On Demand Webinar

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 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.

Office 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 Typically Covered:

•Allowing users to make multiple choices by way of the ListBox form control.

•Contrasting data validation–based lists versus form control–based lists.

•Using the ComboBox form control to create a searchable drop-down list.

•Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.

•Creating an in-cell list by way of Excel’s Data Validation feature.

•Minimizing ongoing spreadsheet maintenance with Excel’s Table feature.

•Streamlining data entry in Excel with the CheckBox form control.

•Using Excel’s Go to Special feature to easily select form controls you wish to remove en masse.

•Contrasting form controls in Excel versus ActiveX controls.

•Limiting the number of characters a user can enter in a worksheet cell.

•Specifying a range of whole numbers a user can enter in a worksheet cell.

•Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.

Learning Objectives:

•Describe how Excel’s Table feature can be used 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.