Excel Dexterity: Creating Interactive Spreadsheets (video)

  • Credits: 2
  • Format: Self-Study eBook
  • Field of Study: Computer Software and Apps
  • Author/Speaker: David Ringstrom
Course ID: Advanced Preparation: Experience Level:
DR-609.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© June 2020 General Understanding of Technology N/A
COURSE DESCRIPTION

In this on-demand webcast, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. Step-by-step, David shows you 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.

Topics include:
  • Contrasting Form Controls in Excel versus ActiveX Controls.
  • Discovering the array of form controls available within Excel.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Streamlining data entry in Excel with the CheckBox form control.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Using the ComboBox form control to create a searchable drop-down list.
  • Creating an input rule that requires names to be entered in a last-name, first-name format.
  • Removing data validation from a worksheet when needed.
  • Avoiding merging cells—use the Text Box feature for paragraphs of text instead.
  • Allowing users to make multiple choices by way of the ListBox form control.

Learning Objectives:

After reading the course material, you will be able to:

  • Recall the arguments for Excel's INDEX function.
  • State which Goes To Special option allows you to select all form controls on a worksheet at once.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
NASBA