Building Interactive Spreadsheets in Excel -Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXLINDR

interactive spreadsheet - Excel

Description:
In this presentation, Excel expert David Ringstrom, CPA, explains how to create interactive forms within Microsoft Excel. Techniques discussed include Data Validation, Form Controls, and ActiveX Controls. In short, you’ll learn how 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 Covered:

  • Using the ComboBox form control to create a searchable drop-down list.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Minimizing ongoing spreadsheet maintenance with Excel’s Table feature.
  • Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.
  • Streamlining data entry in Excel with the CheckBox form control.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Preserving key formulas using hide and protect features.
  • Restricting users to enter times within a given time window.
  •  Contrasting Form Controls in Excel versus ActiveX Controls.
  • Allowing users to make multiple choices by way of the ListBox form control.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.

Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David teaches from Excel 2010 in this session, but covers differences in Excel 2007, 2013, and 2016 where applicable. Excel 2003 is not addressed specifically other than onscreen notes on certain slides.

Prerequisites: Practitioners that have some experience with Excel spreadsheets.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: July 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 44 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the arguments for Excel’s INDEX function.
  • Recall what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • State which Go To Special option allows you to select all form controls on a worksheet at once.

 

Description:
In this presentation, Excel expert David Ringstrom, CPA, explains how to create interactive forms within Microsoft Excel. Techniques discussed include Data Validation, Form Controls, and ActiveX Controls. In short, you’ll learn how 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 Covered:

  • Using the ComboBox form control to create a searchable drop-down list.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Minimizing ongoing spreadsheet maintenance with Excel’s Table feature.
  • Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.
  • Streamlining data entry in Excel with the CheckBox form control.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Preserving key formulas using hide and protect features.
  • Restricting users to enter times within a given time window.
  •  Contrasting Form Controls in Excel versus ActiveX Controls.
  • Allowing users to make multiple choices by way of the ListBox form control.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.

Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David teaches from Excel 2010 in this session, but covers differences in Excel 2007, 2013, and 2016 where applicable. Excel 2003 is not addressed specifically other than onscreen notes on certain slides.

Prerequisites: Practitioners that have some experience with Excel spreadsheets.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: July 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 44 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the arguments for Excel’s INDEX function.
  • Recall what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • State which Go To Special option allows you to select all form controls on a worksheet at once.

 

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