Spreadsheets

When you attend this live presentation, you’ll learn from Excel expert David Ringstrom, CPA, 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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Covered Topics:

• Limiting users to a single choice by way of Excel’s OptionButton form control.
• Using the ComboBox form control to create a searchable drop-down list.
• Using Excel’s Go to Special feature to easily select form controls you wish to remove en masse.
• Preserving key formulas using hide and protect features.
• Specifying a range of whole numbers that a user can enter in a worksheet cell.
• Creating an input rule that requires names to be entered in a last-name, first-name format.
• Streamlining data entry in Excel with the CheckBox form control.
• Creating an in-cell list by way of Excel’s Data Validation feature.
• Limiting the number of characters that a user can enter in a worksheet cell.
• Using form controls to simplify data entry as well as to control the input of other users.
• Restricting users to enter dates within a given range, or before/after a given date.
• Learning how the Table feature allows you to transform filtering tasks.

Learning objectives:

• 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.

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

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